Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE UNITED COMPANY 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$45,425,457J 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 right arrow.............
3 Interest on savings and temporary cash investments 30,868 30,868  
4 Dividends and interest from securities... 777,321 777,321  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,334,932
b Gross sales price for all assets on line 6a 21,489,121
7 Capital gain net income (from Part IV, line 2)... 2,334,932
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).......      
12 Total. Add lines 1 through 11........ 3,143,121 3,143,121  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,806 0   57,806
14 Other employee salaries and wages...... 121,034 0   121,034
15 Pension plans, employee benefits....... 92,855 0   98,194
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,200 0   4,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
272,174 272,174   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,019 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,620 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 95 0   95
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
175,330 0   175,330
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 769,133 272,174   456,659
25 Contributions, gifts, grants paid....... 2,622,458 2,324,848
26 Total expenses and disbursements. Add lines 24 and 25 3,391,591 272,174   2,781,507
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -248,470
b Net investment income (if negative, enter -0-) 2,870,947
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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.............   -65,835 -65,835
2 Savings and temporary cash investments......... 1,383,616 3,486,418 3,486,418
3 Accounts receivable right arrow184,568
Less: allowance for doubtful accounts right arrow   86,232 184,568 184,568
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use.............. 14,382 17,822 17,822
9 Prepaid expenses and deferred charges.......... 8,283 9,422 9,422
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
1,737,118 		1,737,118
b Investments—corporate stock (attach schedule)....... 31,130,620 Click to see attachment
List of Attached Documents:
// Content
15,970,231 		15,970,231
c Investments—corporate bonds (attach schedule)....... 7,391,376 Click to see attachment
List of Attached Documents:
// Content
10,505,899 		10,505,899
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,533,076 Click to see attachment
List of Attached Documents:
// Content
13,567,132 		13,567,132
14 Land, buildings, and equipment: basis right arrow135,444
Less: accumulated depreciation (attach schedule) right arrow122,762 18,302 Click to see attachment
List of Attached Documents:
// Content
12,682 		12,682
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,565,887 45,425,457 45,425,457
Liabilities 17 Accounts payable and accrued expenses.......... 110,458 89,437
18 Grants payable................. 508,889 806,499
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 619,347 895,936
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 55,802,186 42,890,839
25 Net assets with donor restrictions............ 2,144,354 1,638,682
Foundations that do not follow FASB ASC 958, check here right arrow
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    
29 Total net assets or fund balances (see instructions)..... 57,946,540 44,529,521
30 Total liabilities and net assets/fund balances (see instructions). 58,565,887 45,425,457
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
57,946,540
2
Enter amount from Part I, line 27a .....................
2
-248,470
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
57,698,070
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
13,168,549
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
44,529,521
Form 990-PF (2022)
Form 990-PF (2022)
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 P    
b
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 21,489,121   19,154,189 2,334,932
b
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       2,334,932
b
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 2,334,932
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 right arrow 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 39,906
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 0
3 Add lines 1 and 2........................... 3 39,906
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 39,906
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 38,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,106
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
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)
right arrowVA
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
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 addressright arrowWWW.UNITEDCOFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (276) 645-1436

Located atright arrow1005 GLENWAY AVENUEBRISTOLVA ZIP+4right arrow242013473
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(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 ........right arrow
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JAMES W MCGLOTHLIN CHAIRMAN/DIRECTOR
5.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
LOIS A CLARKE PRESIDENT/CEO/DIRECTOR
5.00 		804 32 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
FAY H STREET SECRETARY/DIRECTOR
1.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
BARBARA J BJERKE TREASURER
1.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
CLAIRE DAVIS EXECUTIVE DIRECTOR
20.00 		57,002 2,280 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
JULIA K SMITH ASSISTANT SECRETARY
1.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
FRANCES G MCGLOTHLIN DIRECTOR
1.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
MARTHA MCGLOTHLIN BOWMAN 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
ND STREET 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 		55,167 6,659 0
1760 EDGEWATER DRIVE
GRUNDY,VA24614
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
UNITED MANAGEMENT COMPANY LLC INVESTMENT MANAGEMENT 166,374
1005 GLENWAY AVENUE
BRISTOL,VA24201
Total number of others receiving over $50,000 for professional services.............right arrow0
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 LOW-INCOME HOUSEHOLDS IN BRISTOL VA & TN RECEIVE 1 BAG (= 1 MEAL) OF NUTRITIOUS FOOD PER FAMILY MEMBER PER MONTH. MEALS ARE DELIVERED VIA 2 VANS THAT TRAVEL TO THE HOMES OF THE RECIPIENTS. APPROXIMATELY 8,000 MEALS ARE DELIVERED PER MONTH. 129,895
2 A COLLEGE AND CAREER COUNSELOR WORKS AT MOUNTAIN MISSION SCHOOL (GRUNDY, VA) AND ASSISTS STUDENTS WITH COLLEGE AND APPLICATION PROCESSES, FINANCIAL AID, AND MATRICULATION PROCEDURES. THE COUNSELOR ALSO OVERSEES THE SCHOLARSHIP PROGRAM FOR MOUNTAIN MISSION SCHOOL GRADUATES. 68,478
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
46,817,330
b
Average of monthly cash balances.......................
1b
2,420,065
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
49,237,395
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
49,237,395
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
738,561
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
48,498,834
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,424,942
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,424,942
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
39,906
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,906
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,385,036
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,385,036
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 XII, line 1 ...
7
2,385,036
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, column (d), line 26 ..........
1a
2,781,507
b
Program-related investments—total from Part VIII-B..................
1b
0
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
2,781,507
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,385,036
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 652,463
b From 2018...... 462,143
c From 2019...... 525,881
d From 2020...... 159,589
e From 2021...... 169,735
f Total of lines 3a through e ........ 1,969,811
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,781,507
a Applied to 2021, 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 2022 distributable amount..... 2,385,036
e Remaining amount distributed out of corpus 396,471
5 Excess distributions carryover applied to 2022. 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 2,366,282
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		652,463
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,713,819
10 Analysis of line 9:
a Excess from 2018.... 462,143
b Excess from 2019.... 525,881
c Excess from 2020.... 159,589
d Excess from 2021.... 169,735
e Excess from 2022.... 396,471
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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, 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 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 right arrow
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 $15,000 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 3.00 CUMULATIVE GPA FROM MMS (ON A 4.0 SCALE) AND MAINTAIN A 2.75 CUMULATIVE GPA IN COLLEGE (ON A 4.0 SCALE). THE MAX FOR BOOKS AND SUPPLIES PER STUDENT IS $750 FOR THE FIRST SEMESTER AND $500 THEREAFTER.
Form 990-PF (2022)
Form 990-PF (2022)
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

ALICE LLOYD COLLEGE

100 PURPOSE ROAD
PIPPA PASSES,KY37620 		N/A PC SCHOLARSHIPS FOR NEEDY STUDENTS 5,000

APPALACHIAN SUSTAINABLE DEVELOPMENT

PO BOX 791
ABINGDON,VA24212 		N/A PC FEED FAMILIES IN SOUTHWEST VA/NORTHEAST TN; FUNDING FOR PURCHASE OF VAN FOR BUCHANAN COUNTY 30,000

BACKPACK BLESSINGS INC

PO BOX 24
GRUNDY,VA24614 		N/A PC BACKPACK PROGRAM IN BUCHANAN CO. VA 5,000

BALLAD HEALTH FOUNDATION

1019 W OAKLAND AVE SUITE 2
JOHNSON CITY,TN37604 		N/A PC FUND NEW MOBILE COACH AND 3D MAMMOGRAPHY UNIT 250,000

BARRY UNIVERSITY

11300 NE 2ND AVENUE
MIAMI SHORES,FL33161 		N/A PC EDUCATION - TUITION 14,511

BARRY UNIVERSITY

11300 NE 2ND AVENUE
MIAMI SHORES,FL33161 		N/A PC EDUCATION - BOOKS 247

BARTER FOUNDATION INC

160 CUMMINGS STREET
ABINGDON,VA24210 		N/A PC FUND INNOVATIVE, UNDUPLICATED EDUCATION PROGRAMMING 25,000

BIRTHPLACE OF COUNTRY MUSIC ALLIANCE

416 STATE ST SUITE A
BRISTOL,VA24201 		N/A PC SUPPORT FOR CONTINUATION OF MUSEUM'S EXTENSIVE EDUCATIONAL RESOURCE PROJECT 25,000

BLUEFIELD COLLEGE

3000 COLLEGE AVENUE
BLUEFIELD,VA24605 		N/A PC SCHOLARSHIPS FOR OFF-SITE TRAINING IN CHRISTIAN MINISTERIAL LEADERSHIP CLASSES 50,000

BOY SCOUTS OF AMERICA SEQUOYAH COUNCIL

PO BOX 3010
JOHNSON CITY,TN37602 		N/A PC SEQUOYAH COUNCIL CAPITAL PROGRAM - CAMP DAVY CROCKETT 25,000

BOYS AND GIRLS CLUB OF THE MOUNTAIN EMPIRE

334 REBECCA STREET
BRISTOL,VA24201 		N/A PC SUPPORT QUALITY PROGRAMMING AT THE CLUB 60,000

BRISTOL EMERGENCY FOOD PANTRY

21 WASHINGTON STREET
BRISTOL,VA24201 		N/A PC GENERAL SUPPORT LOCAL FOOD BANK 10,000

BRISTOL FAITH IN ACTION

1534 EUCLID AVENUE
BRISTOL,VA24201 		N/A PC ASSIST HOUSEHOLDS OF DISABLED IN BRISTOL AREA & DIAPER MINISTRY 20,000

BRISTOL HUMANE SOCIETY

16222 LEE HIGHWAY
BRISTOL,VA24202 		N/A PC SUPPLIES FOR ANIMAL SHELTER 5,000

BRISTOL LIFE SAVING CREW

PO BOX 302
BRISTOL,VA24203 		N/A PC GENERAL SUPPORT 10,000

BRISTOL TENNESSEE POLICE DEPARTMENT

801 ANDERSON STREET
BRISTOL,VA37620 		N/A GOV BENEVOLENT FUND 10,000

BRISTOL VIRGINIA DEPARTMENT OF SOCIAL SERVICES

621 WASHINGTON STREET
BRISTON,VA24201 		N/A GOV ASSIST AT RISK CHILDREN WITH FOOD, CLOTHING, BEDDING AND SHELTER EXPENSES 10,000

BRISTOL VIRGINIA FIRE DEPARTMENT

211 LEE ST
BRISTOL,VA24201 		N/A GOV GENERAL SUPPORT 10,000

BRISTOL VIRGINIA POLICE DEPARTMENT

501 SCOTT STREET
BRISTOL,VA24201 		N/A GOV GENERAL SUPPORT 10,000

BUCHANAN COUNTY SCHOOLS

1176 BOOTH BRANCH ROAD
GRUNDY,VA24614 		N/A PC EXPLORE STEM CAREERS FOR HIGH SCHOOL JUNIOR GIRLS ENROLLED IN BCPS & MMS 30,000

COMMUNITIES IN SCHOOLS OF SOUTHWEST VIRGINIA

220 LEE STREET
BRISTOL,VA24201 		N/A PC COATS, SHOES, & BACKPACKS FOR STUDENTS IN NEED; BRISTOL, VA & BUCHANAN COUNTY PUBLIC SCHOOLS 54,568

COMMUNITY SCHOOL OF NAPLES

13275 LIVINGSTON ROAD
NAPLES,FL34109 		N/A PC GENERAL FUND 25,000

CROSSROADS MEDICAL MISSION

PO BOX 16852
BRISTOL,VA24209 		N/A PC SUPPORT MOBILE MEDICAL CLINIC FOR THE UNDERSERVED & TRI CITIES REMOTE AREA MEDICAL CLINIC 50,000

DARTMOUTH COLLEGE

6016 MCNUTT HALL
HANOVER,NH03755 		N/A PC EDUCATION - TUITION 3,742

DAVIDSON COLLEGE

405 N MAIN ST
DAVIDSON,NC28035 		N/A PC EDUCATION - TUITION 7,260

DAVIDSON COLLEGE

405 N MAIN ST
DAVIDSON,NC28035 		N/A PC EDUCATION - BOOKS 761

EAST TENNESSEE STATE UNIVERSITY

807 UNIVERSITY PARKWAY
JOHNSON CITY,TN376141700 		N/A GOV EDUCATION - TUITION 102,655

EAST TENNESSEE STATE UNIVERSITY

807 UNIVERSITY PARKWAY
JOHNSON CITY,TN376141700 		N/A GOV EDUCATION - BOOKS 2,385

EDWARD VIA VA COLLEGE OF OSTEOPATHIC MEDICINE

2265 KRAFT DR SW
BLACKSBURG,VA24060 		N/A PC SCHOLARSHIP FUND FOR MEDICAL STUDENTS AT VCOM WHO COMMIT TO PRACTICE IN SOUTHWEST VA 100,000

EMORY AND HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		N/A PC EDUCATION - TUITION 7,192

EMORY AND HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		N/A PC EDUCATION - BOOKS 327

FEEDING AMERICA SOUTHWEST VIRGINIA

1025 ELECTRIC ROAD
SALEM,VA24153 		N/A PC MOBILE FOOD PANTRY ASSISTANCE 75,000

FEEDING MY SHEEP INC

PO BOX 970
VANSANT,VA24656 		N/A PC PROVIDE FOOD ASSISTANCE IN BUCHANAN COUNTY 30,000

FOOD BANK OF WISE COUNTY INCORPORATED

PO BOX 2977
WISE,VA24293 		N/A PC PROVIDE FOOD ASSISTANCE IN WISE COUNTY 30,000

FOUNDATION FOR EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES INC

400 EDGEWOOD LANE
BRISTOL,VA24201 		N/A PC SCHOLARSHIP AND GENERAL FUND 125,000

GEORGE MASON UNIVERSITY

4400 UNIVERSITY DR
FAIRFAX,VA22030 		N/A GOV EDUCATION - TUITION 6,316

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20057 		N/A PC EDUCATION - TUITION 5,224

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20057 		N/A PC EDUCATION - BOOKS 1,074

GIRL SCOUT COUNCIL OF THE SOUTHERN APPALACHIANS INC

1567 DOWNTOWN WEST BLVD
KNOXVILLE,TN37919 		N/A PC SCHOLARSHIP FOR YOUNG GIRLS TO BECOME A GIRL SCOUT 5,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		N/A PC EDUCATION - TUITION 30,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		N/A PC EDUCATION - BOOKS 1,700

GREEN SPRING VOLUNTEER FIRE DEPT

22632 GREEN SPRINGS CHURCH RD
ABINGDON,VA24211 		N/A GOV GENERAL SUPPORT 2,500

HEALING HANDS HEALTH CENTER INC

245 MIDWAY MEDICAL PARK
BRISTOL,TN37620 		N/A PC DENTAL PROGRAM FOR WORKING, UNINSURED IN NE TN, SW VA 50,000

JACKSONVILLE UNIVERSITY

2800 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		N/A PC EDUCATION - TUITION 15,000

JACKSONVILLE UNIVERSITY

2800 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		N/A PC EDUCATION - BOOKS 1,000

JUNIOR ACHIEVEMENT OF TRI-CITIES

330 BROAD STREET SUITE 1
KINGSPORT,TN37660 		N/A PC GENERAL SUPPORT - DONATION MADE IN MEMORY OF JIM POWELL 5,000

KENT STATE UNIVERSITY

800 E SUMMIT ST
KENT,OH44240 		N/A PC EDUCATION - TUITION 15,736

KENT STATE UNIVERSITY

800 E SUMMIT ST
KENT,OH44240 		N/A PC EDUCATION - BOOKS 256

LEE STREET BAPTIST CHURCHLEE STREET COMMUNITY CENTER

1 WEST MARY STREET
BRISTOL,VA24201 		N/A PC COMMUNITY OUTREACH FOR NEEDY FAMILIES & MOTHERS W/BABIES & SMALL CHILDREN 10,000

LOYOLA UNIVERSITY

6363 ST CHARLES AVE
NEW ORLEANS,LA70118 		N/A PC EDUCATION - TUITION 5,584

LOYOLA UNIVERSITY

6363 ST CHARLES AVE
NEW ORLEANS,LA70118 		N/A PC EDUCATION - BOOKS 180

LOYOLA UNIVERSITY

6363 ST CHARLES AVE
NEW ORLEANS,LA70118 		N/A PC EDUCATION - ROOM & BOARD 4,313

MCDANIEL COLLEGE

2 COLLEGE HILL
WESTMINSTER,MD21157 		N/A PC EDUCATION - TUITION 5,630

MCDANIEL COLLEGE

2 COLLEGE HILL
WESTMINSTER,MD21157 		N/A PC EDUCATION - BOOKS 449

MILLIGAN COLLEGE

PO BOX 500
MILLIGAN COLLEGE,TN37682 		N/A PC EDUCATION - TUITION 103,795

MILLIGAN COLLEGE

PO BOX 500
MILLIGAN COLLEGE,TN37682 		N/A PC EDUCATION - BOOKS 4,587

MILLIGAN UNIVERSITY

PO BOX 750
MILLIGAN COLLEGE,TN37682 		N/A PC ULTRASOUND MACHINE OF PA PROGRAM 30,000

MOUNT VERNON NAZARENE UNIVERSITY

800 MARTINSBURG RD
MT VERNON,OH43050 		N/A PC EDUCATION - TUITION 15,000

NORTHERN VA COMMUNITY COLLEGE

6699 SPRINGFIELD CENTER DR
SPRINGFIELD,VA22150 		N/A PC EDUCATION - TUITION 1,299

PARAMOUNT CENTER FOR THE ARTS

518 STATE STREET
BRISTOL,TN37620 		N/A PC GENERAL SUPPORT 25,000

PRESBYTERIAN CHILDREN'S HOME OF THE HIGHLANDS INC

425 GRAYSON ROAD
WYTHEVILLE,VA24382 		N/A PC HELP SERVE YOUNG PEOPLE/FAMILIES IN CRISIS 20,000

QUINNIPIAC UNIVERSITY

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		N/A PC EDUCATION - TUITION 22,894

QUINNIPIAC UNIVERSITY

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		N/A PC EDUCATION - BOOKS 1,839

RIVERS WAY INC

10 6TH STREET
BRISTOL,TN37620 		N/A PC SUPPORT PROGRAMS FOR YOUTH/YOUNG ADULTS WITH DISABILITIES 10,000

SALISBURY UNIVERSITY

1101 CAMDEN AVE
SALISBURY,MD21801 		N/A PC EDUCATION - TUITION 6,750

SALISBURY UNIVERSITY

1101 CAMDEN AVE
SALISBURY,MD21801 		N/A PC EDUCATION - BOOKS 235

SERVING ORPHANS WORLDWIDE INC

PO BOX 1403
BRISTOL,TN37621 		N/A PC POSSIBLE STARTS NOW PROGRAM (TRADE SCHOOL OR POST-SECONDARY EDUC) 25,000

SULLINS ACADEMY

22218 SULLINS ACADEMY DRIVE
BRISTOL,VA24202 		N/A PC SCHOLARSHIPS 25,000

SYMPHONY OF THE MOUNTAINS

1200 EAST CENTER STREET STE 311
KINGSPORT,TN37660 		N/A PC PERFORMANCE SPONSORSHIP 25,000

THEATRE BRISTOL

512 STATE STREET
BRISTOL,TN37620 		N/A PC SEASON SPONSORSHIP - SERVICES FOR CHILDREN & FAMILIES 25,000

UNITED WAY OF SOUTHWEST VA

1096 OLE BERRY DRIVE
ABINGDON,VA24210 		N/A PC 2023 IGNITE PROGRAM - WORKFORCE INITIATIVE SERVING STUDENTS GRADE 6TH-12TH 50,000

UNITED COAL FOUNDATION

2112 NORTH ROAN STREET STE 500
JOHNSON CITY,TN37601 		N/A PF UKRAINE RELIEF 100,000

UNIVERSITY OF MARYLAND

7901 REGENTS DRIVE
COLLEGE PARK,MD20742 		N/A GOV EDUCATION-TUITION 31,755

UNIVERSITY OF MARYLAND

7901 REGENTS DRIVE
COLLEGE PARK,MD20742 		N/A GOV EDUCATION - ROOM & BOARD 930

UNIVERSITY OF NORTH CAROLINA - CHARLOTTE

9201 UNIVERSITY CITY BOULEVARD
CHARLOTTE,NC282230001 		N/A GOV EDUCATION - TUITION 14,398

UNIVERSITY OF NORTHWESTERN OHIO

1441 N CABLE RD
LIMA,OH45805 		N/A PC EDUCATION - TUITION 37,137

UNIVERSITY OF NORTHWESTERN OHIO

1441 N CABLE RD
LIMA,OH45805 		N/A PC EDUCATION - BOOKS 1,756

UNIVERSITY OF PITTSBURGH

4200 FIFTH AVE
PITTSBURGH,PA15260 		N/A GOV EDUCATION - TUITION 6,572

UNIVERSITY OF PITTSBURGH

4200 FIFTH AVE
PITTSBURGH,PA15260 		N/A GOV EDUCATION - BOOKS 437

UNIVERSITY OF PITTSBURGH

4200 FIFTH AVE
PITTSBURGH,PA15260 		N/A GOV EDUCATION - ROOM & BOARD 151

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		N/A PC EDUCATION - TUITION 14,307

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		N/A GOV EDUCATION - BOOKS 293

UNIVERSITY OF SOUTH CAROLINA

902 SUMTER STREET ACCESS
COLUMBIA,SC29208 		N/A GOV EDUCATION - TUITION 12,217

UNIVERSITY OF SOUTH CAROLINA

902 SUMTER STREET ACCESS
COLUMBIA,SC29208 		N/A GOV EDUCATION - BOOKS 664

UNIVERSITY OF VIRGINIA

1827 UNIVERSITY AVENUE
CHARLOTTESVILLE,VA22903 		N/A GOV EDUCATION - BOOKS 1,527

VANDERBILT UNIVERSITY

2201 WEST END AVE
NASHVILLE,TN37235 		N/A PC EDUCATION - TUITION 4,205

VANDERBILT UNIVERSITY

2201 WEST END AVE
NASHVILLE,TN37235 		N/A PC EDUCATION - ROOM & BOARD 1,500

VIRGINIA COMMONWEALTH UNIVERSITY

1111 W BROAD STREET
RICHMOND,VA23221 		N/A GOV EDUCATION - TUITION 42,171

VIRGINIA COMMONWEALTH UNIVERSITY

1111 W BROAD STREET
RICHMOND,VA23221 		N/A GOV EDUCATION - BOOKS 1,956

VIRGINIA TECH

210 BURRUSS HALL
BLACKSBURG,VA24061 		N/A GOV EDUCATION - TUITION 44,086

VIRGINIA TECH

210 BURRUSS HALL
BLACKSBURG,VA24061 		N/A GOV EDUCATION - BOOKS 2,127

WAKE FOREST UNIVERSITY

1834 WAKE FOREST RD
WINSTONSALEM,NC27109 		N/A PC EDUCATION - TUITION 25,135

WAKE FOREST UNIVERSITY

1834 WAKE FOREST RD
WINSTONSALEM,NC27109 		N/A PC EDUCATION - BOOKS 2,000

WAKE FOREST UNIVERSITY

1834 WAKE FOREST RD
WINSTONSALEM,NC27109 		N/A PC EDUCATION - ROOM & BOARD 500

WASHINGTON STATE UNIVERSITY

1815 WILSON RD PO BOX 641068
PULLMAN,WA991641068 		N/A GOV EDUCATION - TUITION 321

WASHINGTON STATE UNIVERSITY

1815 WILSON RD PO BOX 641068
PULLMAN,WA991641068 		N/A GOV EDUCATION - BOOKS 354

WASHINGTON STATE UNIVERSITY

1815 WILSON RD PO BOX 641068
PULLMAN,WA991641068 		N/A GOV EDUCATION - ROOM & BOARD 2,415

WEST VIRGINIA UNIVERSITY

PO BOX 6201
MORGANTOWN,WV26506 		N/A GOV EDUCATION - TUITION 4,134

WEST VIRGINIA UNIVERSITY

PO BOX 6201
MORGANTOWN,WV26506 		N/A GOV EDUCATION - BOOKS 46

WEST VIRGINIA UNIVERSITY

PO BOX 6201
MORGANTOWN,WV26506 		N/A GOV EDUCATION - TUITION 1,977

WINGATE UNIVERSITY

211 E WILSON ST
WINGATE,NC28174 		N/A PC EDUCATION - TUITION 6,061

YMCA BRISTOL FAMILY YMCA

400 MARTIN LUTHER KING JR BLVD
BRISTOL,TN37620 		N/A PC SCHOLARSHIPS FOR AFTER SCHOOL AND SUMMER PROGRAMS 25,000

YMCA OF BUCHANAN COUNTY

PO BOX 1450
GRUNDY,VA24614 		N/A PC GENERAL SUPPORT 108,707

YWCA - BRISTOL

106 STATE STREET
BRISTOL,TN37620 		N/A PC SCHOLARSHIPS FOR MCGLOTHLIN STREET CHILDCARE CENTER 55,000
Total .................................right arrow 3a 2,324,848
bApproved for future payment

BALLAD HEALTH FOUNDATION
1019 W OAKLAND AVE SUITE 2
JOHNSON CITY,TN37604 		N/A PC FUND NEW MOBILE COACH AND 3D MAMMOGRAPHY UNIT 500,000
Total ................................. right arrow 3b 500,000
Form 990-PF (2022)
Form 990-PF (2022)
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 30,868  
4 Dividends and interest from securities ....     14 777,321  
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 2,334,932  
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 3,143,121 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,143,121
(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.)
Form 990-PF (2022)
Form 990-PF (2022)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 4,200 0   4,200

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TY 2022 DepreciationSchedule
Name:
THE UNITED COMPANY 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 23,148 SL 3.000000000000 0 0    
CHEVROLET VAN - SOUP KITCHEN 2012-10-01 16,720 16,720 SL 3.000000000000 0 0    
CAN OPENER 2011-08-16 602 602 SL 5.000000000000 0 0    
SOUP KETTLE 2011-10-01 20,448 20,448 SL 5.000000000000 0 0    
REFRIGERATOR 2011-10-01 3,833 3,833 SL 5.000000000000 0 0    
WORK TABLES 2011-11-01 882 882 SL 5.000000000000 0 0    
DOUBLE DOOR COOLER 2009-10-01 4,902 4,902 SL 5.000000000000 0 0    
TELEVISION 2012-02-01 399 399 SL 5.000000000000 0 0    
HP INKJET PRINTER 2007-06-01 1,077 1,077 SL 5.000000000000 0 0    
CANON PRINTER/SCANNER 2012-06-30 242 242 SL 5.000000000000 0 0    
ELECTRICAL- SOUP KITCHEN 2011-12-01 4,555 3,062 SL 15.000000000000 304 0    
NEW ENTRANCE DOORS 2011-11-01 3,324 2,253 SL 15.000000000000 222 0    
SOUP KITCHEN CONSTRUCTION 2011-11-01 461 313 SL 15.000000000000 31 0    
PAINTING NEW ADDITIONS 2011-11-01 672 456 SL 15.000000000000 45 0    
INSTALL WATER & GAS LINE SOUP K 2011-11-01 1,474 999 SL 15.000000000000 98 0    
PAVING 2011-12-01 7,500 5,042 SL 15.000000000000 500 0    
ENTRANCE DOORS LOCK SET 2012-01-01 105 70 SL 15.000000000000 7 0    
SOUP KITCHEN PAINTING 2012-03-01 617 403 SL 15.000000000000 41 0    
SOUP KITCHEN RENOVATIONS 2012-03-01 3,542 2,321 SL 15.000000000000 236 0    
SOUP KITCHEN ACOUSTICAL CEILING 2012-03-01 2,115 1,387 SL 15.000000000000 141 0    
HP LASERJET PRINTER 2013-05-07 332 332 SL 5.000000000000 0 0    
HP LASERJET PRINTER 2013-09-04 252 252 SL 5.000000000000 0 0    
AWNING 2014-02-01 2,161 1,142 SL 15.000000000000 144 0    
REFRIGERATOR 2015-03-01 3,650 3,650 SL 5.000000000000 0 0    
REFRIGERATOR 2017-03-22 2,600 2,513 SL 5.000000000000 87 0    
SOUP KETTLE 2017-07-20 19,380 17,442 SL 5.000000000000 1,938 0    
SOUP KITCHEN OFFICE REMODEL 2018-08-01 1,981 451 SL 15.000000000000 132 0    
AIR CONDITIONER - REPL/INST 2018-09-20 876 584 SL 5.000000000000 175 0    
REFRIGERATOR 2020-01-17 3,119 1,247 SL 5.000000000000 624 0    
GAS UNIT HEATER 2020-12-31 4,475 970 SL 5.000000000000 895 0    

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TY 2022 ExpenditureResponsibilityStmt
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
UNITED COAL FOUNDATION INC
  		2112 NORTH ROAN STREET STE 500
JOHNSON CITY,TN37601 		2022-05-24 100,000 SUPPORTING HUMANITARIAN RELIEF EFFORTS IN UKRAINE 100,000 NONE 1/30/23 2023-01-30 FUNDS WERE USED FOR THE INTENDED PURPOSES.

TY 2022 InvestmentsCorpBondsSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 3.4% 11/30/23 172,157 172,157
AEP TX INC 2.1% 07/01/30 202,675 202,675
AETNA INC 2.8% 06/15/23 247,368 247,368
AMCOR FLEXIBLES NORTH 3.1% 09/15/26 231,823 231,823
AMEREN CORP 2.5% 09/15/24 239,116 239,116
AMERIPRISE FINL INC 3% 04/02/25 239,464 239,464
AMERN EXPRESS CO 2.5% 07/30/24 240,429 240,429
AMGEN INC 2.2% 02/21/27 224,291 224,291
AVERY DENNISON CORP 3.35% 04/15/23 248,396 248,396
BK OF AMER CORP MTN 1.25% 09/24/26 213,821 213,821
BK OF AMER CORP MTN 5.7% 12/01/27 246,692 246,692
BORGWARNER INC 2.65% 07/01/27 222,393 222,393
CAP ONE FINL CO 3.2% 02/05/25 240,360 240,360
CARLISLE COS INC 3.5% 12/01/24 241,580 241,580
COLLINS AEROSPACE 3.2% 03/15/24 245,134 245,134
CT LT & PWR 2.5% 01/15/23 249,848 249,848
EAGLE MATERIALS 2.5% 07/01/31 196,111 196,111
EASTMAN CHEM CO 3.8% 03/15/25 242,567 242,567
FIFTH THIRD BANCORP 2.375% 01/28/25 237,046 237,046
FIRST HORIZON CORP 3.55% 05/26/23 248,405 248,405
FISERV INC 3.8% 10/01/23 247,336 247,336
FNB CORP 2.2% 02/24/23 248,742 248,742
GA PWR CO 2.2% 09/15/24 238,399 238,399
GOLDMAN SACHS GROUP MTN 2% 12/14/26 217,861 217,861
HP INC 2.2% 06/17/25 233,566 233,566
HUNTINGTON BANCSHARE 2.625% 08/06/24 239,952 239,952
LAB CORP OF AMER 3.25% 09/01/24 242,245 242,245
M&T BK CORP 3.55% 07/26/23 248,155 248,155
MCKESSON CORP 2.85% 03/15/23 249,043 249,043
NATL RURAL UTIL COOP 2.4% 03/15/30 208,128 208,128
NATL RURAL UTIL COOP 2.7% 02/15/23 249,482 249,482
JPMORGAN MTN 3% 02/22/24 247,050 247,050
NUCOR CORP 2% 06/01/25 232,659 232,659
ORACLE CORP 1.65% 03/25/26 223,805 223,805
REP SERVICES INC 2.5% 08/15/24 239,572 239,572
ROPER TECHNOLOGIES IN 2.35% 09/15/24 238,695 238,695
SHERWIN-WILLIAMS CO 4.05% 08/08/24 246,210 246,210
SONOCO PRODUCTS CO 2.25% 02/01/27 222,296 222,296
SOUTHN CO 2.95% 07/01/23 247,583 247,583
SVB FINL GROUP 3.5% 01/29/25 240,022 240,022
TRANSCONT GAS PIPE LI 3.25% 05/15/30 216,948 216,948
VALERO ENERGY CORP 2.15% 09/15/27 219,172 219,172
WELLS FARGO & CO 3% 10/23/26 231,054 231,054
WELLS FARGO & CO MTN 4.5% 07/28/25 243,948 243,948
ZIONS BANCORP NA MTN 3.25% 10/29/29 204,300 204,300

TY 2022 InvestmentsCorpStockSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 301,482 301,482
ADOBE SYSTEMS INC 133,939 133,939
AIR PRODUCTS & CHEMICALS INC 212,699 212,699
ALPHABET INC-CL A 783,218 783,218
ALPHABET INC/CA-CL C 395,913 395,913
AMAZON.COM INC 1,204,140 1,204,140
AMERIPRISE FINANCIAL INC 55,424 55,424
AMPHENOL CORP-CL A 185,249 185,249
APPLE INC 1,520,701 1,520,701
APPLIED MATERIALS INC 83,552 83,552
APTIV PLC 157,203 157,203
AUTOMATIC DATA PROCESSING 224,767 224,767
AUTOZONE INC 86,316 86,316
BERKSHIRE HATHAWAY INC-CL B 164,335 164,335
BOOZ ALLEN HAMILTON HOLDINGS 73,164 73,164
BOSTON SCIENTIFIC CORP 96,612 96,612
CDW CORP/DE 261,441 261,441
CHEVRON CORP 62,822 62,822
COCA-COLA CO/THE 49,234 49,234
CONSTELLATION BRANDS INC-A 138,355 138,355
COOPER COS INC/THE 150,124 150,124
COSTCO WHOLESALE CORP 266,140 266,140
CSX CORP 92,940 92,940
DANAHER CORP 63,701 63,701
DEVON ENERGY CORP 54,744 54,744
DOLLAR GENERAL CORP 49,989 49,989
EATON CORP PLC 75,964 75,964
ELI LILLY & CO 575,832 575,832
EOG RESOURCES INC 51,808 51,808
ESTEE LAUDER COMPANIES-CL A 59,546 59,546
HOME DEPOT INC 233,105 233,105
HONEYWELL INTERNATIONAL INC 186,012 186,012
ILLUMINA INC 116,872 116,872
INTUIT INC 102,754 102,754
INTUITIVE SURGICAL INC 78,278 78,278
IQVIA HOLDINGS INC 237,468 237,468
MARKEL CORP 210,798 210,798
MASTERCARD INC-CLASS A 542,111 542,111
METTLER-TOLEDO INTERNATIONAL 183,572 183,572
MICROCHIP TECHNOLOGY INC 239,482 239,482
MICROSOFT CORP 2,186,199 2,186,199
NIKE INC -CL B 403,216 403,216
NVIDIA CORP 116,912 116,912
O'REILLY AUTOMOTIVE INC 178,090 178,090
PALO ALTO NETWORKS INC 50,374 50,374
PARKER HANNIFIN CORP 44,523 44,523
PFIZER INC 71,736 71,736
PROCTER & GAMBLE CO/THE 75,174 75,174
PROGRESSIVE CORP 84,312 84,312
ROCKWELL AUTOMATION INC 35,287 35,287
ROPER TECHNOLOGIES INC 146,911 146,911
S&P GLOBAL INC 50,576 50,576
SALESFORCE.COM INC 140,545 140,545
SCHLUMBERGER LTD 65,114 65,114
SCHWAB (CHARLES) CORP 574,494 574,494
SHERWIN-WILLIAMS CO/THE 75,234 75,234
STERICYCLE INC 147,026 147,026
TEXAS INSTRUMENTS INC 82,940 82,940
THERMO FISHER SCIENTIFIC INC 69,938 69,938
TJX COMPANIES INC 261,964 261,964
TRANSDIGM GROUP INC 202,118 202,118
UNION PACIFIC CORP 67,919 67,919
UNITEDHEALTH GROUP INC 475,571 475,571
VISA INC-CLASS A SHARES 140,238 140,238
WALMART INC 170,148 170,148
WALT DISNEY CO/THE 87,575 87,575
ZOETIS INC 204,291 204,291

TY 2022 InvestmentsGovtObligationsSch
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
US Government Securities - End of Year Book Value:

1,737,118
US Government Securities - End of Year Fair Market Value:

1,737,118
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2022 InvestmentsOtherSchedule2
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER CORP FMV 411,856 411,856
ENERGY SELECT SECTOR SPDR FMV 560,683 560,683
FINANCIAL SELECT SECTOR SPDR FMV 569,430 569,430
HEALTH CARE SELECT SECTOR FMV 1,290,575 1,290,575
INDUSTRIAL SELECT SECT SPDR FMV 839,696 839,696
INVESCO S&P 500 EQUAL WEIGHT ETF FMV 2,655,500 2,655,500
JPMORGAN EQUITY PREMIUM INCOME ETF FMV 343,287 343,287
MATERIALS SELECT SECTOR SPDR FMV 178,664 178,664
SPDR DJIA TRUST FMV 1,090,076 1,090,076
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF FMV 800,800 800,800
SPDR S&P 500 ETF TRUST FMV 4,195,257 4,195,257
TECHNOLOGY SELECT SECT SPDR FMV 553,758 553,758
UTILITIES SELECT SECTOR SPDR FMV 77,550 77,550

TY 2022 LandEtcSchedule2
Name:
THE UNITED COMPANY 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 0
CHEVROLET VAN - SOUP KITCHEN 16,720 16,720 0 0
CAN OPENER 602 602 0 0
SOUP KETTLE 20,448 20,448 0 0
REFRIGERATOR 3,833 3,833 0 0
WORK TABLES 882 882 0 0
DOUBLE DOOR COOLER 4,902 4,902 0 0
TELEVISION 399 399 0 0
HP INKJET PRINTER 1,077 1,077 0 0
CANON PRINTER/SCANNER 242 242 0 0
ELECTRICAL- SOUP KITCHEN 4,555 3,366 1,189 1,189
NEW ENTRANCE DOORS 3,324 2,475 849 849
SOUP KITCHEN CONSTRUCTION 461 344 117 117
PAINTING NEW ADDITIONS 672 501 171 171
INSTALL WATER & GAS LINE SOUP K 1,474 1,097 377 377
PAVING 7,500 5,542 1,958 1,958
ENTRANCE DOORS LOCK SET 105 77 28 28
SOUP KITCHEN PAINTING 617 444 173 173
SOUP KITCHEN RENOVATIONS 3,542 2,557 985 985
SOUP KITCHEN ACOUSTICAL CEILING 2,115 1,528 587 587
HP LASERJET PRINTER 332 332 0 0
HP LASERJET PRINTER 252 252 0 0
AWNING 2,161 1,286 875 875
REFRIGERATOR 3,650 3,650 0 0
REFRIGERATOR 2,600 2,600 0 0
SOUP KETTLE 19,380 19,380 0 0
SOUP KITCHEN OFFICE REMODEL 1,981 583 1,398 1,398
AIR CONDITIONER - REPL/INST 876 759 117 117
REFRIGERATOR 3,119 1,871 1,248 1,248
GAS UNIT HEATER 4,475 1,865 2,610 2,610


TY 2022 OtherDecreasesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Description Amount
NET UNREALIZED CHANGE IN VALUE OF INVESTMENTS 13,168,549


TY 2022 OtherExpensesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FUEL (SOUP KITCHEN) 304 0   304
SUPPLIES 853 0   853
VEHICLE EXPENSE (SOUP KITCHEN) 311 0   311
COST OF FOOD CONSUMED (SOUP KITCHEN) 88,888 0   88,888
INSURANCE 19,273 0   19,273
PAYROLL PROCESSING - ADP 1,028 0   1,028
TELEPHONE 1,905 0   1,905
ELECTRICITY 4,263 0   4,263
HSA ADMINISTRATIVE EXPENSE 600 0   600
PROMOTIONS & ADVERTISING 1,242 0   1,242
MISCELLANEOUS EXPENSE 529 0   529
CAMP SUCCESS 24,139 0   24,139
CAMP FOR KIDS 19,470 0   19,470
REPAIRS AND MAINTENANCE 163 0   163
HOLIDAY GIFT CERTIFICATES (SOUP KITCHEN ROUTE RECIPIENTS) 12,362 0   12,362


TY 2022 OtherProfessionalFeesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 272,174 272,174   0


TY 2022 TaxesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECTION 4940 TAX 40,019 0   0