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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$143,360J 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) 323,580
2 Check bullet.............
3 Interest on savings and temporary cash investments 24 24  
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........ 323,604 24  
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)....... Click to see attachment 33,098 0   33,098
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,098 0   33,098
25 Contributions, gifts, grants paid....... 279,000 279,000
26 Total expenses and disbursements. Add lines 24 and 25 312,098 0   312,098
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,506
b Net investment income (if negative, enter -0-) 24
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 94,759 42,661 42,661
2 Savings and temporary cash investments......... 37,095 85,699 85,699
3 Accounts receivable bullet15,000
Less: allowance for doubtful accounts bullet     15,000 15,000
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) 131,854 143,360 143,360
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 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........ 131,854 143,360
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)..... 131,854 143,360
30 Total liabilities and net assets/fund balances (see instructions). 131,854 143,360
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
131,854
2
Enter amount from Part I, line 27a .....................
2
11,506
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
143,360
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
143,360
Form 990-PF (2021)
Form 990-PF (2021)
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 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 0
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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. 279,000
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    98,652
    c
    Fair market value of all other assets (see instructions)................
    1c
    15,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    113,652
    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
    113,652
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,705
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    111,947
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,597
    Part X
    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 IX, line 6..................
    1
    5,597
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,597
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,597
    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 XII, line 1 ...
    7
    5,597
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 5,597
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 142,796
    b From 2017...... 145,085
    c From 2018...... 144,502
    d From 2019...... 221,321
    e From 2020...... 340,738
    f Total of lines 3a through e ........ 994,442
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 312,098
    a Applied to 2020, 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 2021 distributable amount..... 5,597
    e Remaining amount distributed out of corpus 306,501
    5 Excess distributions carryover applied to 2021. 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 1,300,943
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		142,796
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,158,147
    10 Analysis of line 9:
    a Excess from 2017.... 145,085
    b Excess from 2018.... 144,502
    c Excess from 2019.... 221,321
    d Excess from 2020.... 340,738
    e Excess from 2021.... 306,501
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    OLIVIA D DEPEW
    4552 MARTIN WILSON RD
    BIRMINGHAM,AL35209     		NONE I SCHOLARSHIP 1,000
    SYDNEY E STOEHR
    4001 LAUREL RIDGE TRAIL
    BIRMINGHAM,AL35209     		NONE I SCHOLARSHIP 1,000
    ANTHONY LEIN
    5236 N OLEANDER PKWY
    KEISER,AR723510459     		NONE I SCHOLARSHIP 1,000
    ABNER A ORTIZ
    448 RICHFIELD AVE UNIT B
    OAKLAND,CA94612     		NONE I SCHOLARSHIP 1,000
    ANDREA M PUTNAM
    25775 TOLUCA DRIVE
    SAN DIEGO,CA921082189     		NONE I SCHOLARSHIP 1,000
    BRENDA N JUAREZ
    3101 MARY COMMON
    DIAMOND SPGS,CA956191601     		NONE I SCHOLARSHIP 1,000
    CYNTHIA R SPANGLER
    1308 JASON DR
    LOMPOC,CA934381348     		NONE I SCHOLARSHIP 1,000
    DANIELLE E JORDAN
    7704 WAVERLY ST
    CARSON,CA907453505     		NONE I SCHOLARSHIP 750
    EDWIN E SOTO SAUCEDO
    9301 VAN NUYS BLVD APT 211
    PASADENA,CA91107     		NONE I SCHOLARSHIP 2,000
    GABRIELLE S WYNTER
    7301 DE CELIS PL
    LOS ANGELES,CA90032     		NONE I SCHOLARSHIP 1,000
    HAYDEN E MCDOW
    20626 SUSAN RUTH ST
    GARDENA,CA902474217     		NONE I SCHOLARSHIP 750
    IZAIAH O RUIZ
    701 S VAN NESS ST
    TULARE,CA93275     		NONE I SCHOLARSHIP 1,000
    JAQUAIN SCALES
    1500 W EL CAMINO 640
    SAN FRANCISCO,CA94110     		NONE I SCHOLARSHIP 2,500
    JARVIS NGUYEN
    243 BERRENDO DR
    LOS ANGELES,CA900571012     		NONE I SCHOLARSHIP 2,500
    JASON DILLES
    624 SOUTHVIEW TER
    SANTA CRUZ,CA950603678     		NONE I SCHOLARSHIP 1,000
    JENNIFER BEJARANO
    554 S LINDA LANE
    FRESNO,CA93702     		NONE I SCHOLARSHIP 1,000
    KEIRAN A BAKER
    1100 FARMINGTON DR APT 127
    MARTINEZ,CA945531865     		NONE I SCHOLARSHIP 1,000
    LAUREN E RICHNER
    1354 HICKORY RIDGE LN
    BURBANK,CA915052528     		NONE I SCHOLARSHIP 1,000
    MARCUS S WEINZIMER
    22034 ANTIGUA
    BUENA PARK,CA90620     		NONE I SCHOLARSHIP 1,000
    MARGUERITE ANDRICH
    3375 ROSE STREET
    W HOLLYWOOD,CA900463911     		NONE I SCHOLARSHIP 4,000
    MATTHEW AMOS
    2205 HILLTOP DR 307
    REDDING,CA960992855     		NONE I SCHOLARSHIP 1,000
    MEGAN J JOHNSON
    2211 PIKETON RD
    BENICIA,CA94510     		NONE I SCHOLARSHIP 750
    MICHAEL A GALLEGOS
    6787 COLE AVENUE APT 105
    BLOOMINGTON,CA92316     		NONE I SCHOLARSHIP 4,000
    MIRANDA M GARCIA
    2831 E LINCOLN AVE
    SAN RAMON,CA945831547     		NONE I SCHOLARSHIP 1,000
    NATHAN L SALDANA
    17401 BLOSSOM HILL WAY
    SANTA CRUZ,CA950625048     		NONE I SCHOLARSHIP 1,000
    NATHANIEL W JACOB
    PO BOX 810
    BUENA PARK,CA90620     		NONE I SCHOLARSHIP 750
    NICOLE J HAYES
    30497 VILLAGE TERRACE DR
    FRESNO,CA937202211     		NONE I SCHOLARSHIP 750
    QUINCEY E WARD
    4807 DALTREY COURT
    ALAMEDA,CA94502     		NONE I SCHOLARSHIP 1,000
    SYDNEY SHIOTANI
    18347 SATICOY ST 47
    LOS ANGELES,CA90036     		NONE I SCHOLARSHIP 1,000
    VIVIANA S NUNEZ
    540 PICO AVE UNIT 111
    SAN SIMEON,CA93452     		NONE I SCHOLARSHIP 1,000
    AMANDA N COTTEN
    7091 BUENA VISTA RD
    DENVER,CO802212921     		NONE I SCHOLARSHIP 1,000
    MELANIE SCHWENGLER
    12010 W AUBURN AVE
    COLORADO SPRINGS,CO80907     		NONE I SCHOLARSHIP 1,000
    PAIGE T MAYNARD
    1311 MEADOW BROOK LN
    LAKEWOOD,CO802285017     		NONE I SCHOLARSHIP 500
    GINA M GALLO REINHARD
    422 SOUTH END RD
    BRISTOL,CT060103943     		NONE I SCHOLARSHIP 1,000
    LAURA E BURSTEIN
    94 WILKIN DRIVE
    FARMINGTON,CT060321909     		NONE I SCHOLARSHIP 1,000
    NIKKI M FLYNN
    5 ATHOL STREET
    FARMINGTON,CT06032     		NONE I SCHOLARSHIP 1,000
    ALBERT J GUO
    1910 PEACEFUL HILLS RD
    WASHINGTON,DC20001     		NONE I SCHOLARSHIP 1,000
    BILLI VAVRA
    201 5TH AVENUE
    WASHINGTON,DC20006     		NONE I SCHOLARSHIP 1,000
    BRYAN J WALKER
    5867 N COBBLER LANE
    WASHINGTON,DC20006     		NONE I SCHOLARSHIP 4,000
    CHRISTIAN J GARZA
    233 WILLOW BRANCH
    WASHINGTON,DC20001     		NONE I SCHOLARSHIP 1,000
    DANIEL L SCRIVANICH
    601 GRAYDON AVENUE C2
    WASHINGTON,DC20001     		NONE I SCHOLARSHIP 1,000
    DASSENY S ARREOLA
    613 NATASHA PL
    WASHINGTON,DC20001     		NONE I SCHOLARSHIP 1,000
    FARZANA Z ALI
    93 FARRINGTON AVE
    WASHINGTON,DC20036     		NONE I SCHOLARSHIP 4,000
    JULIA K ROSS-MCGUIRE
    4836 LINCOLN ROAD
    WASHINGTON,DC20001     		NONE I SCHOLARSHIP 1,000
    KARLEE BARRETT
    6739 HIGH KNOLL DR
    WASHINGTON,DC200012797     		NONE I SCHOLARSHIP 1,000
    MAKAYLA L COLON
    3315 MENLO DR
    WASHINGTON,DC20036     		NONE I SCHOLARSHIP 2,000
    NIKKO BILITZA
    1856 INGELSIDE TERRACE NW
    WASHINGTON,DC20009     		NONE I SCHOLARSHIP 1,000
    ASHLEY M MENDONZA
    5606 RAMBLE ROSE WAY
    JUPITER,FL334588694     		NONE I SCHOLARSHIP 1,000
    BAILEY K LAVENDER
    23310 EAST COLONIAL DR
    ORLANDO,FL32824     		NONE I SCHOLARSHIP 1,000
    DANIEL F PADRON
    9107 PINION DR
    PLANTATION,FL33317     		NONE I SCHOLARSHIP 1,250
    DIEGO A BARROS
    13877 TEA ROSE DR
    ORLANDO,FL328681934     		NONE I SCHOLARSHIP 4,000
    JALIN A COLEMAN
    14506 KNUDSEN ST
    CRAWFORDVILLE,FL323270255     		NONE I SCHOLARSHIP 1,000
    JASON FULTS
    230 NW 14TH AVE
    GAINESVILLE,FL32609     		NONE I SCHOLARSHIP 1,000
    MOLLY A DIALLO
    10350 W BAY HARBOR DR UNIT 9U
    MIAMI,FL33137     		NONE I SCHOLARSHIP 1,000
    NICHOLAS J PETRILLO
    111 BISHOP HILL RD
    MOUNT DORA,FL327577886     		NONE I SCHOLARSHIP 1,000
    MICHAEL O HARRIS
    415 FORESTSIDE CIRCLE
    ALBANY,GA31707     		NONE I SCHOLARSHIP 4,000
    PAYTON A CASSIDY
    2049 33RD STREET
    MACON,GA312174528     		NONE I SCHOLARSHIP 1,000
    MATTHEW C MEHRTENS
    118 EAST STREET
    WATERLOO,IA507032462     		NONE I SCHOLARSHIP 2,000
    SARAH E COLE
    3893 S CAPULET AVE
    BOISE,ID83706     		NONE I SCHOLARSHIP 4,000
    ALAINA P SCHREINER
    1001 REGAN RD
    CHICAGO,IL60612     		NONE I SCHOLARSHIP 1,000
    ANDREW J QUICK
    205 N HAWTHORNE AVE
    PEORIA,IL616033747     		NONE I SCHOLARSHIP 1,000
    BREANNA C CIEMNY
    1202 BUCKINGHAM COURT
    COUNTRYSIDE,IL60525     		NONE I SCHOLARSHIP 1,000
    ELLIE R PAZOL
    2916 MANOR DR
    WESTMONT,IL605590390     		NONE I SCHOLARSHIP 1,000
    ERIC POHL
    9111 HILLSIDE RD
    CRYSTAL LAKE,IL600121184     		NONE I SCHOLARSHIP 1,500
    ERIC POHL
    9111 HILLSIDE RD
    CRYSTAL LAKE,IL600121184     		NONE I SCHOLARSHIP 1,250
    ETHAN E O'DEA
    10508 SOUTH TRIPP AVE
    CHICAGO,IL60616     		NONE I SCHOLARSHIP 750
    EZEKIEL D BRAMBLE
    4449 N WHIPPLE ST
    CHICAGO,IL60612     		NONE I SCHOLARSHIP 1,000
    GABRIELA PERILLO
    13865 BIG RUN LANE
    ROSEMONT,IL60018     		NONE I SCHOLARSHIP 1,000
    HANNAH K REDICAN
    12531 W REGAN RD
    CHICAGO,IL60607     		NONE I SCHOLARSHIP 1,000
    ISABELLA KOSTALLARI
    9735 W HERSHEY ROAD
    PEARL CITY,IL610629585     		NONE I SCHOLARSHIP 2,000
    KAITLYN GIBSON
    1002 30TH STREET
    CREST HILL,IL60403     		NONE I SCHOLARSHIP 750
    KATELYN A HAAS
    3311 MILL PARK CT
    BELLEVILLE,IL622203463     		NONE I SCHOLARSHIP 1,000
    KATHY HAFF
    2736 WEST ST
    FOREST PARK,IL60130     		NONE I SCHOLARSHIP 1,000
    MATTHEW G MCCAULEY
    8624 TOWNSHIP ROAD 1055E
    SPRINGFIELD,IL627042523     		NONE I SCHOLARSHIP 1,000
    MCKENNA K MYATT
    2533 COMMERCIAL PKWY
    GRANITE CITY,IL620403956     		NONE I SCHOLARSHIP 1,000
    MEGAN M TURK
    713 CRAWFORDS KNOLL CT
    GODFREY,IL620352619     		NONE I SCHOLARSHIP 500
    ZOE SCOURTES
    13735 TIMBER TRAILS RD
    ROSEMONT,IL60018     		NONE I SCHOLARSHIP 1,000
    ALIVIA M FORD
    511 MESA DR
    EVANSVILLE,IN47725     		NONE I SCHOLARSHIP 2,000
    KAYLA M QUEVEDO
    12651 FIRST DRIVE
    FORT WAYNE,IN468252011     		NONE I SCHOLARSHIP 1,000
    MARA PEREZ
    1167 GRAND TETON DR
    NEW PALESTINE,IN461639139     		NONE I SCHOLARSHIP 1,000
    NOAH J BERNING
    107 S WEST STREET
    INDIANAPOLIS,IN462200530     		NONE I SCHOLARSHIP 1,000
    PAUL S GOMEZ
    5657 COLUMBIA DR N
    FORT WAYNE,IN468025001     		NONE I SCHOLARSHIP 2,000
    MIKHAI RICHARDSON
    925 NE 102ND STREET
    LENEXA,KS662156105     		NONE I SCHOLARSHIP 1,000
    GABRIEL L TILLY
    6918 COLRAIN CIRCLE
    LOUISVILLE,KY40213     		NONE I SCHOLARSHIP 1,500
    AILEEN B COEN
    10 PHILIP RD
    DORCESTER,MA021222845     		NONE I SCHOLARSHIP 2,000
    BROOKLYN WEBB
    6015 PEBBLEBROOK LN 200
    HYANNIS,MA02601     		NONE I SCHOLARSHIP 1,000
    COREY WHITE
    9 JOYCE AVE PO BOX 346
    BOSTON,MA02111     		NONE I SCHOLARSHIP 1,000
    GABRIEL P BACZEWSKI
    55 CONVERSE DR
    WATERTOWN,MA024725715     		NONE I SCHOLARSHIP 1,000
    GUSTAVUS S GREMP
    1013 GRANDSIR AVENUE
    SOUTH HADLEY,MA01075     		NONE I SCHOLARSHIP 1,000
    ISABELLE P SHOOK
    3643 ALTON PL NW
    WHITMAN,MA023822432     		NONE I SCHOLARSHIP 1,000
    SHIRLEY NAPRAVNICK-VALERO
    999 NORTH ST
    PITTSFIELD,MA01201     		NONE I SCHOLARSHIP 2,500
    CARLOS THOMPSON
    8111 FALCON CREST DR
    BOWIE,MD207180972     		NONE I SCHOLARSHIP 1,000
    IGNATIUS T NWANKWO
    7508 KELSEYS LANE
    PARKVILLE,MD21234     		NONE I SCHOLARSHIP 4,000
    KADE R ARNOLD
    170 RIDGEWOOD DRIVE
    BALTIMORE,MD21234     		NONE I SCHOLARSHIP 1,000
    LOGAN E OHLDE
    14094 WASHINGTON RD
    ANNAPOLIS,MD21401     		NONE I SCHOLARSHIP 1,000
    PAIGE L MICKELSON
    1234 KELLY ISLAND CT
    ANNAPOLIS,MD21401     		NONE I SCHOLARSHIP 1,000
    SYDNEY M PIZZINATO
    3566 E RAWHIDE STREET
    UPPER MARLBORO,MD20772     		NONE I SCHOLARSHIP 1,000
    MCKAYLA LEARY
    23 SEWALL RD
    SOUTH BERWICK,ME03908     		NONE I SCHOLARSHIP 750
    ANDREW P LARKIN
    2955 MERIDIAN LANE APT 11
    BATTLE CREEK,MI490177659     		NONE I SCHOLARSHIP 1,000
    AUBRIE M SPARKS
    5970 US 131 SOUTH
    DETROIT,MI482161270     		NONE I SCHOLARSHIP 1,000
    CATHERINE PRADA
    6414 EDGEMOOR WAY
    IONIA,MI488461535     		NONE I SCHOLARSHIP 1,000
    IMANI COGER
    14098 TIMBERWYCK DRIVE
    WARREN,MI483975000     		NONE I SCHOLARSHIP 1,000
    KARLEY Y YUNG
    47435 WALLINGFORD CT
    YPSILANTI,MI48197     		NONE I SCHOLARSHIP 1,500
    LAUREN G EVANS
    240 SHERRILL STREET
    PORT HURON,MI480604155     		NONE I SCHOLARSHIP 1,000
    SADIE S FERENCE
    46961 HWY 92
    NOVI,MI48375     		NONE I SCHOLARSHIP 1,000
    BRANDON BALMA
    200 FRASER HALL 106 PLEASANT ST SE
    MINNEAPOLIS,MN55455     		NONE I SCHOLARSHIP 1,000
    PORSHA J WOLFRUM
    11701 HIRE RD
    DULUTH,MN55804     		NONE I SCHOLARSHIP 1,000
    ABIGAIL E RUDD
    3252 KINGSRIDGE MANOR DR
    SAINT LOUIS,MO631043843     		NONE I SCHOLARSHIP 1,000
    EKUA-JANEA QUAGRAINE
    10425 N CYPRESS AVE
    KANSAS CITY,MO64132     		NONE I SCHOLARSHIP 1,000
    MATTHEW GAJDOS
    7268 AZALEA DR
    LOOSE CREEK,MO650542218     		NONE I SCHOLARSHIP 1,000
    MATTHEW GLASS
    10579 VICTORIA FALLS DR
    SAINT LOUIS,MO63118     		NONE I SCHOLARSHIP 1,000
    MAYA COMROV
    498 GREGG LN
    SPRINGFIELD,MO658062301     		NONE I SCHOLARSHIP 1,000
    ETHAN C BOSARGE
    7117 TEAKWOOD DR
    BILOXI,MS39532     		NONE I SCHOLARSHIP 750
    AMANDA ALLEN
    15 HOLLY HILLS RD
    RALEIGH,NC27610     		NONE I SCHOLARSHIP 1,000
    BRAYDEN CARAYNOFF-HUBER
    612 BRITA TRAIL
    OMAHA,NE681081852     		NONE I SCHOLARSHIP 1,000
    LILY L TEUNISSEN
    3630 S 52ND STREET
    OMAHA,NE68105     		NONE I SCHOLARSHIP 1,000
    RYAN E SAND
    901 W MARY STREET
    LINCOLN,NE60506     		NONE I SCHOLARSHIP 1,000
    CLAIRE E REYNOLDS
    20 BERKELEY ST
    NASHUA,NH030605591     		NONE I SCHOLARSHIP 1,000
    JACQUELINE A PARAISO
    23835 OAK MEADOW DR
    SALISBURY,NH032685318     		NONE I SCHOLARSHIP 1,000
    CIARA J RODRIGUEZ
    539 MAIN STREET
    WESTVILLE,NJ08093     		NONE I SCHOLARSHIP 4,000
    CIARA N WORTHEY
    2000 LAKE AVENUE
    NEW BRUNSWICK,NJ08901     		NONE I SCHOLARSHIP 1,500
    GIANNA S STRAZZULLA
    42 CRESSIDA DRIVE
    EAST WINDSOR,NJ08520     		NONE I SCHOLARSHIP 1,000
    LEAH FONSTEIN
    920 AVENIDA DEL VISTA K7
    FERNLEY,NV894084639     		NONE I SCHOLARSHIP 1,000
    ABEERA SAEED
    88 PALISADE AVE APT 2
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    ABEERA SAEED
    88 PALISADE AVE APT 2
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 1,000
    ABIGAIL R VELEZ
    2420 DARBETON AVE
    EAST SYRACUSE,NY130570202     		NONE I SCHOLARSHIP 1,000
    ALYSSA GARBULSKY
    6405 STRICKLAND AVENUE
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 1,000
    AMANDA M MAVRICOS
    26 NIPPON AVE
    NEW YORK,NY10007     		NONE I SCHOLARSHIP 750
    ANNA G WHITMAN
    102 MOUNT HOPE AVE
    GLENMONT,NY120774806     		NONE I SCHOLARSHIP 1,000
    CARMELO QUINONES JR
    810 PELHAM PKWY S APT 6H
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    CHRISTINA WHITTINGHAM
    1476 ALLERTON AVENUE APT 3
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    CHRISTINE W PARMETER
    47 HAMMOND LANE
    EAST SYRACUSE,NY13057     		NONE I SCHOLARSHIP 2,000
    DEREK P WILLSON
    4477 RT 50
    LAKE GEORGE,NY128454332     		NONE I SCHOLARSHIP 1,500
    DESTINEE BELL
    114 STRAIGHT ST APT 1G
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    EMILIA BENNETT
    11757 SCHULER RD
    STERLING,NY13156     		NONE I SCHOLARSHIP 1,000
    EMMA R HYDE
    1071 COUNTY ROUTE 1
    SYRACUSE,NY13204     		NONE I SCHOLARSHIP 750
    ESTHER LEE
    2371 EAST 17TH STREET
    NEW YORK,NY10007     		NONE I SCHOLARSHIP 2,000
    GILEENE MULLINGS
    3480 3RD AVE APT 12F
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    GRACE E BRODARICK
    880 WATER TERRACE
    SOUTHOLD,NY11971     		NONE I SCHOLARSHIP 1,000
    HAFSAH SAEED
    97 ELM STREET
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    HUDSON F GALARDI-TROY
    12 CEDAR AVE
    NEW YORK,NY10036     		NONE I SCHOLARSHIP 1,000
    JOSEPH T ABBATE
    3895 ELAYNE CT
    NEW YORK,NY100041603     		NONE I SCHOLARSHIP 1,000
    JOYZEL ACEVEDO
    19593 NW 83RD COURT
    NEW YORK,NY10013     		NONE I SCHOLARSHIP 1,000
    LESLIE A NIPKOW
    5605 DAUPHINE STREET
    NEW YORK,NY10013     		NONE I SCHOLARSHIP 2,000
    MARY PHAN
    129 SMALLWOOD AVENUE
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    MELBOURNE TANG
    2005 E 15TH STREET
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    PAIGE R JEGIERSKI
    342 S WOODSIDE DRIVE
    BUFFALO,NY142062437     		NONE I SCHOLARSHIP 750
    PARKER J TAFT
    9 DAFFODIL DRIVE
    SCHENECTADY,NY12309     		NONE I SCHOLARSHIP 1,000
    PATRICK R GOLDING
    347 MONREAL
    NEW YRK,NY10010     		NONE I SCHOLARSHIP 1,000
    PAUL IRVINE
    985 S IDAHO ST UNIT 64
    MEXICO,NY131140956     		NONE I SCHOLARSHIP 750
    SARAH SMITH
    81 LENOX AVENUE
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    SCOTT W SIEGEL
    67-76 BOOTH ST APT 6L
    FLUSHING,NY11365     		NONE I SCHOLARSHIP 1,000
    TATI-ANNA ROBINSON
    42 SIMONSON PLACE
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    TERALAN M SIMMONS
    101 MOBILE DRIVE
    ALBANY,NY12210     		NONE I SCHOLARSHIP 1,000
    VICTORIA M O'CONNOR
    6065 MANLIUS TOWNLINE RD
    ALBANY,NY122122414     		NONE I SCHOLARSHIP 1,000
    VICTORIA NEGRON
    4240 HUTCHINSON RIVER PKWY E APT 5E
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    VINCENT PHAN
    129 SMALLWOOD AVE
    NEW YORK,NY10001     		NONE I SCHOLARSHIP 2,000
    WILLIAM D LEECH
    36080 SMITHFIELD RD
    NEW YORK,NY100117201     		NONE I SCHOLARSHIP 2,000
    AVONNA V BOYSEL
    4815 BALDWIN RD
    COLUMBUS,OH43201     		NONE I SCHOLARSHIP 2,000
    CHASE C LARKIN
    45 LUCKY LANE
    BELLAIRE,OH439068546     		NONE I SCHOLARSHIP 750
    EVAN F BOCK
    349 HIGHLAND DR
    NORTH OLMSTED,OH44070     		NONE I SCHOLARSHIP 1,000
    HAILEY K MULLINS
    4286 KNOLL CREST DR
    REYNOLDSBURG,OH430682813     		NONE I SCHOLARSHIP 1,000
    JACOB A SHUTIC
    5600 CANYON RIDGE DR
    CLEVELAND,OH44125     		NONE I SCHOLARSHIP 1,000
    KAITLYN KING
    64 EDGEWOOD ROAD
    DAYTON,OH45414     		NONE I SCHOLARSHIP 750
    KAYSA M KURTZ- MERWIN
    24990 STATE HIGHWAY 71
    NORTH OLMSTED,OH44070     		NONE I SCHOLARSHIP 1,000
    KELLIE M TAYLOR-WHITE
    9412 BOONE DR
    N ROYALTON,OH44133     		NONE I SCHOLARSHIP 1,000
    MAUREEN E RODDY
    15200 DIVELBISS ROAD
    WESTERVILLE,OH430828331     		NONE I SCHOLARSHIP 1,000
    OLIVIA M PENA
    1549 NORTH BONITA CT
    CLEVELAND,OH441193053     		NONE I SCHOLARSHIP 1,000
    RINA GIRON
    4080 STOTTS ST
    ZANESVILLE,OH437019557     		NONE I SCHOLARSHIP 1,000
    SHANE COKES
    320 CEDAR TRL
    WAPAKONETA,OH45895     		NONE I SCHOLARSHIP 750
    SOFIA F REGAN-BONE
    3622 ROCKEFELLER AVE
    TOLEDO,OH43613     		NONE I SCHOLARSHIP 2,000
    TAMAR SELLA
    44 RAWSON WOODS CIR
    CINCINNATI,OH45203     		NONE I SCHOLARSHIP 1,000
    MCKENNA B WOFFORD
    524 KINGSTON PL
    MUSKOGEE,OK74402     		NONE I SCHOLARSHIP 500
    CYDNEY STABLES
    12010 NE FLETT RD
    MEDFORD,OR975014656     		NONE I SCHOLARSHIP 4,000
    ALAINA LEASURE
    86 NASHVILLE RD
    INDIANA,PA15705     		NONE I SCHOLARSHIP 1,000
    CASSIDY L BLACK
    813 RAGERS HILL RD
    JOHNSTOWN,PA15901     		NONE I SCHOLARSHIP 1,000
    CORY D JOHNSON
    8583 DELAWARE AVE
    NO HUNTINGDON,PA15642     		NONE I SCHOLARSHIP 500
    DAYLIN G BOEHMER
    3525 BROOKVIEW ROAD
    PHILADELPHIA,PA19154     		NONE I SCHOLARSHIP 750
    HELEN R TAMRAT
    417 NETHERWOOD RD
    PHILADELPHIA,PA191491421     		NONE I SCHOLARSHIP 1,000
    IFFAT M ALAM
    123 N JACKSON ST
    PITTSBURGH,PA152352651     		NONE I SCHOLARSHIP 1,000
    JACOB G MOHRING
    100 ESTATE DRIVE
    BALA CYNWYD,PA19004     		NONE I SCHOLARSHIP 4,000
    LIBBY A KORMAN
    1922 COUNTY LINE RD
    PHILADELPHIA,PA19154     		NONE I SCHOLARSHIP 500
    MACY A O'NEILL
    2442 STATE ROUTE 408 WEST
    BETHLEHEM,PA18020     		NONE I SCHOLARSHIP 1,000
    MAKAYLA A RANDOLPH
    12 CREEK DRIVE
    SHARON HILL,PA19079     		NONE I SCHOLARSHIP 1,500
    LUCAS A HUSCH
    1089 BLUE RIDGE DR
    CRANSTON,RI029104223     		NONE I SCHOLARSHIP 1,000
    ROBERT E ARRIGHIE
    246 MAYFIELD AVE B
    NORTH SMITHFIELD,RI028969342     		NONE I SCHOLARSHIP 1,000
    LATOYA MCBRIDE
    3221 HWY 15 SOUTH
    MURRELLS INLET,SC295767229     		NONE I SCHOLARSHIP 1,000
    LAMARRIUS DANLEY
    706 S ARRINGTON DR
    CORDOVA,TN38018     		NONE I SCHOLARSHIP 1,000
    ARTURO MONTES-ACOSTA
    268 PLUM ST
    AUSTIN,TX78741     		NONE I SCHOLARSHIP 1,000
    ASMA CHAUDHRY
    676 ALMONDWOOD ST
    BRYAN,TX778023640     		NONE I SCHOLARSHIP 500
    CLAIRE E ALFORD
    4533 KRIS DR
    SAN ANTONIO,TX782442109     		NONE I SCHOLARSHIP 2,000
    ELEANOR A SCHOENBRUN
    6609 CAMINO FUENTE DR
    EL PASO,TX799032829     		NONE I SCHOLARSHIP 1,000
    GINA YUM
    12906 PROVIDENCE PLACE
    BAYTOWN,TX775201209     		NONE I SCHOLARSHIP 1,000
    MADISON H CRICK
    600 SILVER SPRINGS
    SAN ANTONIO,TX782225203     		NONE I SCHOLARSHIP 1,000
    MARIBEL GOMEZ
    1981 FM 145
    DALLAS,TX75252     		NONE I SCHOLARSHIP 1,000
    MERISSA T MCFADDEN
    8127 CHERRY GLADE
    SPRING BRANCH,TX780705840     		NONE I SCHOLARSHIP 1,000
    WYATT R WATRING
    6343 OLD RT 50
    PARK CITY,UT840980683     		NONE I SCHOLARSHIP 500
    DAWSON J TEMPLIN
    1055 TIMBERWALE LN NW
    MCCLEAN,VA22102     		NONE I SCHOLARSHIP 1,000
    ELLA R KIRKSEY
    3000 MIDDLEWOOD RD
    MIDLOTHIAN,VA23113     		NONE I SCHOLARSHIP 2,500
    FILMON ALI
    109 S 38TH PLACE
    EVERETT,WA98201     		NONE I SCHOLARSHIP 1,000
    HANNAH I EWING
    20011 62ND DRIVE NE
    EVERETT,WA982060750     		NONE I SCHOLARSHIP 3,000
    JORDYN FAMIMIKO
    5020 CALIFORNIA AVE SW APT 403
    SEATTLE,WA981211114     		NONE I SCHOLARSHIP 2,000
    JUDY L OLSEN
    915 E HARRISON ST
    TACOMA,WA984110580     		NONE I SCHOLARSHIP 1,000
    MICHELLE SAECHAO
    20818 125TH AVENUE SE
    SEATTLE,WA98124     		NONE I SCHOLARSHIP 1,000
    ELLYANNA M ZIPPERER
    326 W MENASHA AVE
    PEWAUKEE,WI530720130     		NONE I SCHOLARSHIP 1,000
    LOGAN J VANLAANEN
    2278 ELVIRA WAY
    WAUKESHA,WI53186     		NONE I SCHOLARSHIP 1,000
    NATHAN W ROELSE
    14530 CENTER ROAD
    WAUKESHA,WI53186     		NONE I SCHOLARSHIP 1,000
    RYAN M THEIN
    613 S FREMONT ST
    PRAIRIE DUCHIEN,WI53821     		NONE I SCHOLARSHIP 1,000
    ANNA M RIGGLEMAN
    229 RIGGLEMAN DRIVE
    MOOREFIELD,WV26836     		NONE I SCHOLARSHIP 1,500
    KAITLYN MARTINEZ
    515 FM 1237
    CLARKSBURG,WV263012230     		NONE I SCHOLARSHIP 1,000
    ZACHARY E SNYDER
    234 ROSES RUN RD
    CHARLESTON,WV253620037     		NONE I SCHOLARSHIP 1,000
    ZACHARY WROBLEWSKI
    PO BOX 1417
    CEREDO,WV255700226     		NONE I SCHOLARSHIP 1,000
    BRIANNA G HAMMOND
    3036 CO RT 28
    POTSDAM,NY13676     		NONE I SCHOLARSHIP 750
    LAILA MARTINEZ
    4433 W DEMING PL
    PARK RIDGE,IL60068     		NONE I SCHOLARSHIP 2,000
    Total .................................bullet 3a 279,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 24  
    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 24 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    24
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    KAISER PERMANENTE
     
    75 N FAIR OAKS AVENUE 4TH FLOOR
     
    PASADENA, CA91103

    		$ 6,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    FIRST NATIONAL BANK OF OMAHA
     
    1620 DODGE STREET
     
    OMAHA, NE68197

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    AGIA
     
    1155 EUGENIA PLACE
     
    CARPINTERIA, CA93013

    		$ 22,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 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 33,098 0   33,098