Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
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
BRISTOL
State or province
VA
Country  
ZIP or foreign postal code
242013473
A Employer identification number

54-1390453
B Telephone number (see instructions)

2766451436
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$58,693,199J 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) 5,000
2 Check .................
3 Interest on savings and temporary cash investments 184,541 184,541  
4 Dividends and interest from securities... 1,315,627 1,197,120  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,135,552
b Gross sales price for all assets on line 6a 34,842,227
7 Capital gain net income (from Part IV, line 2)... 5,155,901
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........ 6,640,720 6,537,562  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 181,090 0   181,090
14 Other employee salaries and wages...... 121,781 0   121,781
15 Pension plans, employee benefits....... 35,078 0   35,078
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,761 0   5,761
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
210,365 210,365   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
89,316 0   4
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,721 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,396 0   5,396
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
262,925 0   262,925
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 914,433 210,365   612,035
25 Contributions, gifts, grants paid....... 2,495,232 2,559,434
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,409,665 210,365   3,171,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,231,055
b Net investment income (if negative, enter -0-) 6,327,197
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 38,905 208,842 208,842
2 Savings and temporary cash investments......... 2,942,221 5,295,406 5,295,406
3 Accounts receivable 257,134
Less: allowance for doubtful accounts   217,712 257,134 257,134
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use.............. 16,585 16,979 16,979
9 Prepaid expenses and deferred charges.......... 7,164 7,958 7,958
10a Investments—U.S. and state government obligations (attach schedule) 3,225,000 Click to see attachment
List of Attached Documents:
// Content
3,001,995 		3,001,995
b Investments—corporate stock (attach schedule)....... 21,964,682 Click to see attachment
List of Attached Documents:
// Content
21,556,054 		21,556,054
c Investments—corporate bonds (attach schedule)....... 9,295,497 Click to see attachment
List of Attached Documents:
// Content
11,397,753 		11,397,753
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,608,777 Click to see attachment
List of Attached Documents:
// Content
16,948,071 		16,948,071
14 Land, buildings, and equipment: basis 135,444
Less: accumulated depreciation (attach schedule) 132,437 5,728 Click to see attachment
List of Attached Documents:
// Content
3,007 		3,007
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 55,322,271 58,693,199 58,693,199
Liabilities 17 Accounts payable and accrued expenses.......... 130,241 114,049
18 Grants payable................. 203,810 139,608
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 334,051 253,657
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 53,035,522 56,478,628
25 Net assets with donor restrictions............ 1,952,698 1,960,914
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 54,988,220 58,439,542
30 Total liabilities and net assets/fund balances (see instructions). 55,322,271 58,693,199
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
54,988,220
2
Enter amount from Part I, line 27a .....................
2
3,231,055
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
220,267
4
Add lines 1, 2, and 3 ..........................
4
58,439,542
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
58,439,542
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
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 34,842,227   29,686,326 5,155,901
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       5,155,901
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 5,155,901
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 87,948
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 87,948
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 87,948
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 89,638
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 89,638
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 205
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,485
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,485 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressWWW.UNITEDCOFOUNDATION.ORG
14
The books are in care ofTHE ORGANIZATION Telephone no. (276) 645-1436

Located at1005 GLENWAY AVENUEBRISTOLVA ZIP+4242013473
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
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 ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES W MCGLOTHLIN CHAIRMAN/DIRECTOR THRU 8/6/25
5.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
FAY H STREET CHAIRMAN/DIRECTOR
5.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
FRANCES G MCGLOTHLIN VICE CHAIRMAN
1.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
ISRAEL O'QUINN PRESIDENT/CEO
10.00 		60,092 2,382 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
DANIELLE HAHNE SECRETARY
20.00 		49,786 1,672 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 		71,212 2,848 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
JULIA K SMITH ASSISTANT SECRETARY
1.00 		0 0 0
1005 GLENWAY AVENUE
BRISTOL,VA242013473
LOIS A CLARKE 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
LAUREN STREET WAGNER 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
TOLLISA PRATER COLLEGE & CAREER COU
40.00 		57,384 2,586 0
1760 EDGEWATER DRIVE
GRUNDY,VA24614
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
UNITED MANAGEMENT COMPANY LLC INVESTMENT MANAGEMENT 135,941
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 9,100 MEALS ARE DELIVERED PER MONTH. 146,842
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. 148,308
3 THE CAMP FOR KIDS PROGRAM SENDS FOSTER CHILDREN, UNDERPRIVILEGED AND AT-RISK CHILDREN TO A WEEK-LONG CHRISTIAN VALUE SUMMER CAMP. THE CAMP PROVIDES A SAFE HAVEN ENVIRONMENT IN A NURTURING AND LOVING ATMOSPHERE. 83,205
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
52,946,163
b
Average of monthly cash balances.......................
1b
3,755,019
c
Fair market value of all other assets (see instructions)................
1c
265,092
d
Total (add lines 1a, 1b, and 1c).......................
1d
56,966,274
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
56,966,274
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
854,494
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
56,111,780
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,805,589
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,805,589
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
87,948
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
87,948
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,717,641
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,717,641
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
2,717,641
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
3,171,469
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
3,171,469
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,717,641
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 159,589
b From 2021...... 169,735
c From 2022...... 396,471
d From 2023...... 671,165
e From 2024...... 743,695
f Total of lines 3a through e ........ 2,140,655
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,171,469
a Applied to 2024, 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 2025 distributable amount..... 2,717,641
e Remaining amount distributed out of corpus 453,828
5 Excess distributions carryover applied to 2025. 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 2,594,483
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		159,589
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		2,434,894
10 Analysis of line 9:
a Excess from 2021 .... 169,735
b Excess from 2022 .... 396,471
c Excess from 2023 .... 671,165
d Excess from 2024 .... 743,695
e Excess from 2025 .... 453,828
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALICE LLOYD COLLEGE

100 PURPOSE ROAD
PIPPA PASSES,KY37620 		N/A   SCHOLARSHIPS FOR NEEDY STUDENTS 25,000

APPALACHIAN AGENCY FOR SENIOR CITIZENS

PO BOX 765
CEDAR BLUFF,VA24609 		N/A   SUPPORT WORK TO IMPROVE QUALITY OF LIFE FOR OLDER & DISABLED INDIVIDUALS 25,000

APPALACHIAN HIGHLANDS COMMUNITY DENTAL CENTER

616 CAMPUS DRIVE
ABINGDON,VA24210 		N/A   SUPPORT OF CLINIC EXPANSION AND ONGOING OPERATION 94,894

BACKPACK BLESSINGS INC

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

BARTER FOUNDATION INC

160 CUMMINGS STREET
ABINGDON,VA24210 		N/A   GENERAL FINANCIAL SUPPORT & FUND EDUCATIONAL & YOUTH PROGRAMMING 65,000

BIG PRATER CHRISTIAN FOUNDATION INC

1383 LOVERS GAP RD
VANSANT,VA24656 		N/A   FINANCIAL ASSISTANCE TO PROPERTY OWNERS IMPACTED BY BUCHANAN CO FLOODS IN FEB 2025 50,000

BIRTHPLACE OF COUNTRY MUSIC ALLIANCE

416 STATE ST SUITE A
BRISTOL,TN37620 		N/A   SUPPORT FOR CONTINUATION OF MUSEUM'S EXTENSIVE EDUCATIONAL RESOURCE PROJECT 25,000

BLUEFIELD COLLEGE

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

BOB JONES UNIVERSITY

1700 WADE HAMPTON BLVD
GREENVILLE,SC29614 		N/A   EDUCATION - TUITION 7,500

BOY SCOUTS OF AMERICA SEQUOYAH COUNCIL

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

BOYS AND GIRLS CLUB OF CENTRAL APPALACHIA

PO BOX 1505
GRUNDY,VA24614 		N/A   SUPPORT STEM, SIMULATED WORKFORCE PROGRAMS; ACADEMIC ASSISTANCE & ENRICHMENT PROGRAMS 100,000

BOYS AND GIRLS CLUB OF THE MOUNTAIN EMPIRE

334 REBECCA STREET
BRISTOL,VA24201 		N/A   SUSTAIN AND STRENGTHEN PROGRAMMING AND SCHOLARSHIP INCENTIVES 20,000

BRISTOL EMERGENCY FOOD PANTRY

PO BOX 1471
BRISTOL,VA24203 		N/A   GENERAL SUPPORT LOCAL FOOD BANK 20,000

BRISTOL FAITH IN ACTION

1534 EUCLID AVENUE
BRISTOL,VA24201 		N/A   DIRECT FINANCIAL ASSISTANCE FOR FAMILIES IN CRITICAL NEED & DIAPER MINISTRY 25,000

BRISTOL HUMANE SOCIETY

16222 LEE HIGHWAY
BRISTOL,VA24202 		N/A   NEW ANETHESIA MACHINES FOR SURGICAL ARES OF NEW EXPANSION 11,530

BRISTOL LIFE SAVING CREW

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

BRISTOL REGIONAL SPEECH & HEARING CENTER

359 COMMONWEALTH AVE
BRISTOL,VA24201 		N/A   SPEECH THERAPY ASSISTANCE; PEDIATRIC AUDIOLOGY ASSISTANCE 20,000

BRISTOL TENNESSEE POLICE DEPARTMENT

801 ANDERSON STREET
BRISTOL,VA37620 		N/A   GENERAL SUPPORT 10,000

BRISTOL VIRGINIA DEPARTMENT OF SOCIAL SERVICES

621 WASHINGTON STREET
BRISTON,VA24201 		N/A   ASSIST AT RISK CHILDREN WITH FOOD, CLOTHING, BEDDING AND SHELTER EXPENSES 5,000

BRISTOL VIRGINIA FIRE DEPARTMENT

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

BRISTOL VIRGINIA POLICE DEPARTMENT

417 CUMBERLAND STREET
BRISTOL,VA24201 		N/A   GENERAL SUPPORT 10,000

BRISTOL VIRGINIA SHERIFF DEPARTMENT

417 CUMBERLAND STREET
BRISTOL,VA24201 		N/A   GENERAL SUPPORT 10,000

BUCHANAN COUNTY SCHOOLS

4447 SLATE CREEK ROAD
GRUNDY,VA24614 		N/A   FUND TRANSPORTATION, LODGING, MEALS, ETC. FOR HS STUDENTS TO VISIT COLLEGE CAMPUSES, TOUR CLASSES, ETC. 35,000

CENTRAL VIRGINIA COMMUNITY COLLEGE

3506 WARDS RD
LYNCHBURG,VA24502 		N/A   EDUCATION - TUITION 3,325

CENTRAL VIRGINIA COMMUNITY COLLEGE

3506 WARDS RD
LYNCHBURG,VA24502 		N/A   EDUCATION - BOOKS 128

COMMUNITIES IN SCHOOLS OF APPLACHIAN HIGHLANDS

220 LEE STREET
BRISTOL,VA24201 		N/A   COATS, SHOES, & BACKPACKS FOR STUDENTS IN NEED; BRISTOL, VA & BUCHANAN COUNTY PUBLIC SCHOOLS 56,000

COMMUNITY SCHOOL OF NAPLES

13275 LIVINGSTON ROAD
NAPLES,FL34109 		N/A   PERFORMING ARTS PROGRAM 25,000

CROSSROADS MEDICAL MISSION

PO BOX 16852
BRISTOL,VA24209 		N/A   FUND ANNUAL PROGRAMMING 60,000

EAST TENNESSEE STATE UNIVERSITY

807 UNIVERSITY PARKWAY
JOHNSON CITY,TN376141700 		N/A   EDUCATION - TUITION 74,477

EAST TENNESSEE STATE UNIVERSITY

807 UNIVERSITY PARKWAY
JOHNSON CITY,TN376141700 		N/A   EDUCATION - BOOKS 3,023

EMORY AND HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		N/A   EDUCATION - ROOM & BOARD 650

EMORY AND HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		N/A   EDUCATION - TUITION 59,615

EMORY AND HENRY COLLEGE

PO BOX 947
EMORY,VA243270947 		N/A   EDUCATION - BOOKS 1,704

FEEDING AMERICA SOUTHWEST VIRGINIA

1025 ELECTRIC ROAD
SALEM,VA24153 		N/A   MOBILE FOOD PANTRY ASSISTANCE 125,000

FEEDING MY SHEEP INC

PO BOX 970
VANSANT,VA24656 		N/A   PROVIDE FOOD ASSISTANCE IN SW VA WHERE POVERTY IS HIGH AND DESTRUCTIVE 30,000

FOOD BANK OF WISE COUNTY INCORPORATED

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

FOUNDATION FOR EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES INC

400 EDGEWOOD LANE
BRISTOL,VA24201 		N/A   EXPANSION PROJECT-$50,000; TUITION GRANT FUND-$50,000 100,000

FRIENDS OF HONAKER

455 HERITAGE DRIVE
HONAKER,VA24260 		N/A   INSTALL TENNIS, PICKLEBALL AND BASKETBALL COURTS 25,000

GEORGETOWN UNIVERSITY

3700 O ST NW
WASHINGTON,DC20057 		N/A   EDUCATION - TUITION 1,293

GIRL SCOUT COUNCIL OF THE SOUTHERN APPALACHIANS INC

1100 WOODLAND AVENUE
JOHNSON CITY,TN37601 		N/A   SCHOLARSHIP FOR YOUNG GIRLS TO BECOME A GIRL SCOUT 5,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		N/A   EDUCATION - TUITION 20,669

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		N/A   EDUCATION - ROOM & BOARD 182

GREEN SPRING VOLUNTEER FIRE DEPT

22632 GREEN SPRINGS CHURCH RD
ABINGDON,VA24211 		N/A   GENERAL SUPPORT 10,000

HARVARD UNIVERSITY

PO BOX 419209
BOSTON,MA022419209 		N/A   EDUCATION - TUITION 7,190

HAVEN OF REST RESCUE MISSION OF BRISTOL

624 ANDERSON STREET
BRISTOL,TN37620 		N/A   FUNDING FOR WIRING REPAIR AND HEATING/COOLING UNITS 25,000

HEALING HANDS HEALTH CENTER INC

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

JOHNSON UNIVERSITY

7900 JOHNSON DR
KNOXVILLE,TN37998 		N/A   EDUCATION - TUITION 112,094

JOHNSON UNIVERSITY

7900 JOHNSON DR
KNOXVILLE,TN37998 		N/A   EDUCATION - BOOKS 2,672

JOHNSON UNIVERSITY

7900 JOHNSON DR
KNOXVILLE,TN37998 		N/A   EDUCATION - ROOM & BOARD 7,075

KENTUCKY CHRISTIAN UNIVERSITY

100 ACADEMIC PKWY
GRAYSON,KY41143 		N/A   EDUCATION - TUITION 5,322

KENTUCKY CHRISTIAN UNIVERSITY

100 ACADEMIC PKWY
GRAYSON,KY41143 		N/A   EDUCATION - BOOKS 2,242

KING UNIVERSITY

1350 KING COLLEGE RD
BRISTOL,TN37620 		N/A   INTERNSHIP AND PROFESSIONAL DEVELOPMENT PROGRAMS 25,000

LEE STREET BAPTIST CHURCHLEE STREET COMMUNITY CENTER

1 WEST MARY STREET
BRISTOL,VA24201 		N/A   GENERAL OPERATIONS AND REPLACE FLOORING IN CENTER 15,000

MILLIGAN UNIVERSITY

PO BOX 250
MILLIGAN COLLEGE,TN37682 		N/A   EDUCATION - BOOKS 187

MILLIGAN UNIVERSITY

PO BOX 250
MILLIGAN COLLEGE,TN37682 		N/A   IMPLEMENTATION COSTS FOR HEALTH SCIENCE CLASSROOM 25,000

MILLIGAN UNIVERSITY

PO BOX 250
MILLIGAN COLLEGE,TN37682 		N/A   EDUCATION - TUITION 84,264

MONTGOMERY COLLEGE

51 MANNAKEE ST
ROCKVILLE,MD20850 		N/A   EDUCATION-TUITION 899

MOUNTAIN EMPIRE OLDER CITIZENS INC

PO BOX 888 1501 THIRD AVE EAST
BIG STONE GAP,VA24219 		N/A   FUND EMERGENCY FUEL FUND FOR ELDERLY FAMILIES IN SW VA 25,000

MOUNTAIN MISSION SCHOOL

1760 EDGEWATER DRIVE
GRUNDY,VA24614 		N/A   GENERAL FUNDING 5,000

NORTHERN VA COMMUNITY COLLEGE

6699 SPRINGFIELD CENTER DR
SPRINGFIELD,VA22150 		N/A   EDUCATION - TUITION 657

OLD DOMINION UNIVERSITY

5115 HAMPTON BOULEVARD
NORFOLK,VA23529 		N/A   EDUCATION - TUITION 10,076

PRESBYTERIAN CHILDREN'S HOME OF THE HIGHLANDS INC

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

QUINNIPIAC UNIVERSITY

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		N/A   EDUCATION - BOOKS 2,316

QUINNIPIAC UNIVERSITY

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		N/A   EDUCATION - TUITION 37,436

RIVERS WAY INC

10 6TH STREET
BRISTOL,TN37620 		N/A   ANNUAL INSURANCE COSTS ACROSS ALL PROGRAMS 17,500

SALISBURY UNIVERSITY

1101 CAMDEN AVE
SALISBURY,MD21801 		N/A   EDUCATION - TUITION 25,752

SALISBURY UNIVERSITY

1101 CAMDEN AVE
SALISBURY,MD21801 		N/A   EDUCATION - BOOKS 18

SOUTH UNIVERSITY - COLUMBIA

9 SCIENCE COURT
COLUMBIA,SC29203 		N/A   EDUCATION - TUITION 6,145

SOUTHWEST VA COMMUNITY COLLEGE

724 COMMUNITY COLLEGE ROAD
CEDAR BLUFF,VA24609 		N/A   EDUCATION - TUITION 936

SOUTHWEST VA CRIMINAL JUSTICE TRAINING ACADEMY

1595 BONHAMS ROAD
BRISTOL,VA24201 		N/A   TRAINING AND PROGRAMMING WITHIN THE ACADEMY 10,000

ST MARY'S COLLEGE OF MARYLAND

47645 COLLGE DR
ST MARYS CITY,MD20686 		N/A   EDUCATION - TUITION 12,286

ST MARY'S COLLEGE OF MARYLAND

47645 COLLGE DR
ST MARYS CITY,MD20686 		N/A   EDUCATION - BOOKS 358

SULLINS ACADEMY

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

SYMPHONY OF THE MOUNTAINS

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

TENNESSEE WESLEYAN UNIVERSITY

204 E COLLEGE ST
ATHENS,TN37303 		N/A   EDUCATION - TUITION 16,255

THE PARAMOUNT FOUNDATION

518 STATE STREET
BRISTOL,TN37620 		N/A   COMMUNIY ACCESS PROGRAMMING 25,000

THEATER GUILD OF BUCHANAN COUNTY

8936 DISMAL RIVER ROAD
OAKWOOD,VA24631 		N/A   SUPPORT CULTIVATING ART APPRECIATION AMONG CHILDREN/FAMILIES IN SWVA REGION 25,000

THEATRE BRISTOL

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

TOWSON UNIVERSITY

8000 YORK ROAD
TOWSON,MD21252 		N/A   EDUCATION - TUITION 17,921

TOWSON UNIVERSITY

8000 YORK ROAD
TOWSON,MD21252 		N/A   EDUCATION - BOOKS 201

TRAILS TO RECOVERY

PO BOX 146
ABINGDON,VA24212 		N/A   CREEPER TRAIL REBUILDING EFFORTS 25,000

TRINITY WASHINGTON UNIVERSITY

125 MICHIGAN AVE NE SUITE 380
WASHINGTON,DC20017 		N/A   EDUCATION - TUITION 6,580

UNIVERSITY OF LOUISVILLE

215 CENTRAL AVENUE SUITE 212
LOUISVILLE,KY40208 		N/A   EDUCATION - TUITION 3,750

UNIVERSITY OF VIRGINIA

1827 UNIVERSITY AVENUE
CHARLOTTESVILLE,VA22903 		N/A   EDUCATION - BOOKS 82

UNIVERSITY OF VIRGINIA

1827 UNIVERSITY AVENUE
CHARLOTTESVILLE,VA22903 		N/A   EDUCATION - TUITION 1,007

UVA WISE

1 COLLEGE AVENUE
WISE,VA24293 		N/A   EDUCATION - TUITION 31,752

UVA WISE

1 COLLEGE AVENUE
WISE,VA24293 		N/A   EDUCATION - BOOKS 4,170

VIRGINIA COLLEGE OF OSTEOPATHIC MEDICINE

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

VIRGINIA COMMONWEALTH UNIVERSITY

1111 W BROAD STREET
RICHMOND,VA23221 		N/A   EDUCATION - TUITION 11,442

VIRGINIA HIGHLANDS FESTIVAL

PO BOX 901
ABINGDON,VA24212 		N/A   2025 HOT AIR BALLOON GLOW 8,000

VIRGINIA TECH

210 BURRUSS HALL
BLACKSBURG,VA24061 		N/A   EDUCATION - BOOKS 1,516

VIRGINIA TECH

210 BURRUSS HALL
BLACKSBURG,VA24061 		N/A   EDUCATION - TUITION 22,217

VIRGINIA TECH

210 BURRUSS HALL
BLACKSBURG,VA24061 		N/A   EDUCATION - ROOM & BOARD 100

WALTERS STATE COMMUNITY COLLEGE

PO BOX 1508
MORRISTOWN,TN378161508 		N/A   EDUCATION - TUITION 755

WASHINGTON COUNTY SHERRIFF DEPARTMENT

20281 RUSTIC LANE
ABINGDON,VA24210 		N/A   GENERAL SUPPORT 10,000

WEST VIRGINIA UNIVERSITY

PO BOX 6201
MORGANTOWN,WV26506 		N/A   EDUCATION - TUITION 6,783

WEST VIRGINIA UNIVERSITY

PO BOX 6201
MORGANTOWN,WV26506 		N/A   EDUCATION - BOOKS 134

WINGATE UNIVERSITY

211 E WILSON ST
WINGATE,NC28174 		N/A   EDUCATION - TUITION 22,500

WINGATE UNIVERSITY

211 E WILSON ST
WINGATE,NC28174 		N/A   EDUCATION - BOOKS 2,520

YMCA BRISTOL FAMILY YMCA

400 MARTIN LUTHER KING JR BLVD
BRISTOL,TN37620 		N/A   PROGRAM SUPPORT 25,000

YMCA OF BUCHANAN COUNTY

PO BOX 1450
GRUNDY,VA24614 		N/A   GENERAL SUPPORT 236,334

YWCA - BRISTOL

106 STATE STREET
BRISTOL,TN37620 		N/A   SCHOLARSHIPS FOR MCGLOTHLIN STREET CHILDCARE CENTER 55,000
Total ................................. 3a 2,559,434
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 184,541  
4 Dividends and interest from securities ....     14 1,315,627  
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 5,135,552  
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 6,635,720 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,635,720
(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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE UNITED COMPANY FOUNDATION
 
Employer identification number

54-1390453
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
THE UNITED COMPANY FOUNDATION
  		Employer identification number
54-1390453
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
AT&T
 
PO BOX 5044
 
CAROL STREAM, IL60197

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE UNITED COMPANY FOUNDATION
  		Employer identification number

54-1390453
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE UNITED COMPANY FOUNDATION
  		Employer identification number

54-1390453
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 5,761 0   5,761

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

TY 2025 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 3,974 SL 15.000000000000 304 0    
NEW ENTRANCE DOORS 2011-11-01 3,324 2,918 SL 15.000000000000 222 0    
SOUP KITCHEN CONSTRUCTION 2011-11-01 461 405 SL 15.000000000000 31 0    
PAINTING NEW ADDITIONS 2011-11-01 672 590 SL 15.000000000000 45 0    
INSTALL WATER & GAS LINE SOUP K 2011-11-01 1,474 1,293 SL 15.000000000000 98 0    
PAVING 2011-12-01 7,500 6,542 SL 15.000000000000 500 0    
ENTRANCE DOORS LOCK SET 2012-01-01 105 91 SL 15.000000000000 7 0    
SOUP KITCHEN PAINTING 2012-03-01 617 526 SL 15.000000000000 41 0    
SOUP KITCHEN RENOVATIONS 2012-03-01 3,542 3,029 SL 15.000000000000 236 0    
SOUP KITCHEN ACOUSTICAL CEILING 2012-03-01 2,115 1,810 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 1,574 SL 15.000000000000 144 0    
REFRIGERATOR 2015-03-01 3,650 3,650 SL 5.000000000000 0 0    
REFRIGERATOR 2017-03-22 2,600 2,600 SL 5.000000000000 0 0    
SOUP KETTLE 2017-07-20 19,380 19,380 SL 5.000000000000 0 0    
SOUP KITCHEN OFFICE REMODEL 2018-08-01 1,981 847 SL 15.000000000000 132 0    
AIR CONDITIONER - REPL/INST 2018-09-20 876 876 SL 5.000000000000 0 0    
REFRIGERATOR 2020-01-17 3,119 3,119 SL 5.000000000000 0 0    
GAS UNIT HEATER 2020-12-31 4,475 3,655 SL 5.000000000000 820 0    

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 4.55% 03/15/35 246,119 246,119
AEP TX INC 2.1% 07/01/30 227,689 227,689
AMAZON.COM INC 4.1% 11/20/30 250,273 250,273
AMCOR FLEXIBLES NORTH 3.1% 09/15/26 247,812 247,812
AMERN HONDA FIN MTN 4.4% 09/05/29 252,524 252,524
AMGEN INC 2.2% 02/21/27 199,836 199,836
AMPHENOL CORP 5.05% 04/05/27 253,454 253,454
BK OF AMER CORP MTN 1.25% 09/24/26 245,190 245,190
BORGWARNER INC 2.65% 07/01/27 244,954 244,954
COMCAST CORP 4.15% 10/15/28 251,348 251,348
CONOCOPHILLIPS CO 4.85% 01/15/32 256,711 256,711
CUMMINS INC 4.7% 02/15/31 255,248 255,248
CUMMINS INC 4.9% 02/20/29 256,590 256,590
EAGLE MATERIALS 2.5% 07/01/31 227,028 227,028
GA PWR CO 5.004% 02/23/27 253,229 253,229
GILEAD SCIENCES INC 4.6% 09/01/35 247,074 247,074
GOLDMAN SACHS GRO MTN 5.05% 12/31/35 249,170 249,170
GOLDMAN SACHS GROUP MTN 2% 12/14/26 245,660 245,660
HOME DEPOT INC 4.9% 04/15/29 257,210 257,210
IBM CORP 4.5% 02/06/28 252,478 252,478
JOHN DEERE CAP COR MTN 4.2% 07/15/27 251,818 251,818
JPMORGAN CHASE MTN 5% 12/18/34 507,455 507,455
MARRIOTT INTL 4.65% 12/01/28 254,367 254,367
MORGAN STANLEY MTN 4.15% 11/26/31 498,640 498,640
NATL RURAL UTIL COOP 2.4% 03/15/30 233,393 233,393
NATL RURAL UTIL MTN 5.05% 09/15/28 256,496 256,496
ORACLE CORP 4.5% 05/06/28 249,949 249,949
PHILLIPS 66 4.65% 11/15/34 244,939 244,939
PRUDENTIAL FINL MTN 4.25% 08/15/29 251,340 251,340
RAYMOND JAMES FINL 4.65% 04/01/30 254,418 254,418
REP SERVICES INC 5% 12/15/33 258,482 258,482
SONOCO PRODUCTS CO 2.25% 02/01/27 245,192 245,192
ST STR CORP 5.272% 08/03/26 251,589 251,589
THERMO FISHER SCIENTIFIC 5% 01/31/29 257,355 257,355
TOYOTA MTR CR COR MTN 4.35% 10/08/27 252,420 252,420
TRANSCONT GAS PIPE LI 3.25% 05/15/30 239,510 239,510
UNITEDHEALTH GROUP INC 4.2% 05/15/32 246,819 246,819
US BANCORP MTN 5% 04/30/30 498,460 498,460
US BANCORP MTN 5.35% 12/19/34 249,193 249,193
VALERO ENERGY CORP 2.15% 09/15/27 242,102 242,102
WELLS FARGO & CO 3% 10/23/26 248,172 248,172
WELLS FARGO & CO MTN 5.15% 12/16/34 250,554 250,554
ZIONS BANCORP NA MTN 3.25% 10/29/29 235,493 235,493

TY 2025 InvestmentsCorpStockSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 141,892 141,892
ALPHABET INC/CA-CL C 371,539 371,539
ALPHABET INC-CL A 606,594 606,594
AMAZON.COM INC 1,722,840 1,722,840
AMERICAN EXPRESS CO 284,122 284,122
AMPHENOL CORP-CL A 109,058 109,058
APPLE INC 1,224,186 1,224,186
APPLIED MATERIALS INC 77,097 77,097
ARISTA NETWORKS INC 139,516 139,516
ARTHUR J GALLAGHER & CO 67,803 67,803
ASML HOLDING NV-NY REG SHS 44,934 44,934
BANK OF AMERICA CORP 853,545 853,545
BOOKING HOLDINGS INC 133,883 133,883
BOSTON SCIENTIFIC CORP 164,574 164,574
BROADCOM INC 1,121,710 1,121,710
CADENCE DESIGN SYS INC 44,386 44,386
CATERPILLAR INC 85,931 85,931
CELESTICA INC 133,025 133,025
CISCO SYSTEMS INC 154,060 154,060
COSTCO WHOLESALE CORP 47,429 47,429
CSX CORP 72,754 72,754
EATON CORP PLC 90,457 90,457
ECOLAB INC 82,169 82,169
ELI LILLY & CO 433,096 433,096
ENTERGY CORP 38,081 38,081
EQT CORP 60,622 60,622
EXXON MOBIL CORP 130,930 130,930
GENERAL AEROSPACE CO 477,447 477,447
GOLDMAN SACHS GROUP INC 1,582,200 1,582,200
HILTON WORLDWIDE HOLDINGS IN 80,143 80,143
HOWMET AEROSPACE INC 99,640 99,640
INTERCONTINENTAL EXCHANGE IN 58,306 58,306
INTERNATIONAL BUSINESS MACHINES 133,295 133,295
INTUIT INC 164,943 164,943
INTUITIVE SURGICAL INC 77,025 77,025
JOHNSON & JOHNSON 250,616 250,616
JPMORGAN CHASE & CO 325,442 325,442
LINDE PLC 86,984 86,984
LOWE'S COS INC 118,892 118,892
MARTIN MARIETTA MATERIALS 72,229 72,229
MASTERCARD INC-CLASS A 323,118 323,118
MCDONALD'S CORP 93,828 93,828
META PLATFORMS INC-CLASS A 743,261 743,261
MICRON TECHNOLOGY INC 171,246 171,246
MICROSOFT CORP 1,655,915 1,655,915
MONDELEZ INTERNATIONAL INC-A 33,859 33,859
MORGAN STANLEY 338,017 338,017
NETFLIX INC 231,587 231,587
NEXTERA ENERGY INC 89,191 89,191
NVIDIA CORP 2,299,359 2,299,359
OLD DOMINION FREIGHT LINE 43,590 43,590
ORACLE CORP 102,912 102,912
O'REILLY AUTOMOTIVE INC 62,479 62,479
PALANTIR TECHNOLOGIES INC-A 533,250 533,250
PALO ALTO NETWORKS INC 81,048 81,048
PARKER HANNIFIN CORP 75,590 75,590
PEPSICO INC 54,394 54,394
PROGRESSIVE CORP 124,107 124,107
RTX CORP 256,760 256,760
S&P GLOBAL INC 175,590 175,590
SERVICENOW INC 56,680 56,680
SHERWIN-WILLIAMS CO/THE 59,297 59,297
STRYKER CORP 127,232 127,232
TAIWAN SEMICONDUCTOR-SP ADR 171,294 171,294
TEXAS INSTRUMENTS INC 117,800 117,800
THE SOUTHERN COMPANY 104,204 104,204
THERMO FISHER SCIENTIFIC INC 91,553 91,553
TJX COMPANIES INC 184,178 184,178
TRANE TECHNOLOGIES PLC 82,510 82,510
TRANSDIGM GROUP INC 54,524 54,524
UNITEDHEALTH GROUP INC 119,170 119,170
VISA INC-CLASS A SHARES 151,156 151,156
WALMART INC 480,177 480,177
WALT DISNEY CO/THE 97,956 97,956
WASTE CONNECTIONS INC 55,589 55,589
WELLS FARGO & CO 150,238 150,238

TY 2025 InvestmentsGovtObligationsSch
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
US Government Securities - End of Year Book Value:

3,001,995
US Government Securities - End of Year Fair Market Value:

3,001,995
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES TRUST ISHARES 1-5 YEAR ETF FMV 264,400 264,400
JPM NASDAQ EQUITY PREMIUM FMV 1,521,117 1,521,117
JPMORGAN EQUITY PREMIUM INCOME ETF FMV 231,450 231,450
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF FMV 805,000 805,000
SPDR S&P 500 ETF TRUST FMV 12,768,952 12,768,952
STF TACTICAL GROWTH INCOME EFT FMV 1,357,152 1,357,152

TY 2025 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  
CHEVROLET VAN - SOUP KITCHEN 16,720 16,720 0  
CAN OPENER 602 602 0  
SOUP KETTLE 20,448 20,448 0  
REFRIGERATOR 3,833 3,833 0  
WORK TABLES 882 882 0  
DOUBLE DOOR COOLER 4,902 4,902 0  
TELEVISION 399 399 0  
HP INKJET PRINTER 1,077 1,077 0  
CANON PRINTER/SCANNER 242 242 0  
ELECTRICAL- SOUP KITCHEN 4,555 4,278 277  
NEW ENTRANCE DOORS 3,324 3,140 184  
SOUP KITCHEN CONSTRUCTION 461 436 25  
PAINTING NEW ADDITIONS 672 635 37  
INSTALL WATER & GAS LINE SOUP K 1,474 1,391 83  
PAVING 7,500 7,042 458  
ENTRANCE DOORS LOCK SET 105 98 7  
SOUP KITCHEN PAINTING 617 567 50  
SOUP KITCHEN RENOVATIONS 3,542 3,265 277  
SOUP KITCHEN ACOUSTICAL CEILING 2,115 1,951 164  
HP LASERJET PRINTER 332 332 0  
HP LASERJET PRINTER 252 252 0  
AWNING 2,161 1,718 443  
REFRIGERATOR 3,650 3,650 0  
REFRIGERATOR 2,600 2,600 0  
SOUP KETTLE 19,380 19,380 0  
SOUP KITCHEN OFFICE REMODEL 1,981 979 1,002  
AIR CONDITIONER - REPL/INST 876 876 0  
REFRIGERATOR 3,119 3,119 0  
GAS UNIT HEATER 4,475 4,475 0  


TY 2025 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) 270 0   270
SUPPLIES 3,668 0   3,668
VEHICLE EXPENSE (SOUP KITCHEN) 112 0   112
COST OF FOOD CONSUMED (SOUP KITCHEN) 102,808 0   102,808
INSURANCE 16,825 0   16,825
PAYROLL PROCESSING - ADP 1,857 0   1,857
TELEPHONE 2,156 0   2,156
ELECTRICITY 4,498 0   4,498
SOFTWARE 788 0   788
PROMOTIONS & ADVERTISING 104 0   104
COLLEGE VISITS 3,767 0   3,767
MISCELLANEOUS EXPENSE 907 0   907
CAMP SUCCESS 29,200 0   29,200
CAMP FOR KIDS 83,205 0   83,205
HOLIDAY GIFT CERTIFICATES (SOUP KITCHEN ROUTE RECIPIENTS) 12,688 0   12,688
FREIGHT 72 0   72


TY 2025 OtherIncreasesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Description Amount
NET UNREALIZED CHANGE IN VALUE OF INVESTMENTS 220,267


TY 2025 OtherProfessionalFeesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 210,365 210,365   0


TY 2025 TaxesSchedule
Name:
THE UNITED COMPANY FOUNDATION
EIN:
54-1390453
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECTION 4940 TAX 89,312 0   0
TAXES AND LICENSES 4 0   4