2026-08-14T08:09:47-05:00 2025-09-30 540504608 BROWN EDWARDS & COMPANY LLP 1909 FINANCIAL DRIVE HARRISONBURG VA 22801 990PF 2024-10-01 541562993 COMMONWEALTH TRANSFUSION FOUNDATION COMM 8049340284 4870 SADLER RD STE 300 GLEN ALLEN VA 23060 ROBERT CARDEN PRESIDENT 8049340284 2026-02-17 1 1 JEFF SMITH P00446095 5404346736 2026-02-17 2024 2025-03-06 01:10:19Z X 38255394 X X 7780 7780 779215 779215 1762436 31136052 1762436 19677 0 2569108 2549431 707250 0 707250 17154 0 17154 89981 0 89981 42900 0 42900 36115 0 36115 53237 53237 0 94011 0 23706 15065 0 2777 0 2777 22503 0 22503 146254 23 146231 1227247 53260 1088617 1482501 1482501 2709748 53260 2571118 -140640 2496171 177532 315647 315647 14750 5002 5002 91323 2729 2729 36091096 37800245 37800245 73374 27315 59617 46059 46059 0 85712 85712 36434318 38255394 38255394 120908 192884 71398 97353 192306 290237 X 36242012 37965157 36242012 37965157 36434318 38255394 36242012 -140640 1867282 37968654 3497 37965157 FIDELITY- PUBLICALLY TRADED SECURITIES 2025-09-30 31136052 29373616 1762436 1762436 1762436 34697 0 34697 0 34697 0 0 0 0 0 X 1812 36509 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 WWW.CTF.LIFE THE FOUNDATION 8049340284 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ROBERT CARDEN PHD 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 PRESIDENT 40.00 666143 14000 0 WILLIAM HAUGH 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 CHAIR 1.00 0 0 0 NATALIE CASE 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 VICE CHAIR 1.00 0 0 0 JAMES DANIEL 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 TREASURER 1.00 0 0 0 LIZ CULLER MD 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 SECRETARY 1.00 0 0 0 RANDY BEARD PHD 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 MEMBER 1.00 0 0 0 JUDSON EDWARDS PHD 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 MEMBER 1.00 0 0 0 TOMMY TREVILLIAN 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 MEMBER 1.00 0 0 0 FREDDY COBB 4870 SADLER ROAD SUITE 300 GLEN ALLEN VA 23060 EMERITUS 1.00 0 0 0 NONE 0 NONE 0 SPECIALIST IN BLOOD BANKING (SBB) PROGRAM - THIS PROGRAM WAS CREATED AND DESIGNED TO INCREASE THE NUMBER OF SBB GRADUATES IN VIRGINIA AND THE SURROUNDING STATES. DURING THE YEAR, CTF TRANSITIONED THE SBB PROGRAM TO BLOOD ASSURANCE IN CHATTANOOGA, TENNESSEE. 4550 0 35420495 671578 2729 36094802 0 0 36094802 541422 35553380 1777669 1777669 34697 34697 1742972 0 1742972 0 1742972 2571118 0 2571118 1742972 0 0 68651 68651 2571118 0 0 0 1742972 828146 0 0 896797 0 0 0 0 0 0 0 896797 68651 828146 X ASCLS 1229 SWAN LAKE DR 305 CHARLOTTESVILLE VA 22902 501C6 ASCLS GRANT REFUND -7168 ASCLS-VIRGINIA 1229 SWAN LAKE DR 305 CHARLOTTESVILLE VA 22902 501C6 ASCLA-VA STATE MEETING APRIL 2025 MEALS/CONFERENCE RENTAL/TRAVEL 15000 BALD RIDGE LODGE 505 LAKELAND PLAZA 302 CUMMING GA 30040 501C3 BOARD DIRECTED 1500 BLOOD ASSURANCE 705 EAST 4TH ST CHATTANOOGA TN 37403 BOARD MEMBER-LIZ CULLER- EXECUTIVE DIRECTOR OF BLOOD ASSURANCE 501C3 GENERAL SUPPORT, COMMONWEALTH TRANSFUSION FOUNDATION SPECIALIST IN BLOOD BANKING (SBB) PROGRAM AT BLOOD ASSURANCE 63000 BLOOD ASSURANCE 705 EAST 4TH ST CHATTANOOGA TN 37403 BOARD MEMBER-LIZ CULLER- EXECUTIVE DIRECTOR OF BLOOD ASSURANCE 501C3 GENERAL SUPPORT, COMMONWEALTH TRANSFUSION FOUNDATION SPECIALIST IN BLOOD BANKING (SBB) PROGRAM AT BLOOD ASSURANCE 150000 CENTRA HEALTH 1901 TATE SPRINGS RD LYNCHBURG VA 24501 501C3 PRODUCT STORAGE EQUIPMENT 79770 CENTRA MLT PROGRAM PO BOX 1980 NORFOLK VA 23501 501C3 ENHANCING TRANSFUSION MEDICINE EDUCATION THROUGH MODERNIZATION 53331 CRISTINA RUFFY 1512 SADDLE CT VIRGINIA BEACH VA 23453 I AABB SCHOLARSHIP 1759 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 501C3 BOARD DIRECTED 1500 EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION PO BOX 1980 NORFOLK VA 23501 501C3 ODU MLS RECRUITMENT PROJECT 35000 EVMS FOUNDATION PO BOX 5 NORFOLK VA 23501 501C3 BOARD DIRECTED 14149 GINA BUSCEMA 1473 PINCHOT ST NORTH CHESTERFIELD VA 23235 I AABB SCHOLARSHIP 3058 HEART OF VIRGINIA FREE CLINIC 401 E THIRD ST FARMVILLE VA 23901 501C3 BOARD DIRECTED 1500 HORIZON CHRISTIAN ACADEMY 1270 SAWNEE DR CUMMING GA 30040 501C3 BOARD DIRECTED 1500 J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION PO BOX 26924 RICHMOND VA 23261 501C3 EXPANDING WORKFORCE PATHWAYS IN HEALTHCARE 85280 J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION PO BOX 26924 RICHMOND VA 23261 501C3 ENHANCING CLINICAL READINESS FOR MLT STUDENTS 27456 J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION PO BOX 26924 RICHMOND VA 23261 501C3 STRENGTHENING BLOOD BANK TRAINING THROUGH EQUIPMENT AND SOFTWARE USE 45000 JACQUELINE ESPINOSA 1504 WECHT CT CHESAPEAKE VA 23320 I AABB SCHOLARSHIP 2671 JENNA KHAN 1400 GENTRY LN CHARLOTTESVILLE VA 22903 I AABB SCHOLARSHIP 2868 KIMBERLY ROSE 12012 HIDDEN NEST CT MIDLOTHIAN VA 23112 I AABB SCHOLARSHIP 3372 KRISTEN IVESTER 1319 RIVERDALE DR CHARLOTTESVILLE VA 22902 I AABB SCHOLARSHIP 3120 LORI SLAYTON 969 WHISPERING PINE RD APPOMATTOX VA 24522 I MLT SCHOOL INSTRUCTOR THAT ATTENDED 2025 ANNUAL CLINICAL LAB EDUCATORS CONF CLEA IN ATLANTA 2404 MAIYA PICOTT 8 AINSWORTH LN RICHMOND VA 23223 I AABB SCHOLARSHIP 2666 MCV FOUNDATION 1021 E CARY ST SUITE 1100 RICHMOND VA 23219 501C3 VCU FIRST EVER ENDOWED PROFESSORSHIP HONORING DR. BOB CARDEN FOR HIS SERVICE FOR CTF 500000 MELISSA JAMERSON 599 LEGRANDE AVE CHARLOTTE COURTHOUSE VA 23923 I AABB SCHOLARSHIP 3661 MICHAEL LACY 5324 OLD MAIN ST UNIT A HENRICO VA 23231 I AABB SCHOLARSHIP 3663 NATALIE CASE 6068 TURKEY HOLLOW PL MECHANICSVILLE VA 23111 BOARD MEMBER I AABB SCHOLARSHIP 2062 RADFORD UNIVERSITY FOUNDATION 905 TYLER AVE RADFORD VA 24141 501C3 MLS SCHOLARSHIP 1334 SHANTAVIA SINGLETON 500 W 14TH ST APT 206 RICHMOND VA 23224 I AABB SCHOLARSHIP 2812 SVETLANA ZMANOVSKAIA 1101 HAXALL POINT UNIT 411 RICHMOND VA 23219 I AABB SCHOLARSHIP 4612 THE ALLO HOPE FOUNDATION 720 HERITAGE DR TUSCALOOSA AL 35406 501C3 BOARD DIRECTED 1500 THOMAS TREVILIAN 240 HORSEPEN RD FARMVILLE VA 23901 BOARD MEMBER I AABB SCHOLARSHIP 3871 TRANSFUSION ANTIBODY EXCHANGE 81 ORCHARD RD WOODBRIDGE CT 06525 501C3 IMPROVEMENTS IN BLOOD SAFETY AND EFFICIENCY WITH THE ALLOANTIBODY EXCHANGE 110000 TRI-RIVER HABITAT FOR HUMANITY PO BOX 824 HALIFAX VA 24558 501C3 BOARD DIRECTED 1500 UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION 118 COLLEGE DR 5210 HATTIESBURG MS 39406 501C3 BOARD DIRECTED 1500 VIRGINIA COMMONWEALTH UNIVERSITY 800 E LEIGH ST RICHMOND VA 23284 BOARD MEMBER-NATALIE CASE- PROFESSOR AT COLLEGE 501C3 MLS STUDENT SCHOLARSHIPS 198000 VIRGINIA COMMONWEALTH UNIVERSITY 800 E LEIGH ST RICHMOND VA 23298 BOARD MEMBER-NATALIE CASE- PROFESSOR AT COLLEGE 501C3 MLS SUMMER TRANSFUSION PATHWAY GRANT 18000 VIRGINIA COMMONWEALTH UNIVERSITY 800 E LEIGH ST SUITE 3200 RICHMOND VA 23298 BOARD MEMBER-NATALIE CASE- PROFESSOR AT COLLEGE 501C3 VCU MLS CLINICAL PRACTICUM SCHOLARSHIPS 24000 VIRGINIA COMMONWEALTH UNIVERSITY 800 E LEIGH ST SUITE 3200 RICHMOND VA 23298 BOARD MEMBER-NATALIE CASE- PROFESSOR AT COLLEGE 501C3 IMMUNOHEMATOLOGY FUNDING FOR STUDENT LABORATORY 17250 1482501 0 14 7780 14 779215 18 1762436 PRI- OKLAHOMA BLOOD INSTITUTE 18750 CREDIT CARD REBATE 927 0 2549431 19677 2569108 11B PRI INCOME 11C CREDIT CARD CASH REWARD - FROM CHARITABLE EXPENDITURES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 36115 0 36115 CASH IN INVESTMENT ACCOUNT FMV 36611 36611 ACCRUED DIVIDENDS RECEIVABLE FMV 14421 14421 NET SECURITIES RECEIVABLE FMV 6997 6997 INVESCO SENIOR LOAN ETF FMV 698267 698267 SPDR S&P GLOBAL NATURAL RESOURCES ETF FMV 880035 880035 SPDR S&P INTERNAT'L SMALL CAP ETF FMV 1229841 1229841 ISHARES GOLD TRUST FMV 925998 925998 ISHARES JP MORGAN USD EM MKTS BD ETF FMV 785408 785408 ISHARES MSCI CANADA ETF FMV 1341502 1341502 ISHARES MSCI EAFE VALUE ETF FMV 48 48 FIDELITY 500 INDEX FUNDADVANTAGE IN FMV 13390194 13390194 FIDELITY EXTENDED MARKET INDEX FUND FMV 1518241 1518241 FIDELITY LARGE CAP GROWTH INDEX FUND FMV 37409 37409 FIDELITY US BOND INDEX FUNDFIDELITY ADV FMV 3681147 3681147 FIDELITY EMERGING MARKETS INDEX FUND FMV 3148852 3148852 FIDELITY INFLATION-PROTECTED BOND INDEX FMV 2943144 2943144 FIDELITY INTERNAT'L INDEX FUND FMV 5062342 5062342 FIDELITY REAL ESTATE INDEX FUND FMV 898747 898747 FIDELITY SMALL CAP INDEX FUND FMV 127906 127906 FIMM MM GOVERNMENT PORTFOLIO - INSTL CL FMV 467617 467617 SPDR S&P GLOBAL INFRASTRUCTURE ETF FMV 249234 249234 ISHARES MSCI CHINA ETF FMV 356284 356284 2014 KIA TELLURIDE 58771 18611 40160 40160 ABLE WEBSITE 5000 3611 1389 1389 APPLE STORE R080 1817 727 1090 1090 BOARD IPAD 1416 330 1086 1086 APPLE COMPUTER 2447 2039 408 408 APPLE COMPUTER 2415 1972 443 443 APPLE COMPUTER 1508 25 1483 1483 LEGAL FEES 42900 0 42900 EXCISE TAX RECEIVABLE 85712 85712 FEDERAL TAX PENALTIES 3497 CONSULTING- IT 3221 0 3221 PROGRAM EXPENSE- DCA 4550 0 4550 INSURANCE 14311 0 14311 OFFICE SUPPLIES 95454 0 95454 VEHICLE 3236 0 3236 BANK FEES 23 23 0 DUES AND SUBSCRIPTIONS 7138 0 7138 WEBSITE 1305 0 1305 MARKETING AND PROMOTION 17016 0 17016 PRI- OKLAHOMA BLOOD INSTITUTE 18750 18750 CREDIT CARD REBATE 927 927 UNREALIZED GAINS 1867282 DEFERRED EXCISE TAX LIABILITY 71398 97353 INVESTMENT MANAGEMENT FEES 53237 53237 0 FEDERAL EXCISE & INCOME TAX NET BENEFIT 70305 0 0 PAYROLL TAXES 23657 0 23657 TAXES AND LICENSES 49 0 49