2025-08-19T09:01:03-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990PF 2024-01-01 541390453 THE UNITED COMPANY FOUNDATION UNIT 2766451436 1005 GLENWAY AVENUE BRISTOL VA 242013473 ISRAEL O'QUINN PRESIDENT 2766451406 2025-08-12 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z X 55322271 X 125841 128559 128559 1171131 1158013 3843604 20189264 3844762 5269135 5131334 128250 0 128250 163310 0 163310 43882 0 43882 4700 0 4700 213228 213228 0 68528 0 0 3417 0 4417 0 4417 240618 0 240618 870350 213228 585177 2351196 2733348 3221546 213228 3318525 2047589 4918106 211234 38905 38905 3902378 2942221 2942221 217712 210314 217712 217712 17562 16585 16585 7948 7164 7164 2246924 3225000 3225000 17115732 21964682 21964682 8574801 9295497 9295497 17305846 17608777 17608777 135444 129716 9145 5728 5728 49601884 55322271 55322271 77108 130241 585961 203810 663069 334051 X 47140487 53035522 1798328 1952698 48938815 54988220 49601884 55322271 48938815 2047589 4001816 54988220 0 54988220 PUBLICLY TRADED SECURITIES 20189264 16344502 3844762 3844762 3844762 68362 0 68362 0 68362 56000 0 31000 0 87000 X 0 18638 18638 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 WWW.UNITEDCOFOUNDATION.ORG THE ORGANIZATION 2766451436 1005 GLENWAY AVENUE BRISTOL VA 242013473 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JAMES W MCGLOTHLIN 1005 GLENWAY AVENUE BRISTOL VA 242013473 CHAIRMAN/DIRECTOR 5.00 0 0 0 ISRAEL O'QUINN 1005 GLENWAY AVENUE BRISTOL VA 242013473 PRESIDENT/CEO 10.00 54019 2130 0 FAY H STREET 1005 GLENWAY AVENUE BRISTOL VA 242013473 SECRETARY/DIRECTOR 1.00 0 0 0 BARBARA J BJERKE 1005 GLENWAY AVENUE BRISTOL VA 242013473 TREASURER 1.00 0 0 0 CLAIRE DAVIS 1005 GLENWAY AVENUE BRISTOL VA 242013473 EXECUTIVE DIRECTOR 20.00 75000 3000 0 JULIA K SMITH 1005 GLENWAY AVENUE BRISTOL VA 242013473 ASSISTANT SECRETARY 1.00 0 0 0 FRANCES G MCGLOTHLIN 1005 GLENWAY AVENUE BRISTOL VA 242013473 DIRECTOR 1.00 0 0 0 MARTHA MCGLOTHLIN BOWMAN 1005 GLENWAY AVENUE BRISTOL VA 242013473 DIRECTOR 1.00 0 0 0 DAVID A STREET 1005 GLENWAY AVENUE BRISTOL VA 242013473 DIRECTOR 1.00 0 0 0 LAUREN STREET WAGNER 1005 GLENWAY AVENUE BRISTOL VA 242013473 DIRECTOR 1.00 0 0 0 LOIS A CLARKE 1005 GLENWAY AVENUE BRISTOL VA 242013473 DIRECTOR 1.00 0 0 0 TOLLISA PRATER 1760 EDGEWATER DRIVE GRUNDY VA 24614 COLLEGE & CAREER COU 40.00 55250 2345 0 0 UNITED MANAGEMENT COMPANY LLC 1005 GLENWAY AVENUE BRISTOL VA 24201 INVESTMENT MANAGEMENT 127903 0 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. 141897 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. 137015 THE CAMP FOR KIDS PROGRAM IS TO SEND 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. 69853 0 50633447 2773292 209785 53616524 0 0 53616524 804248 52812276 2640614 2640614 68362 68362 2572252 2578 2574830 0 2574830 3318525 0 3318525 2574830 0 0 525881 159589 169735 396471 671165 1922841 3318525 0 0 0 2574830 743695 0 0 2666536 0 0 0 0 0 0 525881 2140655 159589 169735 396471 671165 743695 ROSE HURLEY MOUNTAIN MISSION SCHOOL 1760 EDGEWATER DRIVE GRUNDY VA 24614 2767911514 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. DEADLINES FOR APPLICATIONS ARE JULY 1 FOR FALL SEMESTER AND DECEMBER 1 FOR SPRING SEMESTER. 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. ALICE LLOYD COLLEGE 100 PURPOSE ROAD PIPPA PASSES KY 37620 N/A PC SCHOLARSHIPS FOR NEEDY STUDENTS 25000 APPALACHIAN HIGHLANDS COMMUNITY DENTAL CENTER 616 CAMPUS DRIVE ABINGDON VA 24210 N/A PC SUPPORT OF CLINIC EXPANSION AND ONGOING OPERATION 100000 BACKPACK BLESSINGS INC PO BOX 24 GRUNDY VA 24614 N/A PC BACKPACK PROGRAM IN BUCHANAN CO. VA 5000 BALLAD HEALTH FOUNDATION 1019 W OAKLAND AVE SUITE 2 JOHNSON CITY TN 37604 N/A PC FUND NEW MOBILE COACH AND 3D MAMMOGRAPHY UNIT 350000 BARTER FOUNDATION INC 160 CUMMINGS STREET ABINGDON VA 24210 N/A PC FUND INNOVATIVE, UNDUPLICATED EDUCATION PROGRAMMING 50000 BIRTHPLACE OF COUNTRY MUSIC ALLIANCE 416 STATE ST SUITE A BRISTOL VA 24201 N/A PC SUPPORT FOR CONTINUATION OF MUSEUM'S EXTENSIVE EDUCATIONAL RESOURCE PROJECT 25000 BLUEFIELD COLLEGE 3000 COLLEGE AVENUE BLUEFIELD VA 24605 N/A PC SCHOLARSHIPS FOR OFF-SITE TRAINING IN CHRISTIAN MINISTERIAL LEADERSHIP CLASSES 50000 BOB JONES UNIVERSITY 1700 WADE HAMPTON BLVD GREENVILLE SC 29614 N/A PC EDUCATION - TUITION 13828 BOB JONES UNIVERSITY 1700 WADE HAMPTON BLVD GREENVILLE SC 29614 N/A PC EDUCATION - BOOKS 502 BOY SCOUTS OF AMERICA SEQUOYAH COUNCIL PO BOX 3010 JOHNSON CITY TN 37602 N/A PC SEQUOYAH COUNCIL CAPITAL PROGRAM - CAMP DAVY CROCKETT 25000 BOYS AND GIRLS CLUB OF CENTRAL APPALACHIA PO BOX 1505 GRUNDY VA 24614 N/A PC POWER HOUR - STEAM AT 6 LOCATIONS THOUGHOUT BUCHANAN CO VA 100000 BOYS AND GIRLS CLUB OF THE MOUNTAIN EMPIRE 334 REBECCA STREET BRISTOL VA 24201 N/A PC PROVIDE SCHOLARSHIPS TO NEEDY FAMILIES 20000 BRISTOL EMERGENCY FOOD PANTRY PO BOX 1471 BRISTOL VA 24203 N/A PC GENERAL SUPPORT LOCAL FOOD BANK 10000 BRISTOL FAITH IN ACTION 1534 EUCLID AVENUE BRISTOL VA 24201 N/A PC ASSIST HOUSEHOLDS OF DISABLED IN BRISTOL AREA & DIAPER MINISTRY 25000 BRISTOL HUMANE SOCIETY 16222 LEE HIGHWAY BRISTOL VA 24202 N/A PC SUPPLIES FOR ANIMAL SHELTER 10000 BRISTOL LIFE SAVING CREW PO BOX 302 BRISTOL VA 24203 N/A PC GENERAL SUPPORT 10000 BRISTOL REGIONAL SPEECH & HEARING CENTER 359 COMMONWEALTH AVE BRISTOL VA 24201 N/A PC SPEECH THERAPY ASSISTANCE; PEDIATRIC AUDIOLOGY ASSISTANCE 20000 BRISTOL TENNESSEE POLICE DEPARTMENT 801 ANDERSON STREET BRISTOL VA 37620 N/A GOV GENERAL SUPPORT 10000 BRISTOL VIRGINIA DEPARTMENT OF SOCIAL SERVICES 621 WASHINGTON STREET BRISTON VA 24201 N/A GOV ASSIST AT RISK CHILDREN WITH FOOD, CLOTHING, BEDDING AND SHELTER EXPENSES 5000 BRISTOL VIRGINIA FIRE DEPARTMENT 211 LEE ST BRISTOL VA 24201 N/A GOV GENERAL SUPPORT 10000 BRISTOL VIRGINIA POLICE DEPARTMENT 417 CUMBERLAND STREET BRISTOL VA 24201 N/A GOV GENERAL SUPPORT 10000 BRISTOL VIRGINIA SHERIFF DEPARTMENT 417 CUMBERLAND STREET BRISTOL VA 24201 N/A GOV GENERAL SUPPORT 10000 CENTRAL VIRGINIA COMMUNITY COLLEGE 3506 WARDS RD LYNCHBURG VA 24502 N/A GOV EDUCATION - TUITION 7010 CENTRAL VIRGINIA COMMUNITY COLLEGE 3506 WARDS RD LYNCHBURG VA 24502 N/A GOV EDUCATION - BOOKS 439 COMMUNITIES IN SCHOOLS OF APPLACHIAN HIGHLANDS 220 LEE STREET BRISTOL VA 24201 N/A PC COATS, SHOES, & BACKPACKS FOR STUDENTS IN NEED; BRISTOL, VA & BUCHANAN COUNTY PUBLIC SCHOOLS 56000 COMMUNITY SCHOOL OF NAPLES 13275 LIVINGSTON ROAD NAPLES FL 34109 N/A PC PROVIDE SUPPORT SERVICES FOR STUDENTS FROM MARGINALIZED COMMUNITIES 25000 CROSSROADS MEDICAL MISSION PO BOX 16852 BRISTOL VA 24209 N/A PC SUPPORT HEALTH CARE SAFETY NET PROJECT AND STAFF DEVELOPMENT 50000 DARTMOUTH COLLEGE 6016 MCNUTT HALL HANOVER NH 03755 N/A PC EDUCATION - ROOM & BOARD 851 DARTMOUTH COLLEGE 6016 MCNUTT HALL HANOVER NH 03755 N/A PC EDUCATION - TUITION 85 EAST TENNESSEE STATE UNIVERSITY 807 UNIVERSITY PARKWAY JOHNSON CITY TN 376141700 N/A GOV EDUCATION - TUITION 90256 EAST TENNESSEE STATE UNIVERSITY 807 UNIVERSITY PARKWAY JOHNSON CITY TN 376141700 N/A GOV EDUCATION - BOOKS 2922 EDWARD VIA VA COLLEGE OF OSTEOPATHIC MEDICINE 2265 KRAFT DR SW BLACKSBURG VA 24060 N/A PC SCHOLARSHIP FUND FOR MEDICAL STUDENTS AT VCOM WHO COMMIT TO PRACTICE IN SOUTHWEST VA 100000 EMORY AND HENRY COLLEGE PO BOX 947 EMORY VA 243270947 N/A PC EDUCATION - BOOKS 102 EMORY AND HENRY COLLEGE PO BOX 947 EMORY VA 243270947 N/A PC EDUCATION - TUITION 33289 FEEDING AMERICA SOUTHWEST VIRGINIA 1025 ELECTRIC ROAD SALEM VA 24153 N/A PC MOBILE FOOD PANTRY ASSISTANCE 200000 FEEDING MY SHEEP INC PO BOX 970 VANSANT VA 24656 N/A PC PROVIDE FOOD ASSISTANCE IN SW VA WHERE POVERTY IS HIGH AND DESTRUCTIVE 30000 FOOD BANK OF WISE COUNTY INCORPORATED PO BOX 2977 WISE VA 24293 N/A PC PROVIDE FOOD ASSISTANCE IN WISE COUNTY 30000 FOUNDATION FOR EDUCATIONAL AND DEVELOPMENTAL OPPORTUNITIES INC 400 EDGEWOOD LANE BRISTOL VA 24201 N/A PC SUPPORT TUITION GRANT FUND 100000 GEORGETOWN UNIVERSITY 3700 O ST NW WASHINGTON DC 20057 N/A PC EDUCATION - TUITION 2541 GIRL SCOUT COUNCIL OF THE SOUTHERN APPALACHIANS INC 1100 WOODLAND AVENUE JOHNSON CITY TN 37601 N/A PC SCHOLARSHIP FOR YOUNG GIRLS TO BECOME A GIRL SCOUT 5000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK RD PHOENIX AZ 85017 N/A PC EDUCATION - TUITION 42899 GREEN SPRING VOLUNTEER FIRE DEPT 22632 GREEN SPRINGS CHURCH RD ABINGDON VA 24211 N/A GOV GENERAL SUPPORT 10000 HEAL FOUNDATION INC PO BOX 140 PONTE VEDRA BEACH FL 32004 N/A PC ASSISTANCE FOR THE HEALING AUTISTIC LIFE PROGRAM 12500 HEALING HANDS HEALTH CENTER INC 245 MIDWAY MEDICAL PARK BRISTOL TN 37620 N/A PC DENTAL PROGRAM FOR WORKING, UNINSURED IN NE TN, SW VA 50000 JOHN BATTLE HIGH SCHOOL 21264 BATTLE HILL DR BRISTOL VA 24202 N/A PF FUNDS FOR BACKPACKS (PARENT,TEACHER,STUDENT ORG) 2500 JOHNSON UNIVERSITY 7900 JOHNSON DR KNOXVILLE TN 37998 N/A PC EDUCATION - TUITION 75187 JOHNSON UNIVERSITY 7900 JOHNSON DR KNOXVILLE TN 37998 N/A PC EDUCATION - BOOKS 1303 KING UNIVERSITY 1350 KING COLLEGE RD BRISTOL TN 37620 N/A PC FUND HIGH-FIDELITY FULL-BODY PATIENT SIMULATORS FOR NURSING PROGRAM 20000 LEE STREET BAPTIST CHURCHLEE STREET COMMUNITY CENTER 1 WEST MARY STREET BRISTOL VA 24201 N/A PC COMMUNITY OUTREACH FOR NEEDY FAMILIES & MOTHERS W/BABIES & SMALL CHILDREN 13000 MILLIGAN COLLEGE PO BOX 500 MILLIGAN COLLEGE TN 37682 N/A PC EDUCATION - BOOKS 2262 MILLIGAN COLLEGE PO BOX 500 MILLIGAN COLLEGE TN 37682 N/A PC EDUCATION - TUITION 115235 MONTGOMERY COLLEGE 51 MANNAKEE ST ROCKVILLE MD 20850 N/A PC EDUCATION-TUITION 670 MOUNTAIN EMPIRE OLDER CITIZENS INC PO BOX 888 1501 THIRD AVE EAST BIG STONE GAP VA 24219 N/A PC SUPPORT TUITION GRANT FUND 10000 NEW HOPE MISSIONS PO BOX 2038 GRUNDY VA 24614 N/A PC EXPANSION OF SOUP MINISTRY PROGRAM 10000 NEW RIVER COMMUNITY COLLEGE 5251 COLLEGE DRIVE DUBLIN VA 24084 N/A PC EDUCATION - TUITION 1289 NORTHERN VA COMMUNITY COLLEGE 6699 SPRINGFIELD CENTER DR SPRINGFIELD VA 22150 N/A PC EDUCATION - TUITION 3799 OLD DOMINION UNIVERSITY 5115 HAMPTON BOULEVARD NORFOLK VA 23529 N/A GOV EDUCATION - TUITION 11104 PARAMOUNT CENTER FOR THE ARTS 518 STATE STREET BRISTOL TN 37620 N/A PC RESTORATION PROJECT OF THE PARAMOUNT 50000 PRESBYTERIAN CHILDREN'S HOME OF THE HIGHLANDS INC 425 GRAYSON ROAD WYTHEVILLE VA 24382 N/A PC HELP SERVE YOUNG PEOPLE/FAMILIES IN CRISIS 20000 QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVENUE HAMDEN CT 06518 N/A PC EDUCATION - BOOKS 1655 QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVENUE HAMDEN CT 06518 N/A PC EDUCATION - TUITION 60001 RIVERS WAY INC 10 6TH STREET BRISTOL TN 37620 N/A PC SUPPORT EXPANSION OF WALKING PROGRAMS 10000 SALISBURY UNIVERSITY 1101 CAMDEN AVE SALISBURY MD 21801 N/A PC EDUCATION - TUITION 14129 SERVING ORPHANS WORLDWIDE INC PO BOX 1403 BRISTOL TN 37621 N/A PC FUND EDUCATION FOR ORPHANED AND ABANDONED CHILDREN IN TRI-CITIES & AROUND THE WORLD 25000 SOUTHWEST VA CRIMINAL JUSTICE TRAINING ACADEMY 1595 BONHAMS ROAD BRISTOL VA 24201 N/A GOV TRAINING AND PROGRAMMING WITHIN THE ACADEMY 10000 SOUTHWEST VA EMERGENCY MEDICAL SERVICE COUNCIL INC 506 PIEDMONT AVE BRISTOL VA 24201 N/A PC SUPPORT THE WORK OF FIRST RESPONDERS THROUGHOUT THE REGION 10000 ST MARY'S COLLEGE OF MARYLAND 47645 COLLGE DR ST MARYS CITY MD 20686 N/A PC EDUCATION - TUITION 1784 ST MARY'S COLLEGE OF MARYLAND 47645 COLLGE DR ST MARYS CITY MD 20686 N/A PC EDUCATION - BOOKS 139 SULLINS ACADEMY 22218 SULLINS ACADEMY BRISTOL VA 24202 N/A PC SCHOLARSHIPS 25000 SYMPHONY OF THE MOUNTAINS 1200 EAST CENTER STREET STE 311 KINGSPORT TN 37660 N/A PC PERFORMANCE SPONSORSHIP 25000 THEATRE BRISTOL 512 STATE STREET BRISTOL TN 37620 N/A PC SEASON SPONSORSHIP - SERVICES FOR CHILDREN & FAMILIES 25000 THEATER GUILD OF BUCHANAN COUNTY 8936 DISMAL RIVER ROAD OAKWOOD VA 24631 N/A PC SUPPORT CULTIVATING ART APPRECIATION AMONG CHILDREN/FAMILIES IN SWVA REGION 25000 TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 21252 N/A PC EDUCATION - TUITION 4457 TOWSON UNIVERSITY 8000 YORK ROAD TOWSON MD 21252 N/A PC EDUCATION - BOOKS 155 UNIVERSITY OF MARYLAND 7901 REGENTS DRIVE COLLEGE PARK MD 20742 N/A GOV EDUCATION - BOOKS 500 UNIVERSITY OF MARYLAND 7901 REGENTS DRIVE COLLEGE PARK MD 20742 N/A GOV EDUCATION-TUITION 6447 UNIVERSITY OF SOUTH CAROLINA 902 SUMTER STREET ACCESS COLUMBIA SC 29208 N/A GOV EDUCATION - TUITION 8716 UNIVERSITY OF SOUTH CAROLINA 902 SUMTER STREET ACCESS COLUMBIA SC 29208 N/A GOV EDUCATION - BOOKS 113 UNIVERSITY OF VIRGINIA 1827 UNIVERSITY AVENUE CHARLOTTESVILLE VA 22903 N/A GOV EDUCATION - BOOKS 479 UNIVERSITY OF VIRGINIA 1827 UNIVERSITY AVENUE CHARLOTTESVILLE VA 22903 N/A GOV EDUCATION - TUITION 2336 UVA WISE 1 COLLEGE AVENUE WISE VA 24293 N/A GOV EDUCATION - TUITION 16626 UVA WISE 1 COLLEGE AVENUE WISE VA 24293 N/A GOV EDUCATION - BOOKS 752 VIRGINIA COMMONWEALTH UNIVERSITY 1111 W BROAD STREET RICHMOND VA 23221 N/A GOV EDUCATION - TUITION 24656 VIRGINIA COMMONWEALTH UNIVERSITY 1111 W BROAD STREET RICHMOND VA 23221 N/A GOV EDUCATION - BOOKS 1371 VIRGINIA HIGHLANDS COMMUNITY COLLEGE 1000 VHCC DR ABINGDON VA 24210 N/A GOV EDUCATION - TUITION 1291 VIRGINIA TECH 210 BURRUSS HALL BLACKSBURG VA 24061 N/A GOV EDUCATION - BOOKS 1748 VIRGINIA TECH 210 BURRUSS HALL BLACKSBURG VA 24061 N/A GOV EDUCATION - TUITION 32859 VIRGINIA TECH 210 BURRUSS HALL BLACKSBURG VA 24061 N/A GOV EDUCATION - ROOM & BOARD 700 WASHINGTON COUNTY SHERRIFF DEPARTMENT 20281 RUSTIC LANE ABINGDON VA 24210 N/A PC GENERAL SUPPORT 10000 WEST VIRGINIA UNIVERSITY PO BOX 6201 MORGANTOWN WV 26506 N/A GOV EDUCATION - TUITION 16912 WEST VIRGINIA UNIVERSITY PO BOX 6201 MORGANTOWN WV 26506 N/A GOV EDUCATION - ROOM & BOARD 3375 WINGATE UNIVERSITY 211 E WILSON ST WINGATE NC 28174 N/A PC EDUCATION - TUITION 43915 WINGATE UNIVERSITY 211 E WILSON ST WINGATE NC 28174 N/A PC EDUCATION - BOOKS 1006 YMCA BRISTOL FAMILY YMCA 400 MARTIN LUTHER KING JR BLVD BRISTOL TN 37620 N/A PC SUPPORT FOR DROWNING PREVENTION FLOAT 4 LIFE PROGRAM 10000 YMCA OF BUCHANAN COUNTY PO BOX 1450 GRUNDY VA 24614 N/A PC GENERAL SUPPORT 187655 YWCA - BRISTOL 106 STATE STREET BRISTOL TN 37620 N/A PC SCHOLARSHIPS FOR MCGLOTHLIN STREET CHILDCARE CENTER 55000 2733350 0 14 128559 14 1171131 18 3843604 0 5143294 0 5143294 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES MCGLOTHLIN 1005 GLENWAY AVENUE BRISTOL VA 242013473 125841 X TAX RETURN PREPARATION 4700 0 4700 FORD VAN - SOUP KITCHEN 2011-07-05 23148 23148 SL 3.000000000000 0 0 CHEVROLET VAN - SOUP KITCHEN 2012-10-01 16720 16720 SL 3.000000000000 0 0 CAN OPENER 2011-08-16 602 602 SL 5.000000000000 0 0 SOUP KETTLE 2011-10-01 20448 20448 SL 5.000000000000 0 0 REFRIGERATOR 2011-10-01 3833 3833 SL 5.000000000000 0 0 WORK TABLES 2011-11-01 882 882 SL 5.000000000000 0 0 DOUBLE DOOR COOLER 2009-10-01 4902 4902 SL 5.000000000000 0 0 TELEVISION 2012-02-01 399 399 SL 5.000000000000 0 0 HP INKJET PRINTER 2007-06-01 1077 1077 SL 5.000000000000 0 0 CANON PRINTER/SCANNER 2012-06-30 242 242 SL 5.000000000000 0 0 ELECTRICAL- SOUP KITCHEN 2011-12-01 4555 3670 SL 15.000000000000 304 0 NEW ENTRANCE DOORS 2011-11-01 3324 2697 SL 15.000000000000 221 0 SOUP KITCHEN CONSTRUCTION 2011-11-01 461 375 SL 15.000000000000 30 0 PAINTING NEW ADDITIONS 2011-11-01 672 546 SL 15.000000000000 44 0 INSTALL WATER & GAS LINE SOUP K 2011-11-01 1474 1195 SL 15.000000000000 98 0 PAVING 2011-12-01 7500 6042 SL 15.000000000000 500 0 ENTRANCE DOORS LOCK SET 2012-01-01 105 84 SL 15.000000000000 7 0 SOUP KITCHEN PAINTING 2012-03-01 617 485 SL 15.000000000000 41 0 SOUP KITCHEN RENOVATIONS 2012-03-01 3542 2793 SL 15.000000000000 236 0 SOUP KITCHEN ACOUSTICAL CEILING 2012-03-01 2115 1669 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 2161 1430 SL 15.000000000000 144 0 REFRIGERATOR 2015-03-01 3650 3650 SL 5.000000000000 0 0 REFRIGERATOR 2017-03-22 2600 2600 SL 5.000000000000 0 0 SOUP KETTLE 2017-07-20 19380 19380 SL 5.000000000000 0 0 SOUP KITCHEN OFFICE REMODEL 2018-08-01 1981 715 SL 15.000000000000 132 0 AIR CONDITIONER - REPL/INST 2018-09-20 876 876 SL 5.000000000000 0 0 REFRIGERATOR 2020-01-17 3119 2495 SL 5.000000000000 624 0 GAS UNIT HEATER 2020-12-31 4475 2760 SL 5.000000000000 895 0 AEP TX INC 2.1% 07/01/30 214185 214185 AMCOR FLEXIBLES NORTH 3.1% 09/15/26 242021 242021 AMERIPRISE FINL INC 3% 04/02/25 248937 248937 AMERN HONDA FIN MTN 4.4% 09/05/29 243081 243081 AMGEN INC 2.2% 02/21/27 192570 192570 AMPHENOL CORP 5.05% 04/05/27 252173 252173 BK OF AMER CORP MTN 1.25% 09/24/26 233877 233877 BORGWARNER INC 2.65% 07/01/27 237799 237799 CAP ONE FINL CO 3.2% 02/05/25 249950 249950 COMCAST CORP 4.15% 10/15/28 243809 243809 CUMMINS INC 4.9% 02/20/29 251560 251560 DCP MIDSTREAM OPER 5.375% 07/15/25 158196 158196 DUKE ENERGY CORP 5% 12/08/25 250637 250637 EAGLE MATERIALS 2.5% 07/01/31 212562 212562 EASTMAN CHEM CO 3.8% 03/15/25 249409 249409 GA PWR CO 5.004% 02/23/27 251923 251923 GOLDMAN SACHS GROUP MTN 2% 12/14/26 233892 233892 GOLDMAN SACHS GROUP MTN 6% 04/30/29 248155 248155 HOME DEPOT INC 4.9% 04/15/29 252212 252212 IBM CORP 4.5% 02/06/28 248528 248528 JPMORGAN CHASE MTN 5% 12/18/34 494260 494260 MARRIOTT INTL 4.65% 12/01/28 248190 248190 NATL RURAL UTIL COOP 2.4% 03/15/30 220550 220550 NATL RURAL UTIL MTN 5.05% 09/15/28 251895 251895 ORACLE CORP 4.5% 05/06/28 247506 247506 PHILLIPS 66 4.65% 11/15/34 233062 233062 PRUDENTIAL FINL MTN 4.25% 08/15/29 241814 241814 SONOCO PRODUCTS CO 2.25% 02/01/27 236429 236429 ST STR CORP 5.272% 08/03/26 252472 252472 THERMO FISHER SCIENTIFIC 5% 01/31/29 252114 252114 TRANSCONT GAS PIPE LI 3.25% 05/15/30 227750 227750 UNITEDHEALTH GROUP INC 4.2% 05/15/32 235572 235572 US BANCORP MTN 5.35% 12/19/34 248208 248208 VALERO ENERGY CORP 2.15% 09/15/27 233714 233714 WELLS FARGO & CO 3% 10/23/26 242405 242405 WELLS FARGO & CO MTN 4.5% 07/28/25 248743 248743 WELLS FARGO & CO MTN 5.15% 12/16/34 242556 242556 ZIONS BANCORP NA MTN 3.25% 10/29/29 222781 222781 ABBOTT LABORATORIES 49316 49316 ADOBE SYSTEMS INC 192102 192102 ADVANCED MICRO DEVICES 71628 71628 ALPHABET INC/CA-CL C 152733 152733 ALPHABET INC-CL A 1068977 1068977 AMAZON.COM INC 1922515 1922515 AMERICAN EXPRESS CO 326469 326469 AMERIPRISE FINANCIAL INC 52178 52178 AMPHENOL CORP-CL A 138900 138900 ANALOG DEVICES INC 132575 132575 APPLE INC 1871389 1871389 ARES MANAGEMENT CORP 460278 460278 ARTHUR J GALLAGHER & CO 60460 60460 ASML HOLDING NV-NY REG SHS 74160 74160 AUTOMATIC DATA PROCESSING 149878 149878 AVANTIS US SMALL CAP VALUE 1042524 1042524 BERKSHIRE HATHAWAY INC-CL B 117853 117853 BOSTON SCIENTIFIC CORP 221424 221424 BROADCOM INC 467853 467853 CADENCE DESIGN SYS INC 104861 104861 CHIPOTLE MEXICAN GRILL INC 68983 68983 CONSTELLATION BRANDS INC-A 133484 133484 COOPER COS INC/THE 152604 152604 DANAHER CORP 170556 170556 EATON CORP PLC 315277 315277 ECOLAB INC 85058 85058 ELI LILLY & CO 162120 162120 EQUIFAX INC 98882 98882 FAIR ISAAC CORP 87601 87601 GARTNER INC 102223 102223 GOLDMAN SACHS GROUP INC 858930 858930 ILLUMINA INC 72561 72561 INTUIT INC 255800 255800 INTUITIVE SURGICAL INC 411304 411304 IQVIA HOLDINGS INC 136967 136967 JPMORGAN CHASE & CO 337991 337991 LINDE PLC 83315 83315 MASTERCARD INC-CLASS A 551319 551319 META PLATFORMS INC-CLASS A 1248307 1248307 METTLER-TOLEDO INTERNATIONAL 157855 157855 MICROSOFT CORP 2114666 2114666 NVIDIA CORP 1059951 1059951 ORACLE CORP 425599 425599 O'REILLY AUTOMOTIVE INC 65219 65219 PALANTIR TECHNOLOGIES INC-A 476469 476469 PALO ALTO NETWORKS INC 72420 72420 PARKER HANNIFIN CORP 66783 66783 PAYPAL HOLDINGS INC 345668 345668 PROGRESSIVE CORP 86020 86020 ROPER TECHNOLOGIES INC 271362 271362 S&P GLOBAL INC 43827 43827 SALESFORCE.COM INC 322294 322294 SCHWAB (CHARLES) CORP 179252 179252 SHERWIN-WILLIAMS CO/THE 74105 74105 THERMO FISHER SCIENTIFIC INC 52023 52023 TJX COMPANIES INC 223499 223499 TRANSDIGM GROUP INC 287673 287673 UNION PACIFIC CORP 52449 52449 UNITEDHEALTH GROUP INC 71326 71326 VERTIV HOLDINGS CO-A 341966 341966 VISA INC-CLASS A SHARES 373243 373243 WALMART INC 672023 672023 ZOETIS INC 117635 117635 3225000 3225000 0 0 AMERICAN TOWER CORP FMV 235315 235315 INVESCO QQQ TRUST SERIES 1 FMV 1385433 1385433 INVESCO S&P 500 EQUAL WEIGHT FMV 1839915 1839915 JPM NASDAQ EQUITY PREMIUM FMV 2763860 2763860 JPMORGAN EQUITY PREMIUM INCOME ETF FMV 149578 149578 SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF FMV 787800 787800 SPDR S&P 500 ETF TRUST FMV 10446876 10446876 FORD VAN - SOUP KITCHEN 23148 23148 0 CHEVROLET VAN - SOUP KITCHEN 16720 16720 0 CAN OPENER 602 602 0 SOUP KETTLE 20448 20448 0 REFRIGERATOR 3833 3833 0 WORK TABLES 882 882 0 DOUBLE DOOR COOLER 4902 4902 0 TELEVISION 399 399 0 HP INKJET PRINTER 1077 1077 0 CANON PRINTER/SCANNER 242 242 0 ELECTRICAL- SOUP KITCHEN 4555 3974 581 NEW ENTRANCE DOORS 3324 2918 406 SOUP KITCHEN CONSTRUCTION 461 405 56 PAINTING NEW ADDITIONS 672 590 82 INSTALL WATER & GAS LINE SOUP K 1474 1293 181 PAVING 7500 6542 958 ENTRANCE DOORS LOCK SET 105 91 14 SOUP KITCHEN PAINTING 617 526 91 SOUP KITCHEN RENOVATIONS 3542 3029 513 SOUP KITCHEN ACOUSTICAL CEILING 2115 1810 305 HP LASERJET PRINTER 332 332 0 HP LASERJET PRINTER 252 252 0 AWNING 2161 1574 587 REFRIGERATOR 3650 3650 0 REFRIGERATOR 2600 2600 0 SOUP KETTLE 19380 19380 0 SOUP KITCHEN OFFICE REMODEL 1981 847 1134 AIR CONDITIONER - REPL/INST 876 876 0 REFRIGERATOR 3119 3119 0 GAS UNIT HEATER 4475 3655 820 FUEL (SOUP KITCHEN) 294 0 294 SUPPLIES 1011 0 1011 VEHICLE EXPENSE (SOUP KITCHEN) 1157 0 1157 COST OF FOOD CONSUMED (SOUP KITCHEN) 101882 0 101882 INSURANCE 16643 0 16643 PAYROLL PROCESSING - ADP 1793 0 1793 TELEPHONE 2039 0 2039 ELECTRICITY 4733 0 4733 SOFTWARE 997 0 997 PROMOTIONS & ADVERTISING 1559 0 1559 COLLEGE VISITS 2500 0 2500 MISCELLANEOUS EXPENSE 592 0 592 CAMP SUCCESS 24032 0 24032 CAMP FOR KIDS 69853 0 69853 HOLIDAY GIFT CERTIFICATES (SOUP KITCHEN ROUTE RECIPIENTS) 11533 0 11533 NET UNREALIZED CHANGE IN VALUE OF INVESTMENTS 3999238 DONATION FORFEITED 2578 INVESTMENT MANAGEMENT FEES 213228 213228 0 SECTION 4940 TAX 68528 0 0