Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
UNION PLUS EDUCATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 FIRST STREET NE NO 850
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20002
A Employer identification number

38-3647522
B Telephone number (see instructions)

(202) 293-5330
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$131,854
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 341 341  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 200,341 341  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 38,328 0   38,328
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,328 0   38,328
25 Contributions, gifts, grants paid....... 316,000 316,000
26 Total expenses and disbursements. Add lines 24 and 25 354,328 0   354,328
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -153,987
b Net investment income (if negative, enter -0-) 341
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,607 94,759 94,759
2 Savings and temporary cash investments......... 271,744 37,095 37,095
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   10    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 288,361 131,854 131,854
Liabilities 17 Accounts payable and accrued expenses.......... 2,520  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,520 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 285,841 131,854
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 285,841 131,854
30 Total liabilities and net assets/fund balances (see instructions). 288,361 131,854
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
285,841
2
Enter amount from Part I, line 27a .....................
2
-153,987
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
131,854
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
131,854
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (202) 293-5330

    Located atbullet1100 FIRST STREET NE NO 850WASHINGTONDC ZIP+4bullet20002
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MITCHELL STEVENS TRUSTEE
    2.00
    0 0 0
    1100 FIRST STREET NE
    WASHINGTON,DC20002
    STEPHEN GOLDSMITH TRUSTEE
    2.00
    0 0 0
    1100 FIRST STREET NE
    WASHINGTON,DC20002
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDED SCHOLARSHIPS TO UNION MEMBERS, THEIR SPOUSES, AND DEPENDENTS, TO ENABLE THEM TO PURSUE EDUCATION. 316,000
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    276,030
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    276,030
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    276,030
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,140
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    271,890
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    13,595
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    13,595
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    13,590
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    13,590
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    13,590
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    354,328
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    354,328
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    354,328
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 13,590
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 142,896
    b From 2016...... 142,796
    c From 2017...... 145,085
    d From 2018...... 144,502
    e From 2019...... 221,321
    fTotal of lines 3a through e........ 796,600
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 354,328
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 13,590
    e Remaining amount distributed out of corpus 340,738
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,137,338
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    142,896
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    994,442
    10 Analysis of line 9:
    a Excess from 2016.... 142,796
    b Excess from 2017.... 145,085
    c Excess from 2018.... 144,502
    d Excess from 2019.... 221,321
    e Excess from 2020.... 340,738
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    UNIONPLUSORGBENEFITSEDUCATIONUNION-
    1100 FIRST STREET NE
    WASHINGTON,DC20002
    (202) 293-5330
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS MUST BE SUBMITTED ON THE UNION PLUS WEBSITE.
    cAny submission deadlines:
    A COMPLETE APPLICATION MUST BE RECEIVED BEFORE NOON ON JANUARY 31ST OF THE SCHOLARSHIP YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE AWARD IS LIMITED TO CURRENT AND RETIRED MEMBERS OF UNIONS THAT PARTICIPATE IN ANY UNION PLUS PROGRAM, THEIR SPOUSES AND THEIR DEPENDENT CHILDREN (AS DEFINED BY IRS REGULATIONS). AT LEAST ONE YEAR OF CONTINUOUS UNION MEMBERSHIP BY THE APPLICANT, APPLICANT'S SPOUSE OR PARENT (IF APPLICANT IS A DEPENDENT). THE ONE YEAR MEMBERSHIP MINIMUM MUST BE SATISFIED BY MAY 31.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ZABLON OMWOYO
    628 S EASTMOOR STREET
    WICHITA,KS67207
    NONE I SCHOLARSHIPS 1,000
    MARIA COOPER
    1721 RUTHERFORD DRIVE
    FLORENCE,SC29505
    NONE I SCHOLARSHIPS 1,000
    CWAIVY ADAMS
    115 BLUE RIDGE TRACE
    HENDERSONVILLE,TN37075
    NONE I SCHOLARSHIPS 1,500
    JULIE AMENTA
    1305 WOODMERE RD
    SANTA MARIA,CA93455
    NONE I SCHOLARSHIPS 1,500
    JENNA BRINKMAN
    21685 STATE ROUTE 67
    WAPAKONETA,OH45895
    NONE I SCHOLARSHIPS 1,000
    TIANNA CEBULLA
    3231 45TH AVE
    KNAPP,WI54749
    NONE I SCHOLARSHIPS 750
    STACIE CHANDLER
    9901 GATEWAY DRIVE
    LOUISVILLE,KY40299
    NONE I SCHOLARSHIPS 2,000
    JON COWART III
    98 QUAIL RUN
    KENNETT SQUARE,PA19348
    NONE I SCHOLARSHIPS 1,000
    ENRIQUE ESPINOZA
    3979 W BARRY AVE 1
    CHICAGO,IL60618
    NONE I SCHOLARSHIPS 1,000
    BENJAMIN J FALCON
    7634 GRANITE DRIVE
    CORPUS CHRISTI,TX78414
    NONE I SCHOLARSHIPS 1,000
    JASON FULTS
    230 NW 14TH AVE
    GAINESVILLE,FL32601
    NONE I SCHOLARSHIPS 1,000
    OLIVIA HANISCH
    8 BLACKTHORN DRIVE
    NEW FAIRFIELD,CT06812
    NONE I SCHOLARSHIPS 1,000
    NICHOLAS HANRATTY
    2 BURR OAK DRIVE
    HIGHLAND,IL62249
    NONE I SCHOLARSHIPS 2,000
    GREGORY HARASYM
    28 SAMPSON AVENUE
    STATEN ISLAND,NY10308
    NONE I SCHOLARSHIPS 2,000
    SUMMER HECKERT
    7201 NE 138TH STREET
    SMITHVILLE,MO64089
    NONE I SCHOLARSHIPS 2,000
    BAILEY IMHOFF
    129101 STATE HIGHWAY 29
    EDGAR,WI54426
    NONE I SCHOLARSHIPS 1,000
    JACOB JOHNSRUD
    905 JACKSON ST
    MANITOWOC,WI54220
    NONE I SCHOLARSHIPS 4,000
    ESTHER LEE
    2371 EAST 17TH STREET
    BROOKLYN,NY11229
    NONE I SCHOLARSHIPS 1,000
    ANTHONY LEIN
    3644 N MARSHFIELD AVE APT 2
    CHICAGO,IL60613
    NONE I SCHOLARSHIPS 4,000
    HALEY LONG
    2509 PINE DR NE
    CLEVELAND,TN37312
    NONE I SCHOLARSHIPS 1,500
    ILAN MATKOVSKI
    11434 VIA RANCHO SAN DIEGO 123
    EL CAJON,CA92019
    NONE I SCHOLARSHIPS 1,000
    KAYLA MCLAUGHLIN
    1 ISABELLA STREET
    SAUGUS,MA01906
    NONE I SCHOLARSHIPS 1,000
    JONATHAN MERCHAN
    5221 CHURCH ST
    SKOKIE,IL60077
    NONE I SCHOLARSHIPS 4,000
    AMELIA MURPHY
    2451 S WESTERN AVE UNIT 1N
    CHICAGO,IL60608
    NONE I SCHOLARSHIPS 2,000
    ALI NEDVED
    186 CLEAR LAKE DR
    JACKSBORO,TN37757
    NONE I SCHOLARSHIPS 2,000
    GABRIELA PERILLO
    13865 BIG RUN LANE
    HOMER GLEN,IL60491
    NONE I SCHOLARSHIPS 1,000
    VALENCIA JOHNSON
    2309 ELSINORE AVENUE
    BALTIMORE,MD21216
    NONE I SCHOLARSHIPS 1,000
    EMILY PIMENTEL
    318 FRONT STREET
    WEYMOUTH,MA02188
    NONE I SCHOLARSHIPS 1,000
    BRYNN RADTKE
    N11365 HILLVIEW RD
    ANTIGO,WI54409
    NONE I SCHOLARSHIPS 1,500
    MARINA REZK
    231 PANDOLFI AVE
    SECAUCUS,NJ07094
    NONE I SCHOLARSHIPS 1,000
    BRIAN ROGERS
    3272 DONNIE ANN ROAD
    LOS ALAMITOS,CA90720
    NONE I SCHOLARSHIPS 1,000
    DEVIN C ROMINES
    391 LOMA DRIVE
    CAMARILLO,CA93010
    NONE I SCHOLARSHIPS 2,000
    RACHEL ROTHMAN
    1631 STANLEY ST
    LONGWOOD,FL32750
    NONE I SCHOLARSHIPS 1,000
    RYLIE J SANDERS
    1848 E OAK CREEK CIR
    FRESNO,CA93730
    NONE I SCHOLARSHIPS 1,500
    OWEN SELTZER
    30 TRUMBULL ROAD
    WATERFORD,CT06385
    NONE I SCHOLARSHIPS 1,500
    NIKOLAS R SERRANO
    700 WILLOW GROVE TERRACE
    DAVIE,FL33325
    NONE I SCHOLARSHIPS 1,000
    JANELL M SHUTE
    772 EL PASO AVE
    CLOVIS,CA936113806
    NONE I SCHOLARSHIPS 1,000
    JOSEPH P SORGI III
    13831 GREENVILLE DR
    SHELBY TOWNSHIP,MI48315
    NONE I SCHOLARSHIPS 1,500
    MARK STECCONE
    1233 IRWIN STREET
    SAN RAFAEL,CA94901
    NONE I SCHOLARSHIPS 3,000
    TIMOTHY B SULLIVAN
    448 GATESWOOD DR
    WEST CHESTER,PA19380
    NONE I SCHOLARSHIPS 1,000
    MIA SWEENEY
    1394 LITTLE MEADOW RD
    GUILFORD,CT06437
    NONE I SCHOLARSHIPS 1,500
    LARYSSA TAKIUE
    3058 AINAOLA DRIVE
    HILO,HI96720
    NONE I SCHOLARSHIPS 1,000
    JOEL TATE
    10822 GAS HOUSE PIKE
    NEW MARKET,MD21774
    NONE I SCHOLARSHIPS 1,000
    RANDY B TERRY II
    1141 ALFORD RD
    LITHONIA,GA30058
    NONE I SCHOLARSHIPS 1,000
    CAMERON A TISDALE
    2867 MARIETTA ROAD
    CHILLICOTHE,OH45601
    NONE I SCHOLARSHIPS 1,000
    ANABEL VARGHESE
    2636 CHATHAM WOODS DR SE
    GRAND RAPIDS,MI49546
    NONE I SCHOLARSHIPS 1,500
    BROOKE L WILLIAMS
    405 E HILLVIEW ST
    WINSLOW,AZ86047
    NONE I SCHOLARSHIPS 1,500
    SARAH N WILLIAMS
    251 N NICKAJACK RD
    FLINTSTONE,GA30725
    NONE I SCHOLARSHIPS 1,500
    ROSS WINGERT
    195 FRY RD
    ROSE BUD,AR72137
    NONE I SCHOLARSHIPS 1,000
    MARY KATE YATSONSKY
    355 MOUNTAIN ROAD
    JEFFERSON TOWNSHIP,PA18436
    NONE I SCHOLARSHIPS 1,000
    GIOVANNA G ZAMPA
    594 WILLOW COURT
    BENICIA,CA94510
    NONE I SCHOLARSHIPS 1,000
    AIME Y ALARCON
    66 SOUTH DOREE STREET
    PORTERVILLE,CA93257
    NONE I SCHOLARSHIPS 1,000
    ALEXANDRIA R ARNDT
    1124 NE 10TH ST
    BLUE SPRINGS,MO64014
    NONE I SCHOLARSHIPS 2,000
    CASSIDY L BLACK
    372 OAKRIDGE DRIVE
    JOHNSTOWN,PA15904
    NONE I SCHOLARSHIPS 1,000
    HAYLEE R BUCK
    19562 E 570
    COLCORD,OK74338
    NONE I SCHOLARSHIPS 1,000
    MAIREAD F BURKE
    7716 QUEENS CT
    DOWNERS GROVE,IL60516
    NONE I SCHOLARSHIPS 1,500
    MARIA I BURRITT
    4720 VAN DYKE AVE
    SAN DIEGO,CA92116
    NONE I SCHOLARSHIPS 1,000
    ALLISON J CARLSON
    8491 VICARA DRIVE
    ALTA LOMA,CA91701
    NONE I SCHOLARSHIPS 1,000
    ALEJANDRO T CUESTA
    4649 N LAPORTE AVE
    CHICAGO,IL60630
    NONE I SCHOLARSHIPS 1,000
    LAMARRIUS DANLEY
    706 S ARRINGTON DR
    WEST MEMPHIS,AR72301
    NONE I SCHOLARSHIPS 1,000
    SANAA DAVIS-MCCLAIN
    262 RANDALL AVE
    FREEPORT,NY11520
    NONE I SCHOLARSHIPS 1,000
    MADISON L DEAL
    1204 EAST HIGHVIEW DR
    OZARK,MO65721
    NONE I SCHOLARSHIPS 1,500
    ANNIE E ELIAS
    4870 BIRCH LAKE CIRCLE
    WHITE BEAR LAKE,MN55110
    NONE I SCHOLARSHIPS 4,000
    MATTHEW J DELGADO
    5 ESTATE DRIVE
    MASTIC BEACH,NY11951
    NONE I SCHOLARSHIPS 1,000
    LAUREN I DEVINE
    2007 MOSSY COVE
    BRANDON,MS39042
    NONE I SCHOLARSHIPS 2,000
    REILEY M DRAKE
    1639 FOREST RD APT 203
    LA GRANGE PARK,IL60526
    NONE I SCHOLARSHIPS 2,000
    TRISTAN S FLORES
    4808 HILL RD
    ALVIN,TX77511
    NONE I SCHOLARSHIPS 750
    CADE FORTNEY
    210 WILTSHIRE DRIVE
    BELLEFONTE,PA16823
    NONE I SCHOLARSHIPS 1,000
    ISABELLA C GAYOSO
    214 LAURA LEE DR
    MOON TOWNSHIP,PA15108
    NONE I SCHOLARSHIPS 1,000
    VANESSA J HENRIQUEZ
    1801 SOUTH 11TH STREET
    LAS VEGAS,NV89104
    NONE I SCHOLARSHIPS 1,000
    JASMINE M HERNANDEZ
    8809 1/2 ROSE ST
    BELLFLOWER,CA90706
    NONE I SCHOLARSHIPS 1,000
    SHOLA JIMOH
    312 STONELEIGH LANE
    OSWEGO,IL60543
    NONE I SCHOLARSHIPS 1,000
    KAYLAN N JOHNSON
    1420 MARTHA ROAD
    SOUTH CHARLESTON,WV25303
    NONE I SCHOLARSHIPS 2,000
    NATHAN H KIES
    21263 W REDWOOD DR
    PLAINFIELD,IL60544
    NONE I SCHOLARSHIPS 2,000
    AMANDA M MAVRICOS
    26 NIPPON AVE
    STATEN ISLAND,NY10312
    NONE I SCHOLARSHIPS 3,000
    EMMA L MCANULTY
    511 STILES ROAD
    HOMER CITY,PA15748
    NONE I SCHOLARSHIPS 750
    BETH M MCILQUHAM
    7187 70TH STREET
    CHIPPEWA FALLS,WI54729
    NONE I SCHOLARSHIPS 750
    KATRINA M MULHERIN
    3004 SUSANNA DRIVE
    SINKING SPRING,PA19608
    NONE I SCHOLARSHIPS 1,000
    JILLIAN K MUSZYNSKI
    131 UNION STREET
    CEDAR GROVE,NJ07009
    NONE I SCHOLARSHIPS 1,000
    RYLEIGH K NAPIER
    PO BOX 104 6431 HIGHWAY 80
    WOOTON,KY41776
    NONE I SCHOLARSHIPS 1,000
    MACY A O'NEILL
    2442 STATE ROUTE 408 WEST
    HICKORY,KY42051
    NONE I SCHOLARSHIPS 1,000
    STEPHANIE D ORDONEZ
    11 GODFREY DR
    TRENTON,NJ08610
    NONE I SCHOLARSHIPS 1,000
    ASHLEY SANDERS
    3247 N CHURCHILL LANE 1
    SAGINAW,MI48603
    NONE I SCHOLARSHIPS 1,500
    LACY C SCHONEBOOM
    4771 AUDRAIN RD 433
    MEXICO,MO65265
    NONE I SCHOLARSHIPS 4,000
    HATTIE E SERGENT
    2621 GLENWOOD RD
    MILTON,WV25541
    NONE I SCHOLARSHIPS 1,500
    ZACHARY M SIEDLECKI
    7616 CHASE HALLOW ST
    LAS VEGAS,NV89149
    NONE I SCHOLARSHIPS 1,000
    COLETRANE A SIPES
    12127 V AVENUE
    COLUMBUS JUNCTION,IA52738
    NONE I SCHOLARSHIPS 2,000
    KYLIE S TAYLOR
    751 MOHAWK TRAIL UNIT 3B
    NORTH ADAMS,MA01247
    NONE I SCHOLARSHIPS 1,000
    MEGAN TAYLOR
    926 MANCHESTER CIRCLE
    GRAYSLAKE,IL60030
    NONE I SCHOLARSHIPS 1,500
    ADRIENNE THOMPSON
    6106 SW ADMIRAL WAY
    SEATTLE,WA98116
    NONE I SCHOLARSHIPS 750
    DENISE PERRY
    108 E HIGH ST
    LEBANON,PA17042
    NONE I SCHOLARSHIPS 1,000
    LYNNE C TURNER
    160 OCEAN PARKWAY APT 1A
    BROOKLYN,NY11218
    NONE I SCHOLARSHIPS 1,500
    SEBASTIANE D WALL
    27 SAGAMORE RD
    CRANSTON,RI02920
    NONE I SCHOLARSHIPS 1,000
    JORDAN L WILLIAMSON
    1071 FENNIE CT
    SUISUN CITY,CA94585
    NONE I SCHOLARSHIPS 1,500
    MACKENZIE L WYMAN
    705 DRAHNER DR
    EATON RAPIDS,MI48827
    NONE I SCHOLARSHIPS 1,500
    MICHAEL D YERKES
    10436 S KEDVALE AVE
    OAK LAWN,IL60453
    NONE I SCHOLARSHIPS 1,000
    JOSHUA M YOUNG
    576 2400 AVE
    ABILENE,KS67410
    NONE I SCHOLARSHIPS 1,000
    NARDA DAVIS
    2414 IRVING ST NE
    WASHINGTON,DC200182537
    NONE I SCHOLARSHIPS 1,000
    AKRAM ABOUNAJA
    331 ACADEMY TERRACE APT 14
    LINDEN,NJ07036
    NONE I SCHOLARSHIPS 1,000
    ELIZA ALBENZE
    933 WILLOW GLEN DRIVE
    BETHEL PARK,PA15102
    NONE I SCHOLARSHIPS 1,500
    AMANDA ALLEN
    15 HOLLY HILLS RD
    SYLVA,NC28779
    NONE I SCHOLARSHIPS 1,000
    CAMRYN E ALVES
    1460 RAINER LOOP NW
    SALEM,OR97304
    NONE I SCHOLARSHIPS 1,000
    AMY K ARNES
    668 LA GRANDE DR 1
    SUNNYVALE,CA94087
    NONE I SCHOLARSHIPS 1,000
    KATHERINE L BETRUS
    362 OUTER MAIN STREET
    POTSDAM,NY13676
    NONE I SCHOLARSHIPS 1,000
    ENKH-UCHRAL BOLOR
    3124 NEWTON ST APT 203D
    TORRANCE,CA90505
    NONE I SCHOLARSHIPS 1,000
    VICTORIA BACKUS
    221 WHEELER AVE WEST
    GARDEN CITY,NY11530
    NONE I SCHOLARSHIPS 1,000
    KAI BRADLEY-GUTIERREZ DE TERON
    2226 TRENTON AVE
    PHILADELPHIA,PA19125
    NONE I SCHOLARSHIPS 1,000
    DANYELLE A BURKE NORTH
    11947 VALLEY VIEW STREET 6025
    GARDEN GROVE,CA92846
    NONE I SCHOLARSHIPS 2,000
    ANDREW P CARDONE
    471 WHITTIER AVE
    LEVITTOWN,NY11756
    NONE I SCHOLARSHIPS 2,000
    ANNA CETERA
    85 ROCK AVENUE
    WARWICK,RI02889
    NONE I SCHOLARSHIPS 1,000
    JULIA N CHAREST
    271 BUTTONWOOD LANE
    CINNAMINSON,NJ08077
    NONE I SCHOLARSHIPS 1,000
    AILEEN B COEN
    10 PHILIP RD
    WALPOLE,MA02081
    NONE I SCHOLARSHIPS 1,000
    AUSTIN J DALFONSO
    36015 COBBS HILL RD
    WILLARDS,MD21874
    NONE I SCHOLARSHIPS 1,500
    WILLIAM M DAVIS
    326 FAY RD
    SYRACUSE,NY13219
    NONE I SCHOLARSHIPS 1,000
    SHAKIRA FLORENCE E FANGONILO
    17 CARUSO ISLAND CT
    SACRAMENTO,CA95823
    NONE I SCHOLARSHIPS 1,000
    MELODY GONZALEZ
    209 ROSWELL AVE UNIT C
    LONG BEACH,CA90803
    NONE I SCHOLARSHIPS 1,000
    ROXANNE I HARRIS
    302 CHIRCO AVE
    SANTA CRUZ,CA95065
    NONE I SCHOLARSHIPS 2,000
    HAYMOND RAJEEV
    4554 GRANDVIEW DR
    PALMDALE,CA93551
    NONE I SCHOLARSHIPS 2,500
    JOSHUA A HOLMES
    2004 AUTUMN BLOSSOM LN
    WAXHAW,NC28173
    NONE I SCHOLARSHIPS 1,500
    HENRY HUA
    2608 AVENUE W
    BROOKLYN,NY11229
    NONE I SCHOLARSHIPS 1,000
    ZACHARY B JEFFRIES
    130 TETON COURT
    HEBRON,IN46341
    NONE I SCHOLARSHIPS 1,000
    HANNAH E KAVANAUGH
    3501 N HAPPY HOLLOW ROAD
    INDEPENDENCE,MO64058
    NONE I SCHOLARSHIPS 1,000
    BRONTE S LACEY
    10725 TANI LN
    BURLINGTON,WA98233
    NONE I SCHOLARSHIPS 1,500
    JOY I LAMECH
    8929 FALLBROOK CT
    HESPERIA,CA92344
    NONE I SCHOLARSHIPS 1,000
    MIKAYLA N LIPSCOMB
    16 PINECREST DRIVE
    SEALE,AL36875
    NONE I SCHOLARSHIPS 1,000
    KALE W MACORMIC
    13809 E 87TH STREET N
    OWASSO,OK74055
    NONE I SCHOLARSHIPS 1,000
    RYAN A MALONEY
    9141 DEWBERRY LN
    ORLAND PARK,IL604627723
    NONE I SCHOLARSHIPS 1,000
    KELSEY MORREY
    18057 VOSS DRIVE
    ORLAND PARK,IL60467
    NONE I SCHOLARSHIPS 1,000
    OLIVIA MUBAREK
    5 FARMERY LANE
    SANDY HOOK,CT06482
    NONE I SCHOLARSHIPS 3,000
    DAVID MUSCARELLA
    508 FRIEL ROAD
    BADEN,PA15005
    NONE I SCHOLARSHIPS 1,000
    DANIEL T MYGAN
    147 S WHITE ROCK RD
    HOLMES,NY125315406
    NONE I SCHOLARSHIPS 1,000
    RYAN P O'TOOLE
    115 79TH STREET
    BURR RIDGE,IL60527
    NONE I SCHOLARSHIPS 1,500
    ZACHARY A POWELL
    251 PLEASANTVIEW RD
    FINLEYVILLE,PA15332
    NONE I SCHOLARSHIPS 1,500
    MARIAN A PRATHER
    5906 VANCE ST
    ARVADA,CO800035420
    NONE I SCHOLARSHIPS 4,000
    CANDICE R NANCE CARRIGAN
    2 OLIVE COURT 103
    REDWOOD CITY,CA94061
    NONE I SCHOLARSHIPS 2,000
    JULIUS W RADAKOVITS
    20 DUSSENBURY DR
    FLORIDA,NY10921
    NONE I SCHOLARSHIPS 1,000
    ABIGAIL E RANDAN
    29 TOWNSHIP RD 1525
    PROCTERVILLE,OH45669
    NONE I SCHOLARSHIPS 1,000
    GRADY REGAN
    9276 BURLINGHAM RD
    HOLLAND,NY14080
    NONE I SCHOLARSHIPS 1,000
    HAILEE M SCHALWIG
    8398 EAST RIVER ROAD
    COON RAPIDS,MN55433
    NONE I SCHOLARSHIPS 1,500
    MALIYAH E SHIFFERLY
    195 9TH STREET NE
    BARBERTON,OH44203
    NONE I SCHOLARSHIPS 1,500
    TROY J SICA
    7 MICHAEL AVE
    BELLPORT,NY117131111
    NONE I SCHOLARSHIPS 1,000
    MACKENZIE J SKINNER
    2516 WOODLAWN ST
    HARRISBURG,PA17111
    NONE I SCHOLARSHIPS 1,000
    ALEC STANTON
    6 TANGLEWOOD DR
    DANBURY,CT068114233
    NONE I SCHOLARSHIPS 1,000
    ANNA SZAPIRO
    4216 SUNSET DR
    LOS ANGELES,CA90027
    NONE I SCHOLARSHIPS 1,500
    NATHANIEL S THOMPSON
    432 N JENTILLY LN
    CHANDLER,AZ85226
    NONE I SCHOLARSHIPS 1,000
    PHOEBE TRAN
    1060 SANDSPRINGS DR
    LA PUENTE,CA91746
    NONE I SCHOLARSHIPS 3,000
    LIYANNI A VAZQUEZ
    23 ALISON LANE
    WETHERSFIELD,CT06109
    NONE I SCHOLARSHIPS 1,000
    DECLAN T WILLEMS
    732 OLD DOCK RD
    KINGS PARK,NY11754
    NONE I SCHOLARSHIPS 1,000
    KAITLYN L WONG
    1712 SPYGLASS RD
    PETALUMA,CA94954
    NONE I SCHOLARSHIPS 1,000
    AIDEN ADCOCK
    690 W SALZBURG ROAD
    AUBURN,MI48611
    NONE I SCHOLARSHIPS 750
    CLAIRE ALARID
    2227 HAWK WAY
    BELLINGHAM,WA982293383
    NONE I SCHOLARSHIPS 1,500
    ARNULFO A ARELLANO
    495 SAN PASQUAL VALLEY RD UNIT 151
    ESCONDIDO,CA92027
    NONE I SCHOLARSHIPS 4,000
    ANGELA AZPEITIA
    425 MOHAWK STREET
    JOLIET,IL60432
    NONE I SCHOLARSHIPS 1,000
    TERESA M BARANOWSKI
    511 CONCORD PLACE
    SCHERERVILLE,IN46375
    NONE I SCHOLARSHIPS 2,000
    EMILEE R BREITNER
    8271 IDA WEST ROAD
    IDA,MI48140
    NONE I SCHOLARSHIPS 1,000
    LUCA CALABRO
    1302 W ROSEMONT
    CHICAGO,IL60660
    NONE I SCHOLARSHIPS 1,000
    ELIZABETH B CZEISZPERGER
    49296 EUPHRATES DRIVE
    MACOMB,MI48044
    NONE I SCHOLARSHIPS 750
    CORAL D GARCIA
    1042 FOXENWOON DR
    SANTA MARIA,CA93455
    NONE I SCHOLARSHIPS 1,000
    GRAINNE M GIBLIN
    4912 143RD STREET
    CRESTWOOD,IL60418
    NONE I SCHOLARSHIPS 1,000
    DAISY J HOOVER
    1070 NE 122ND STREET
    NORTH MIAMI,FL33161
    NONE I SCHOLARSHIPS 4,000
    PAUL M IRVINE
    23250 TWINFLOWER AVE
    WILDOMAR,CA92595
    NONE I SCHOLARSHIPS 1,500
    CAYDEN R KELLEY
    312 N SULLIVAN AVE
    NORA SPRINGS,IA50458
    NONE I SCHOLARSHIPS 750
    ANA A MANZANARES
    2047 EVERGREEN ST
    LA VERNE,CA91750
    NONE I SCHOLARSHIPS 1,000
    KENNEDY MCDANIEL
    3799 KIRK RD
    VASSAR,MI48768
    NONE I SCHOLARSHIPS 3,000
    ARIEL J MEYER
    9277 212TH STREET W
    LAKEVILLE,MN550449100
    NONE I SCHOLARSHIPS 1,000
    JENNA S MILLER
    540 W 53RD STREET APT 2D
    NEW YORK,NY10019
    NONE I SCHOLARSHIPS 1,000
    CLAIRE MURANAKA
    2407 VIA LA MESA
    CHINO HILLS,CA91709
    NONE I SCHOLARSHIPS 1,000
    SHIRLEY NAPRAVNICK-VALERO
    999 NORTH ST
    PITTSFIELD,MA01201
    NONE I SCHOLARSHIPS 1,000
    KAROLE NICOLETTA
    6001 BLACK HORSE PIKE 14
    EGG HARBOR TOWNSHIP,NJ082344885
    NONE I SCHOLARSHIPS 1,000
    JESSICA I OLSON
    723 EAST MAIN STREET
    CALEDONIA,MN55921
    NONE I SCHOLARSHIPS 1,000
    LERYN J QUINTANA
    1005 L D DRIVE
    SAINT MARTINVILLE,LA70582
    NONE I SCHOLARSHIPS 1,000
    NOAH C SALO
    306 JONI LN
    JOLIET,MT59041
    NONE I SCHOLARSHIPS 1,000
    JEREMY A STEPANSKY
    172 SUMMIT AVENUE
    MONTCLAIR,NJ07043
    NONE I SCHOLARSHIPS 1,500
    TAWNY TOWNSEND
    3935 TRICKLE CREEK BLVD
    BELLINGHAM,WA98226
    NONE I SCHOLARSHIPS 1,500
    NICHOLAS M VICINANZA
    6 DRYSTACK WAY
    SIMPSONVILLE,SC29681
    NONE I SCHOLARSHIPS 1,000
    DYLAN J WILLIAMS
    306 LANDRUSH WAY
    BALDWINSVILLE,NY13027
    NONE I SCHOLARSHIPS 1,000
    CHARLES T WILLIAMS
    529 HWY K
    LAREDO,MO64652
    NONE I SCHOLARSHIPS 1,000
    EMILY R ZEMBRICKI
    8 LILLIAN DRIVE
    HAZLET,NJ07730
    NONE I SCHOLARSHIPS 4,000
    RACHEL E ZIMMERLI
    8401 W 156TH ST
    OVERLAND PARK,KS66223
    NONE I SCHOLARSHIPS 1,000
    VINCENT PHAN
    129 SMALLWOOD AVE
    BELLEVILLE,NJ07109
    NONE I SCHOLARSHIPS 2,000
    TATI-ANNA ROBINSON
    42 SIMONSON PLACE
    STATEN ISLAND,NY10302
    NONE I SCHOLARSHIPS 2,000
    MELODY DELANCEY
    116 ARTHUR AVE
    FLORAL PARK,NY11001
    NONE I SCHOLARSHIPS 2,000
    ERIC CANTEENWALA
    1293 RIO HONDO DR
    SAN JOSE,CA95120
    NONE I SCHOLARSHIPS 1,000
    HANNAH M DOLL
    5180 CLARERIDGE CT
    CINCINNATI,OH45238
    NONE I SCHOLARSHIPS 1,000
    KELSEY L HAAS
    816 SCOTT CT
    PICKERINGTON,OH43147
    NONE I SCHOLARSHIPS 1,000
    MELISSA J HANSING
    PO BOX 24572
    EDINA,MN55424
    NONE I SCHOLARSHIPS 2,000
    HUDSON R HASSLER
    88 COLLINWOOD ROAD
    MAPLEWOOD,NJ07040
    NONE I SCHOLARSHIPS 2,000
    ZAKIYA S HELM
    14 STARROW DRIVE
    NEWBURGH,NY12550
    NONE I SCHOLARSHIPS 1,000
    DYLAN C HISER
    207 E MAPLE ST
    SEWARD,NE68434
    NONE I SCHOLARSHIPS 4,000
    TRACIE KIMBROUGH
    16938 SHINEDALE DR
    CANYON COUNTRY,CA91387
    NONE I SCHOLARSHIPS 1,500
    GRETA J PETERSON-NAFZIGER
    1386 SAINT CLAIR AVENUE
    SAINT PAUL,MN55105
    NONE I SCHOLARSHIPS 2,000
    SCOTT W SIEGEL
    67-76 BOOTH ST APT 6L
    FOREST HILLS,NY11375
    NONE I SCHOLARSHIPS 3,000
    STACY TALLON
    1960 COOPER ST
    KAYSVILLE,UT84037
    NONE I SCHOLARSHIPS 1,000
    KEITH A TURNER
    4354 40TH STREET APT 7
    SAN DIEGO,CA92105
    NONE I SCHOLARSHIPS 1,000
    CHLOE R WEISS
    419 KAYLA COURT
    WASHINGTON,MO63090
    NONE I SCHOLARSHIPS 1,500
    MADISON C WHISENAND
    4113 LOIRE CT
    MODESTO,CA95356
    NONE I SCHOLARSHIPS 1,500
    DEREK P WILLSON
    4477 RT 50
    GANSEVOORT,NY12831
    NONE I SCHOLARSHIPS 1,000
    JAMES R YOUNG
    5844 MOUNTAIN LANE RD
    PESHASTIN,WA98847
    NONE I SCHOLARSHIPS 1,000
    MARIA ZAWILSKI
    3101 BARTZ RD
    STRYKERSVILLE,NY14145
    NONE I SCHOLARSHIPS 1,000
    HEATHER A DICKRELL
    63254 MARENGO RIVER RD
    MARENGO,WI54855
    NONE I SCHOLARSHIPS 1,000
    JENNA M GOODWIN
    8718 BARRINGTON WAY
    SPRINGBORO,OH45066
    NONE I SCHOLARSHIPS 1,000
    NICHOLAS S GROSS
    112 JONES AVE
    EAST SYRACUSE,NY13057
    NONE I SCHOLARSHIPS 1,000
    ROXANNA R MCNEILAN
    18373 ST RT 41
    WEST UNION,OH45693
    NONE I SCHOLARSHIPS 1,000
    ARIEL DEL HOYO MUNOZ
    1735 BERKELEY WAY APT 1
    BERKELEY,CA94703
    NONE I SCHOLARSHIPS 4,000
    MORGAN L NOHREN
    301 E ELM ST
    COWDEN,IL62422
    NONE I SCHOLARSHIPS 1,000
    MARY M ORLOFF
    10 INDIAN HILL ROAD
    NEW FAIRFIELD,CT06812
    NONE I SCHOLARSHIPS 1,000
    SIERRA S SALAS
    935 DOMINGUEZ AVE
    WILMINGTON,CA90744
    NONE I SCHOLARSHIPS 1,000
    CAITLIN SUTHERIN
    5 KASPER PATH
    PALM COAST,FL32164
    NONE I SCHOLARSHIPS 1,000
    LOGAN M COGDILL
    2783 NORMANDY ROAD
    TAYLORSVILLE,KY40071
    NONE I SCHOLARSHIPS 1,000
    SYDNEY E STOEHR
    4001 LAUREL RIDGE TRAIL
    TRUSSVILLE,AL35173
    NONE I SCHOLARSHIPS 1,500
    ADIN A WILLIAMS
    11722 SE WILLIAM OTTY RD
    HAPPY VALLEY,OR97086
    NONE I SCHOLARSHIPS 1,500
    KARLA S LOPEZ
    5120 WATER COCONUT ST
    NORTH LAS VEGAS,NV89031
    NONE I SCHOLARSHIPS 1,000
    MAKAELAH MURRAY
    1168 WHEELER ST
    STOCKTON,CA95206
    NONE I SCHOLARSHIPS 1,000
    ELLIE R PAZOL
    2916 MANOR DR
    NORTHBROOK,IL60062
    NONE I SCHOLARSHIPS 2,000
    ISABEL J VALDEZ
    4257 MOHAWK TRAIL
    ADRIAN,MI492219394
    NONE I SCHOLARSHIPS 1,000
    EMILY WIGHTMAN
    306 NORTH ROAD
    DEERING,NH03244
    NONE I SCHOLARSHIPS 1,000
    LATAVIA COUNCIL
    211-03B HILLSIDE AVE
    QUEENS VILLAGE,NY11427
    NONE I SCHOLARSHIPS 2,000
    JOSUE GIL-SILVA
    1924 NEWCASTLE DR
    SALINAS,CA93906
    NONE I SCHOLARSHIPS 1,000
    ANNA M POSLEDNIK
    54-13 71ST STREET
    MASPETH,NY11378
    NONE I SCHOLARSHIPS 2,000
    DOMENICO M RECINE JR
    79 E 6TH STREET
    DEER PARK,NY11729
    NONE I SCHOLARSHIPS 1,000
    CHRISTINA WHITTINGHAM
    1476 ALLERTON AVENUE APT 3
    BRONX,NY10469
    NONE I SCHOLARSHIPS 2,000
    ANASTASIA LANGNER
    3121 BROWNING AVENUE
    SAN JOSE,CA95124
    NONE I SCHOLARSHIPS 1,000
    MALIK GEORGE
    76 COLEY STREET
    WOODBRIDGE,NJ07095
    NONE I SCHOLARSHIPS 1,000
    MILES GEORGE
    76 COLEY STREET
    WOODBRIDGE,NJ07095
    NONE I SCHOLARSHIPS 1,000
    MICHAEL A GALLEGOS
    6787 COLE AVENUE 105
    HIGHLAND,CA92346
    NONE I SCHOLARSHIPS 1,000
    Total .................................bullet 3a 316,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 341  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 341 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    341
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    UNION PLUS EDUCATION FOUNDATION
     
    Employer identification number

    38-3647522
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    UNION PLUS EDUCATION FOUNDATION
     
    Employer identification number
    38-3647522
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    NEW YORK METRO POSTAL UNIONS
     
    350 W 31ST ST
     
    NEW YORK, NY10001

    $ 30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    CAPITAL ONE
     
    15000 CAPITAL ONE DRIVE
     
    RICHMOND, VA23238

    $ 170,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    UNION PLUS EDUCATION FOUNDATION
     
    Employer identification number

    38-3647522
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    UNION PLUS EDUCATION FOUNDATION
     
    Employer identification number

    38-3647522
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 OtherExpensesSchedule
    Name:
    UNION PLUS EDUCATION FOUNDATION
    EIN:
    38-3647522
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    APPLICATION ADJUDICATION FEES 38,328 0   38,328