Nonprofit · EIN 03-0435755
M W ARMISTEAD III FAMILY FOUNDATION
Also known as TRUST COMPANY OF VIRGINIA
Tax-exempt · ROANOKE, VA 24018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,074,232 | $217,729 | $856,503 | $2,593,461 | $0 | $2,593,461 |
| December 31, 2024 | 990-PF | $124,955 | $166,267 | -$41,312 | $1,734,918 | $0 | $1,734,918 |
| December 31, 2023 | 990-PF | $225,142 | $158,859 | $66,283 | $1,779,193 | $0 | $1,779,193 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $958,429
- Dividends
- $86,078
- Net gain from sales of assets
- $29,669
- Other income
- $56
Expenses
- Grants and similar amounts paid
- $199,500
- Compensation of officers, directors and key employees
- $13,724
- Disbursements for charitable purposes
- $199,500
- Excise tax on investment income
- $1,342
Balance sheet and other
- Total assets, start of year
- $1,734,918
- Total assets, end of year
- $2,593,461
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,593,461
- Fair market value of assets
- $4,163,722
- Qualifying distributions
- $199,500
- Net investment income
- $111,825
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCV TRUST AND WEALTH MANAGEMENT 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | TRUSTEE | 0 | $13,724 |
| BRAD E MULLINS 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | TREASURER DIRECTOR | 1 | $0 |
| FLEDA A RING 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | PRESIDENT DIRECTOR | 1 | $0 |
| BRANDON R COMER 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCV TRUST AND WEALTH MANAGEMENT 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | TRUSTEE | 0 | $19,150 |
| BRAD E MULLINS 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | TREASURER DIRECTOR | 1 | $0 |
| FLEDA A RING 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | PRESIDENT DIRECTOR | 1 | $0 |
| BRANDON R COMER 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCV TRUST AND WEALTH MANAGEMENT 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | TRUSTEE | 0 | $23,855 |
| BRAD E MULLINS 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | TREASURER DIRECTOR | 1 | $0 |
| FLEDA A RING 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | PRESIDENT DIRECTOR | 1 | $0 |
| BRANDON R COMER 204 S JEFFERSON ST STE 200, ROANOKE, VA 240111708 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2840 ELECTRIC ROAD SW SUITE 201A, ROANOKE, VA 24018-3551
- In care of
- % THE TRUST COMPANY OF VIRGINIA
- Signed the 990-PF
- TCV TRUST WEALTH MANAGEMENT, CFO
- Phone
- (540) 343-1500
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0435755
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,593,461
- Income (IRS master file)
- $1,363,406
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,074,232 | $217,729 | $2,593,461 | IRS |
| 990-PF | December 2024 | $124,955 | $166,267 | $1,734,918 | IRS |
| 990-PF | December 2023 | $225,142 | $158,859 | $1,779,193 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0435755).
Questions about M W ARMISTEAD III FAMILY FOUNDATION
- What is the EIN of M W ARMISTEAD III FAMILY FOUNDATION?
- The employer identification number (EIN) of M W ARMISTEAD III FAMILY FOUNDATION is 03-0435755.
- Is M W ARMISTEAD III FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to M W ARMISTEAD III FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does M W ARMISTEAD III FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of M W ARMISTEAD III FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did M W ARMISTEAD III FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of M W ARMISTEAD III FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $13,724 (TCV TRUST AND WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does M W ARMISTEAD III FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,074,232, expenses of $217,729 and total assets of $2,593,461 at year end.
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