2024-11-15T09:25:25-06:00 2023-12-31 251031405 MCGILL POWER BELL & ASSOCIATES LLP 2402 W 8TH STREET ERIE PA 165054935 990PF 2023-01-01 840404262 THE UNION PRINTERS HOME FOUNDATION UNIO 4122548304 322 N SHORE DRIVE 200 PITTSBURGH PA 15212 DAN WASSER PRESIDENT 4122548304 2024-10-17 1 0 SHAWN P EMERSON P00745346 8144536594 2023 2024-10-15 13:58:12Z X 6706989 X 9 X 92040 72594 62514 62514 41533 41533 33803 152412 3137834 152412 9337 396 357845 329449 220121 0 154085 103047 44866 23118 18992 179 6868 21124 0 14786 46687 0 32681 32330 9813 15846 442301 54858 247384 22500 22500 464801 54858 269884 -106956 274591 51616 15548 15548 85505 72655 72655 80 80 80 1347454 2242907 2211510 4596439 3787360 4313955 66872 61395 58932 404205 369896 34309 34309 34309 6182195 6214254 6706989 15343 17027 15343 17027 X 6166852 6197227 6166852 6197227 6182195 6214254 6166852 -106956 142848 6202744 5517 6197227 CHEVY CHASE INVESTMENTS - ST NON-COVERED P 1170711 1154350 16361 16361 CHEVY CHASE INVESTMENTS - LT COVERED P 319221 260370 58851 58851 CHEVY CHASE INVESTMENTS - LT NON-COVERED P 1647751 1570702 77049 77049 CAPITAL GAINS DIVIDENDS P 151 151 151 152412 3817 0 3817 0 3817 18000 0 0 0 18000 0 14183 14183 0 0 0 0 0 0 0 0 1 0 0 0 1 PA 1 0 0 0 0 1 WWW.UPHFOUNDATION.ORG THE FOUNDATION 4122548304 322 N SHORE DRIVE 200 PITTSBURGH PA 15212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DAN WASSER 322 N SHORE DRIVE SUITE 200 PITTSBURGH PA 15212 PRESIDENT 50.00 194881 19240 0 STANLEY CORAM III 322 N SHORE DRIVE SUITE 200 PITTSBURGH PA 15212 TREASURER 1.00 4200 0 0 LESLIE LAWRENCE 322 N SHORE DRIVE SUITE 200 PITTSBURGH PA 15212 SECRETARY 0.50 600 0 0 BARB RETTIG 322 N SHORE DRIVE SUITE 200 PITTSBURGH PA 15212 VP OF DEVELOPMENT 0.50 0 0 0 DEREK GOLEMBESKI 322 N SHORE DRIVE SUITE 200 PITTSBURGH PA 15212 BOARD MEMBER 0.50 1200 0 0 NONE 0 NONE 0 0 6223622 127857 0 6351479 0 0 6351479 95272 6256207 312810 312810 3817 3817 308993 0 308993 0 308993 269884 0 269884 308993 0 0 780504 780504 269884 0 0 0 269884 0 39109 39109 741395 0 0 0 0 0 0 0 741395 741395 DAN WASSER 322 N SHORE DR SUITE 200 PITTSBURGH PA 15212 4122548304 DWASSER@UPHF.ORG APPLICANTS ARE REQUIRED TO FILL OUT THE SCHOLARSHIP APPLICATION FORM, WHICH CAN BE FOUND ON THE UNION PRINTERS HOME FOUNDATION WEBSITE. IN ADDITION TO PROVIDING BASIC PERSONAL INFORMATION ON THE APPLICATION FORM, ALONG WITH A PERSONAL LAMENT OF WHAT THE SCHOLARSHIP WOULD MEAN TO THEM; EACH APPLICANT MUST ALSO PROVIDE A LETTER OF ACCEPTANCE FROM A COLLEGE, UNIVERSITY, OR TECHNICAL INSTITUTE, AND ANY CURRENT STUDENTS MUST PROVIDE A LETTER OF GOOD ACADEMIC STANDING. FEBRUARY 14, 2023 - JUNE 2, 2023. ALL APPLICANTS MUST BE STUDENTS ENROLLED AND IN GOOD ACADEMIC STANDING IN A COLLEGE, UNIVERSITY, OR TECHNICAL SCHOOL AND MUST FALL INTO ONE OF THREE CATEGORIES: CATEGORY 1 AN APPLICANT MUST BE A MEMBER OF THE CURRENT/FORMER PRINTING, PUBLISHING AND MEDIA WORKERS SECTOR OF CWA ("PPMWS") IN GOOD STANDING WITH AT LEAST ONE YEAR OF MEMBERSHIP AT THE TIME THE SCHOLARSHIP REQUEST IS MADE. CATEGORY 2 A RETIRED MEMBER OF THE CURRENT/FORMER PPMWS AND IS A MEMBER OF THE CURRENT/FORMER PPMWS IN GOOD STANDING. CATEGORY 3 A QUALIFYING RELATIVE OF SUCH PPMWS MEMBER (CATEGORY 1) OR RETIREE (CATEGORY 2), SO LONG AS THE MEMBER HAS BEEN A PPMWS MEMBER FOR AT LEAST ONE YEAR AT THE TIME THE SCHOLARSHIP REQUEST IS MADE, OR THE RETIREE WAS A PPMWS MEMBER FOR AT LEAST ONE YEAR AT THE TIME HE/SHE RETIRED AND THE RETIREE IS STILL IN GOOD STANDING, AS DEFINED IN CATEGORY 2. UNIVERSITY OF RHODE ISLAND 45 UPPER COLLEGE RD KINGSTON RI 02881 N/A STUDENT SCHOLARSHIP PAID TO UNIVERSITY ON BEHALF OF THOMAS KEHOE. 5000 DUQUESNE UNIVERSITY 600 FORBES AVE PITTSBURGH PA 15282 N/A STUDENT SCHOLARSHIP PAID TO UNIVERSITY ON BEHALF OF OLIVIA DODSON. 5000 MOUNT ALOYSIUS COLLEGE 7373 ADMIRAL PEARY HWY CRESSON PA 16630 N/A STUDENT SCHOLARSHIP PAID TO UNIVERSITY ON BEHALF OF JENNIFER ZAMAN. 2500 UNIVERSITY OF CENTRAL FLORIDA 4000 CENTRAL FLIRODA BLVD ORLANDO FL 32816 N/A STUDENT SCHOLARSHIP PAID TO UNIVERSITY ON BEHALF OF NATHAN SHIFREL. 5000 COLLEGE OF STATEN ISLAND 2800 VICTORY BLVD STATEN ISLAND NY 10314 N/A STUDENT SCHOLARSHIP PAID TO UNIVERSITY ON BEHALF OF KRISTEN BRODY. 5000 22500 0 14 72594 19446 14 62514 16 41533 19 152412 SCHOLARSHIP REFUNDS 5000 MINERAL RIGHTS - ROYALTIES 15 396 RECOVERED ESCHEAT INCOME 3941 0 329449 28387 357836 3 TAX-EXEMPT INTEREST INCOME 11A SCHOLARSHIP REFUNDS 11D RECOVERED ESCHEAT INCOME 0 0 0 0 0 0 0 0 0 0 CHEVY CHASE INVESTMENTS - SECURITIES 3787360 4313955 1434415 1431824 808492 779686 CHEVY CHASE INVESTMENTS - OTHER FIXED INCOME SECURITIES FMV 61395 58932 LAND 34309 0 34309 FURNITURE & EQUIPMENT 1252 1252 0 BUILDING 368644 368644 0 FEDERAL ADJUSTMENT FOR WASH SALES 5517 OFFICE EXPENSES 6600 0 4620 INFORMATION TECHNOLOGY 14813 0 10370 INSURANCE 826 0 578 DIRECT CHARITABLE EXPENSES 278 0 278 OTHER INVESTMENT EXPENSES 7815 7815 0 MISC. RENTAL EXPENSES 1998 1998 0 SCHOLARSHIP REFUNDS 5000 5000 MINERAL RIGHTS - ROYALTIES 396 396 396 RECOVERED ESCHEAT INCOME 3941 3941 UNREALIZED GAINS ON INVESTMENTS 142848 PROFESSIONAL SERVICE FEES 56043 0 23118 INVESTMENT FEES 41272 39134 0 LEGAL EXPENSES 5732 5732 0 PAYROLL TAXES 9811 0 6868 FOREIGN TAXES 179 179 0 EXCISE TAXES 9002 0 0