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← SHEET METAL WORKERS LOCAL 1OO SCHOLARSHIP TRUST FUND

Form 990 for tax year 2023

Filed by SHEET METAL WORKERS LOCAL 1OO SCHOLARSHIP TRUST FUND.

Totals

Total revenue
$133,532
Total expenses
$150,910
Contributions and grants received
$0
Grants paid
$148,071
Program service revenue
$124,239
Investment income
$5,993
Other revenue
$3,300
Total assets, end of year
$690,479
Total liabilities, end of year
$151,500
Net assets or fund balances, end of year
$538,979
Program services expenses (Part IX)
$148,071
Management and general expenses
$2,839
Fundraising expenses
$0
Program service expenses (Part III)
$148,071

Program services were 98.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $124,239 · related or exempt $124,239

  • 3 · Investment income

    total $5,993 · excluded $5,993

  • 11a · Other revenue: REFUNDS

    total $3,300 · related or exempt $3,300

  • 11e · Other revenue, total

    $3,300

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $148,071 · program services $148,071

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 11f · Fees: investment management

    total $1,099 · management and general $1,099

  • 11g · Fees: other

    total $240 · management and general $240

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $176,411 · end of year $154,139

  • 4 · Accounts receivable

    beginning of year $22,963 · end of year $22,963

  • 11 · Investments: publicly traded securities

    beginning of year $460,401 · end of year $513,377

  • 25 · Other liabilities

    beginning of year $151,500 · end of year $151,500

  • 27 · Net assets without donor restrictions

    beginning of year $508,275 · end of year $538,979

Mission and programs · 2023

Mission

AWARD SCHOLARSHIPS FOR SECONDARY EDUCATION TO CHILDREN OF UNION MEMBERS.

  • AWARD SCHOLARSHIPS FOR SECONDARY EDUCATION TO CHILDREN OF UNION MEMBERS.

    Expenses $148,071 · Grants $148,071 · Revenue $127,539

As filed on the 2023 return.

Listed in Part VII

  • Richard Labille III

    TRUSTEE

    Total calculated
    $235,874
    From this org
    $0
    From related orgs
    $161,463
    Other
    $74,411
    Hours/week
    0.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,590 related
    Nontaxable benefits
    $0 + $23,821 related
    Filer's total
    $0 + $235,874 related

  • Kathy Bigelow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SMART LOCAL 100 APPRENTICE FUND

    501C · TRAINING & EDUCATION · MD

  • SMART LOCAL 100 UNION GENERAL FUND

    501C · LABOR UNION · MD

  • SMART LOCAL 100 PENSION

    501A · RETIREMENT PLAN · MD

  • SMART LOCAL 100 RECRUITMENT FUND

    501C · RECRUITMENT · MD

  • SMART LOCAL 100 401(K) PLAN

    501A · RETIREMENT PLAN · MD

  • SMART LOCAL 100 HEALTH BENEFIT FUND

    501C · H&W BENEFITS · MD

  • SMART LOCAL 100 VACATION PLAN

    501C · VACATION BENEFITS · MD

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349317063

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