2024-05-09T15:41:03-05:00 2023-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2022-07-01 521581247 SHEET METAL WORKERS' INTERNATIONAL SCHOLARSHIP FUND SHEE 2026620858 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 JOSEPH POWELL ADMINISTRATOR 2026620858 2024-05-09 1 JOSEPH POWELL 999009999 0 JOSEPH M HERISHEN CPA P00361968 2023319880 2024-05-09 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH POWELL 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 727655 0 X N/A X 1988 DC TO PROVIDE SCHOLARSHIPS TO ITS MEMBERS. 6 0 0 0 0 0 0 0 516242 539433 140615 187852 4627 370 661484 727655 0 0 752019 398225 43459 19581 0 0 0 42914 39906 838392 457712 -176908 269943 4894641 4992355 1941720 1685171 2952921 3307184 TO PROVIDE SCHOLARSHIPS TO ITS MEMBERS OF THE INTERNATIONAL ASSOCIATION AND SHEET METAL INTERNATIONAL TO SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS AND INDIVIDUALS WITHIN THEIR IMMEDIATE FAMILIES. 0 0 398225 539803 TO PROVIDE SCHOLARSHIPS TO ITS MEMBERS OF THE INTERNATIONAL ASSOCIATION AND SHEET METAL INTERNATIONAL TO SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS AND INDIVIDUALS WITHIN THEIR IMMEDIATE FAMILIES. 19581 SALARIES AND WAGES. 417806 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHEET METAL WORKERS' INTERNATIONAL 2026620858 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 JOSEPH SELLERS JR UNION TRUSTEE 2.00 40.00 X 0 384013 103115 RICHARD PELLAR EMPLOYER TRUSTEE 2.00 X 0 0 0 GEORGE WELSCH EMPLOYER TRUSTEE 2.00 X 0 0 0 WILLIAM ZAHNER EMPLOYER TRUSTEE 2.00 X 0 0 0 SCOTT PARKS UNION TRUSTEE 2.00 X 0 0 0 ANDREW CACCHOLI UNION TRUSTEE 2.00 X 0 0 0 MICHAEL COLEMAN UNION TRUSTEE 2.00 40.00 X 0 222726 45040 JOSEPH POWELL PLAN ADMINISTRATOR 1.00 40.00 X 0 326407 103115 0 933146 251270 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 611710 539433 539433 539433 187852 187852 SCHOLARSHIP REFUNDS 611710 370 370 370 727655 539803 0 187852 398225 398225 19581 19581 3826 3826 15435 15435 11409 11409 72 72 4395 4395 3241 3241 1528 1528 457712 417806 39906 0 474310 292330 46182 47614 910 8444 4373239 4643967 4894641 4992355 9339 7755 1981143 1735422 -48762 -58006 1941720 1685171 X 0 0 0 0 2952921 3307184 2952921 3307184 4894641 4992355 269943 84320 0 X X 0 1 X 1 0 X 0 0 0.00000 1.00000 0.00000 X 0 DUE TO (FROM) AFFILIATED ORGANIZATIONS -58006 -58006 X 800566 84320 84320 716246 11409 11409 727655 446303 0 446303 11409 11409 457712 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 0 0 0 0 0 0 JOSEPH SELLERS JR UNION TRUSTEE 0 384013 0 0 0 0 0 0 0 103115 0 487128 0 0 JOSEPH POWELL PLAN ADMINISTRATOR 0 326407 0 0 0 0 0 0 0 103115 0 429522 0 0 MICHAEL COLEMAN UNION TRUSTEE 0 222726 0 0 0 0 0 0 0 45040 0 267766 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE FUND'S ADMINISTRATOR TO DISTRIBUTE TO THE FUND'S BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AS ADOPTED A CONFILCT POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENT FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTERNATIONAL ASSOCIATION AND SHEET METAL INTERNATIONAL TO SMART 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 536001972 INTERNATIONAL LABOR ORGANIZATION DC 501(C)(5) 0 SHEET METAL WORKERS NATIONAL PENSION FUND 601 N FAIRFAX STREET ALEXANDRIA VA 22314 526112463 PENSION FUND VA 401(A) 0 SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FOUNDATION INC 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 521473935 SCHOLARSHIP FOUNDATION DC 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0