2026-03-16T16:20:25-05:00 2025-12-31 540504608 BROWN EDWARDS & COMPANY LLP 636 SHELBY STREET 4TH FLOOR BRISTOL TN 37620 990PF 2025-01-01 541958152 TAZEWELL COMMUNITY FOUNDATION C/O CHRIS WEARMOUTH TAZE 2769790358 266 MARION AVE TAZEWELL VA 24651 CHRIS WEARMOUTH CHAIR 2763851770 2026-02-10 1 C STANLEY BOWLES II P00543413 4237975564 2026-02-10 2025 2025-03-06 01:10:19Z X 15471261 X 102500 280774 280774 219289 5712356 219289 602563 500063 0 0 0 0 0 17245 8623 0 8622 7177 0 0 569 4584 2292 0 2292 29680 28991 0 689 58686 39906 0 12172 36068 36068 94754 39906 0 48240 507809 460157 0 265980 830928 830928 152584 0 0 152584 152584 4786105 5571262 5571262 2434908 2232992 2232992 0 5086000 5086000 1587280 1597495 1597495 182099 0 0 328546 0 0 9584918 15471261 15471261 12000 236695 4823676 236695 4835676 X 9348223 10635585 9348223 10635585 9584918 15471261 9348223 507809 779553 10635585 0 10635585 MATURITY OF BONDS 2020000 2014248 5752 5752 PUBLICLY TRADED SECURITIES 1102673 908030 194643 194643 CAPITAL GAINS DIVIDENDS P 18894 18894 18894 219289 6396 0 6396 0 6396 6320 0 0 0 6320 0 76 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 0 0 0 1 N/A NATIONAL BANK TRUST DEPARTMENT 2769790340 144 MAIN STREET TAZEWELL VA 24651 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MS DARLENE CROUSE 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MR F BRADLEY PYOTT 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MR CHRIS WEARMOUTH 144 MAIN STREET TAZEWELL VA 24651 CHAIR 0.15 0 0 0 MR DONALD BUCHANAN 144 MAIN STREET TAZEWELL VA 24651 VICE CHAIR 0.15 0 0 0 MR ERIC YOUNG 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MR JAMES C THOMPSON 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MR MIKE HYMES 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MS CHRISTINE KINSER 144 MAIN STREET TAZEWELL VA 24651 SECRETARY 0.15 0 0 0 MS ELENE COMBS 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MS KATHRYN DOWDY 144 MAIN STREET TAZEWELL VA 24651 DIRECTOR 0.15 0 0 0 MS NELLIE STILLWELL 144 MAIN STREET TAZEWELL VA 24651 TREASURER 0.15 0 0 0 NONE 0 J A STREET & ASSOCIATES INC 245 BIRCH STREET BLOUNTVILLE TN 37617 CONSTRUCTION SERVICES 1872817 THOMPSON & LITTON INC 726 AUBURN AVENUE RADFORD VA 24141 ARCHITECT AND CONSULTING SVCS. 152845 0 TO PROVIDE FUNDS FOR THE HEALTH BENEFIT OF TAZEWELL COUNTY COMMUNITY RESIDENTS BY ASSISTING 501(C)(3) ORGANIZATIONS. 10000 TO PROVIDE FUNDS FOR THE HEALTH BENEFIT OF TAZEWELL COUNTY COMMUNITY RESIDENTS BY PROVIDING SCHOLARSHIPS TO MEDICAL STUDENTS. 26068 LOANS BOTH DIRECTLY AND INDIRECTLY (NMTC LEVERAGE LOAN TO TAZEWELL MOB INVESTMENT FUND LLC ) TO TCF MOB, INC A RELATED NONPROFIT ORGANIZATION FOR THE CONSTRUCTION OF A MEDICAL OFFICE BUILDING WHICH WILL BENEFIT THE RESIDENTS OF TAZEWELL COUNTY AND SURROUNDING AREA. NET OF $328,547 REPORTED ON 2024 990-PF PART XI LINE 2 FOR AMOUNTS PAID TO AQUIRE ASSETS USED DIRECTLY IN CARRYING OUT CHARITABLE PURPOSE. 4910037 4910037 9204912 607149 0 9812061 0 0 9812061 4823600 4988461 249423 249423 6396 6396 243027 0 243027 0 243027 48240 4910037 4958277 243027 0 0 23772 32940 215607 149986 422305 4958277 0 0 0 243027 4715250 0 0 5137555 0 0 0 0 0 0 23772 5113783 32940 215607 149986 4715250 TAZEWELL COMMUNITY FOUNDATION ATTN 2181 FINCASTLE TNPK TAZEWELL VA 24651 2769790358 IF AN ORGANIZATION SEEKS SUPPORT, THE ORGANIZATION MUST SUBMIT A THOROUGH DESCRIPTION OF THE PROJECT, A COPY OF THE IRS LETTER DESIGNATING THE ORGANIZATION AS 501(C)(3) ENTITY, A LIST OF OFFICERS, A COPY OF THE ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENTS AND FEDERAL TAX RETURNS, AND COPIES OF ANY MATERIAL PROMOTING/DESCRIBING THE ORGANIZATION. IF AN INDIVIDUAL SEEKS SUPPORT, THE INDIVIDUAL MUST SUBMIT A THOROUGH DESCRIPTION OF THE NEED INCLUDING THE FIELD OF KNOWLEDGE THAT THE PERSON IS PURSING, THE REASONS FOR THIS DECISION AND WHAT THE PERSON HOPES TO DO WITH THE DEGREE/KNOWLEDGE, COPIES OF ALL EDUCATIONAL TRANSCRIPTS AND AN UP-TO-DATE RESUME INCLUDING EDUCATION, WORK EXPERIENCE, COMMUNITY SERVICE FUNCTIONS, GOALS AND OBJECTIVES. APPLICATIONS NEED TO BE SUBMITTED ONE MONTH BEFORE THE NEXT SCHEDULED MEETING OF BOARD OF DIRECTORS. IF AN ORGANIZATION, MUST BE EXEMPT UNDER 501(C)(3), MEET MISSION/GOALS OF THE FOUNDATION, MUST BE LOCATED IN TAZEWELL COUNTY, AND MUST SERVE THE PEOPLE OF TAZEWELL COUNTY, VA WITHIN THE PRIMARY SERVICE AREA OF CARILION TAZEWELL COMMUNITY HOSPITAL. IF AN INDIVIDUAL, MUST BE SEEKING A SCHOLARSHIP IN A HEALTH CARE FIELD AND PLAN ON APPLYING THAT TRADE TO TAZEWELL COUNTY, VA.INDIVIDUALS MUST MAINTAIN AN UN-WEIGHTED GPA OF 3.0 OR BETTER. COMMUNITIES IN SCHOOLS OF SOUTHWEST VA INC 220 LEE STREET BRISTOL VA 24201 NC GENERAL OPERATIONS 10000 EMORY & HENRY COLLEGE 30461 GARNAND DR EMORY VA 24327 NC EDUCATIONAL 26068 36068 0 14 280774 18 219289 0 500063 0 500063 0 0 1 0 0 0 1 0 0 1b(1) 2570789 TCF MOB INC SALE OF 3.O ACRES OF LAND AND CONSTRUCTION IN PROCESS FOR A MEDICAL OFFICE BUILDING TO TCF MOB, INC. A 501(C)2 TITLE HOLDING CORPORATION FOR THE FOUNDATION. 1b(5) 146960 TCF MOB INC COSTS PAID TOWARD CONSTRUCTION OF THE MEDICAL OFFICE BUILDING HELD BY THE 501(C)2 ORGANIZATION, TCF MOB, INC. THIS AMOUNT IS TREATED AS A LOAN BETWEEN THE TWO ORGANIZATIONS. 1b(5) 7000000 TCF MOB INC THE ORGANIZATION MADE A LEVERAGE LOAN AS PART OF A NMTC STRUCTURE IN THE AMOUNT OF $5,086,000 TO TAZEWELL MOB INVESTMENT FUND, LLC. THE ORGANIZATION IS A GUARANTOR OF THE ENTIRE $7,000,000 LOANS MADE BY THE INVESTMENT FUND TO TCF MOB, INC. 0 X X 1 INDUSTRIAL DEVELOPMENT AUTHORITY OF TAZEWELL COUNTY 197 W MAIN STREET TAZEWELL VA 24651 50000 X 2 THE THOMPSON CHARITABLE FOUNDATION 1942 E 7TH STREET 400 CHARLOTTE NC 28204 50000 X ACCOUNTING FEE 17245 8623 0 8622 CASH APPROPRIATED FOR LINE OF CREDIT LOAN PAYOFF 3 ACRES AND CONSTRUCTION IN PROCESS; TAZEWELL, VA 2023-12 PURCHASED 2025-07 2570789 2570789 COST 0 CORPORATE BONDS 2232992 2232992 CORPORATE STOCK 5571262 5571262 MUTUAL FUNDS FMV 1525450 1525450 FOREIGN EQUITIES FMV 72045 72045 BUILDING COSTS - NOT IN SERVICE 264375 0 0 LAND IMPROVEMENT COSTS - NOT IN SERVICE 64171 0 0 INVESTMENT FEES 28102 28102 0 0 SUPPLIES 157 79 0 78 DUES 25 13 0 12 INSURANCE 1199 600 0 599 BANK FEES 197 197 0 0 UNREALIZED GAIN 779553 ACCRUED EXCISE TAX PAYABLE 6999 76 LINE OF CREDIT - CONSTRUCTION LOAN 229696 4823600 EXCISE TAX 6608 0 0 0 REAL ESTATE TAXES 569 0 0 569