Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$91,597J 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) 277,447
2 Check right arrow.............
3 Interest on savings and temporary cash investments 278 278  
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........ 277,725 278  
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).... Click to see attachment
List of Attached Documents:
// Content
47,068 0   47,068
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
List of Attached Documents:
// Content
381 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,449 0   47,068
25 Contributions, gifts, grants paid....... 215,800 215,800
26 Total expenses and disbursements. Add lines 24 and 25 263,249 0   262,868
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,476
b Net investment income (if negative, enter -0-) 278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 51,507 59,980 59,980
2 Savings and temporary cash investments......... 16,507 31,617 31,617
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   2,765    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,779 91,597 91,597
Liabilities 17 Accounts payable and accrued expenses..........   6,342
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 6,342
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 70,779 85,255
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)..... 70,779 85,255
30 Total liabilities and net assets/fund balances (see instructions). 70,779 91,597
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
70,779
2
Enter amount from Part I, line 27a .....................
2
14,476
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
85,255
5
Decreases not included in line 2 (itemize) right arrow
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
85,255
Form 990-PF (2023)
Form 990-PF (2023)
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
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 right arrow 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) 1 4
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 4
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 4
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 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.......right arrow 9 4
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDC
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (202) 293-5330

Located atright arrow1100 FIRST STREET NE 850WASHINGTONDC ZIP+4right arrow20002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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. 215,800
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
62,017
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
62,017
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
62,017
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
930
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
61,087
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,054
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
3,054
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,050
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,050
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
3,050
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
262,868
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
262,868
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,050
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 144,502
b From 2019...... 221,321
c From 2020...... 340,738
d From 2021...... 306,501
e From 2022...... 287,913
f Total of lines 3a through e ........ 1,300,975
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 262,868
a Applied to 2022, 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 2023 distributable amount..... 3,050
e Remaining amount distributed out of corpus 259,818
5 Excess distributions carryover applied to 2023. 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 1,560,793
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		144,502
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,416,291
10 Analysis of line 9:
a Excess from 2019.... 221,321
b Excess from 2020.... 340,738
c Excess from 2021.... 306,501
d Excess from 2022.... 287,913
e Excess from 2023.... 259,818
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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
AARON G MURILLO


9419 E ADRIANA WAY
VAIL,AZ85641 		NONE I SCHOLARSHIP 1,000
ABIGAIL BOLIN


4935 LEIST RD SW
AMANDA,OH43102 		NONE I SCHOLARSHIP 525
ABIGAIL E HECK


155 GRANT DRIVE
RIVERHEAD,NY11901 		NONE I SCHOLARSHIP 525
ABRIELLA B STOMMEL


4921 BEAR CREEK RD
LINCOLN,NE68516 		NONE I SCHOLARSHIP 500
ADAM D LUTHER


120 MCGILL RD
HARRISVILLE,PA16038 		NONE I SCHOLARSHIP 500
ADIN A WILLIAMS


11722 SE WILLIAM OTTY RD
HAPPY VALLEY,OR97086 		NONE I SCHOLARSHIP 500
ALANA WERNER


1602 20TH AVENUE APT 11
INTERNATIONAL FALLS,MN56649 		NONE I SCHOLARSHIP 3,000
ALEXANDER PROKOPIOU


422 MCCALL AVE
WEST ISLIP,NY11795 		NONE I SCHOLARSHIP 500
ALEXANDER WEAVER


2430 LYNCH AVE
GRANITE CITY,IL62040 		NONE I SCHOLARSHIP 500
ALLEN REJI


819 N 5TH STREET
NEW HYDE PARK,NY11040 		NONE I SCHOLARSHIP 1,000
ALLIE KOHL


13143 W STATE RTE 115
HERSCHER,IL60941 		NONE I SCHOLARSHIP 750
ALYSIA B FREEGARD


200 MEADOW WAY
WHEATLAND,CA95692 		NONE I SCHOLARSHIP 750
ALYSSA KANYO


81 N LITTLETOWN ROAD
GLADWIN,MI48624 		NONE I SCHOLARSHIP 500
AMELIA P GARDINER


7626 W 25TH STREET
RIVERSIDE,IL60546 		NONE I SCHOLARSHIP 525
AMINA R MALONE


2875 SANTA ROSA AVE
ALTADENA,CA91001 		NONE I SCHOLARSHIP 1,000
AMY J DOTY


10122 W PRAIRIE SCHOONER DR
FRANKFORT,IL60423 		NONE I SCHOLARSHIP 2,500
ANDRES S CHIRINO-SEGURA


4059 W 59TH PLACE
LOS ANGELES,CA90043 		NONE I SCHOLARSHIP 1,000
ANGEL M ZAROBINSKI


29632 CAMINO CRISTAL
MENIFEE,CA92584 		NONE I SCHOLARSHIP 750
ANGIE N MARTINEZ-HEFFNER


303 TAYLOR ST
VISTA,CA92084 		NONE I SCHOLARSHIP 2,500
AOIFE SMITH


1955 SW 5TH AVENUE APT 1627
PORTLAND,OR97201 		NONE I SCHOLARSHIP 2,500
ASHLEY M MATHEWS


52923 BURGESS DRIVE
CHESTERFIELD,MI48047 		NONE I SCHOLARSHIP 1,000
ASIA T TERRY


1100 SHEEP HOLLOW
SOUTH SHORE,KY41175 		NONE I SCHOLARSHIP 1,000
AUSTIN M RAE


10363 BLUE BALL RD
STEWARTSTOWN,PA17363 		NONE I SCHOLARSHIP 500
AUSTIN MALLEY


125 LAKE FOREST RD
VENETIA,PA15367 		NONE I SCHOLARSHIP 1,000
AVA P PAULSEN


28656 IRON VILLAGE DR
VALENCIA,CA91354 		NONE I SCHOLARSHIP 1,000
AVERY E TIMMERMAN


745 GERMAIN ST
SAINT PAUL,MN55106 		NONE I SCHOLARSHIP 500
BAYLOR G SAMPSON


1057 STATE ROUTE 534 SW
NEWTON FALLS,OH44444 		NONE I SCHOLARSHIP 500
BELEN L TRUJILLO


9933 EL CHORLITO DR
RANCHO CORDOVA,CA95670 		NONE I SCHOLARSHIP 1,000
BENJAMIN J COYLE


3920 W 85TH STREET
CHICAGO,IL60652 		NONE I SCHOLARSHIP 525
BIANCA J SOLANO


5820 FERN HILL LN
COLUMBUS,OH43232 		NONE I SCHOLARSHIP 1,000
BLAKE C MORRISON


1356 E WASHINGTON AVENUE
EL CAJON,CA92019 		NONE I SCHOLARSHIP 1,000
BREANNA M SCHLUETER


614 W JEFFERSON
WASHINGTON,IL61571 		NONE I SCHOLARSHIP 500
BREONA PIZZUTA


307 DENMAN ROAD
CRANFORD,NJ07016 		NONE I SCHOLARSHIP 1,000
BRIANA A ORTIZ


98-1565 HOOMAIKE ST
PEARL CITY,HI96782 		NONE I SCHOLARSHIP 500
BRODY MACIAS


5201 SUNDROP COURT
GODFREY,IL62035 		NONE I SCHOLARSHIP 1,000
BROOKLYN SIEDLECKI


7616 CHASE HALLOW ST
LAS VEGAS,NV89149 		NONE I SCHOLARSHIP 500
BRYANT KENNEDY


3757 EUPHORIA PL
CLOVIS,CA936198291 		NONE I SCHOLARSHIP 1,000
CALEB J KENCH


259 FROWEIN RD
CENTER MORICHES,NY11934 		NONE I SCHOLARSHIP 500
CALEB M SULLIVAN


12603 PURDEY CT
MAGNOLIA,TX77354 		NONE I SCHOLARSHIP 500
CARIS L MANN


1078 HANOVER STREET
HANOVER,MA02339 		NONE I SCHOLARSHIP 1,000
CARLI PLATT


35 SOUTHERN SLOPE DR
MILLBURN,NJ07041 		NONE I SCHOLARSHIP 500
CARMELLA A KARCIC


PO BOX 682
MOUNT SINAI,NY11776 		NONE I SCHOLARSHIP 500
CASON L RICE


145 S COMMERCIAL ST
BLYTHE,CA92225 		NONE I SCHOLARSHIP 750
CASSANDRA J RODGERS


BOX 303 32513 LASER DR
MARCELINE,MO64658 		NONE I SCHOLARSHIP 500
CASSIDY BUTLER


364 STRAIT VIEW DR
PORT ANGELES,WA98362 		NONE I SCHOLARSHIP 2,000
CAYDEN N HERNANDEZ


970 W YELLOWJACKET LANE APT 214
ROCKWALL,TX75087 		NONE I SCHOLARSHIP 525
CHARISSE L MILLER


2891 THORNBRIAR ROAD
ATLANTA,GA30340 		NONE I SCHOLARSHIP 1,000
CHERYL A POPE


10840 HERMES STREET
NORWALK,CA90650 		NONE I SCHOLARSHIP 1,000
CHESNI SIMPSON


345 E BURCH ST
WATAGA,IL61488 		NONE I SCHOLARSHIP 500
CHRISTOPHER BURCH


6854 APPLETON DRIVE
FAYETTEVILLE,PA17222 		NONE I SCHOLARSHIP 525
CHRISTOPHER KUBICKI


9999 SPENCER HWY APT 704
LA PORTE,TX77571 		NONE I SCHOLARSHIP 500
CHRISTOPHER R JODOIN


13 MATTHEW CIR
ROCHESTER,NY14624 		NONE I SCHOLARSHIP 500
CIARA G QUINN


58 MCCRACKEN RD
MILLBURY,MA01527 		NONE I SCHOLARSHIP 1,000
CIARA K HARTEMA


1405 S 2ND STREET
CLEAR LAKE,IA50428 		NONE I SCHOLARSHIP 750
CLARE C VERBERT


80 JOHN GEORGE RD
GRAHAMSVILLE,NY12740 		NONE I SCHOLARSHIP 1,000
CLAUDIA J ELLIOTT


2801 LONG RIDGE DR
JASPER,AL35504 		NONE I SCHOLARSHIP 525
CLIESHA HODO


171 FESTIVAL DRIVE
OCEANSIDE,CA92057 		NONE I SCHOLARSHIP 1,000
DANIEL DEIN


3 KEEWAYDIN CIRCLE
PORT JEFFERSON,NY11777 		NONE I SCHOLARSHIP 525
DANIELLE BYLOW-HEBNER


852 PEBBLE WAY
MANTECA,CA95336 		NONE I SCHOLARSHIP 500
DAVID TRAN


4748 MISTY RIDGE DR
FORT WORTH,TX76137 		NONE I SCHOLARSHIP 500
DEREK W THOMAS


2969 PALISADES DR
POLAND,OH44514 		NONE I SCHOLARSHIP 500
DIANNE ESCALONA


2566 E BART STREET
GILBERT,AZ85295 		NONE I SCHOLARSHIP 500
DREW HOWARD


111 HAVERHILL RD
TOPSFIELD,MA019831010 		NONE I SCHOLARSHIP 525
EBBA M NORDSTROM


3309 HARRIET AVE
MINNEAPOLIS,MN55408 		NONE I SCHOLARSHIP 500
EDUARDO EVARISTO


210 S CALLE SOLEDAD APT B
SANTA ANA,CA92704 		NONE I SCHOLARSHIP 4,000
ELIANA AMOH


529B GANEDAGO HALL
ITHACA,NY14853 		NONE I SCHOLARSHIP 525
ELISSA COLON PAN


924 55TH STREET
BROOKLYN,NY11219 		NONE I SCHOLARSHIP 2,000
ELIZABETH PAPPAS


66 OLD STONEFIELD WAY
PITTSFORD,NY14534 		NONE I SCHOLARSHIP 500
ELIZABETH STARKEY


34701 PORTAROSA STREET
WINCHESTER,CA92596 		NONE I SCHOLARSHIP 500
EMILY E RINNIER


169 DOLPHIN RD
MANAHAWKIN,NJ08050 		NONE I SCHOLARSHIP 500
EMILY M REPPY


12340 BRISBIN RD
YORKVILLE,IL60560 		NONE I SCHOLARSHIP 500
EMMA M FREDMAN


324 N JEFFERSON AVE
FULLERTON,CA92832 		NONE I SCHOLARSHIP 525
EMMA R SLATE


26688 WATERVIEW DRIVE
WARSAW,MO65355 		NONE I SCHOLARSHIP 4,000
EMMALINE VERRATTI


8557 SLAYTON SETTLEMENT RD
GASPORT,NY14067 		NONE I SCHOLARSHIP 500
EOIN J MCGILL


1144 LONE EAGLE RD
COATESVILLE,PA19320 		NONE I SCHOLARSHIP 1,000
ERANDI A GODOY NAVA


348 DOUGLAS ST
LOS ANGELES,CA90026 		NONE I SCHOLARSHIP 525
ERIN ANSBRO


614 COURT SIDE DR
SALISBURY,NC28147 		NONE I SCHOLARSHIP 1,250
ERIN WALLING


4087 ADDISON NEW CARLISLE RD
NEW CARLISLE,OH45344 		NONE I SCHOLARSHIP 500
ESTEBAN A MURILLO


1244 BATTLE CREEK RD
CHULA VISTA,CA91913 		NONE I SCHOLARSHIP 1,000
ESTHER LEE


2371 EAST 17TH STREET
BROOKLYN,NY11229 		NONE I SCHOLARSHIP 1,000
ESTHER SMITH


5320 KENZIE AUDREY CT
PERRY HALL,MD21128 		NONE I SCHOLARSHIP 2,000
ETHAN L PATTERSON


68 IDLEWOOD DRIVE
ORCHARD PARK,NY14127 		NONE I SCHOLARSHIP 1,000
ETHAN L VARGO-THOMAS


112 TAYLOR STREET
OAK HILL,WV25901 		NONE I SCHOLARSHIP 2,000
FAITH LACROIX


11101 SE 208TH STREET APT 2222
KENT,WA98031 		NONE I SCHOLARSHIP 500
FRANCISCA ALIVIA


9 ABERDEEN ROAD
HAWTHORN WOODS,IL60047 		NONE I SCHOLARSHIP 2,000
FRANCISCO ALCALA


16219 VIA ARRIBA APT 107
SAN LORENZO,CA945803077 		NONE I SCHOLARSHIP 525
FRENCHIE D BARNES


1126 JOHN STREET
ROCK HILL,SC29732 		NONE I SCHOLARSHIP 500
HAMEL HAILE


7042 BRADWOOD CT
SPRINGFIELD,VA22151 		NONE I SCHOLARSHIP 525
HAYDEN L WELLS


8028 SCIOTO DARBY RD
ORIENT,OH43146 		NONE I SCHOLARSHIP 500
HAZEL R BRAMBLE


4449 N WHIPPLE ST
CHICAGO,IL60625 		NONE I SCHOLARSHIP 525
ILA A KIPILMAN


4564 NE 82ND AVENUE
PORTLAND,OR97220 		NONE I SCHOLARSHIP 500
IRASEMA MCALLISTER


831 S WEBSTER AVE 22
ANAHEIM,CA92804 		NONE I SCHOLARSHIP 1,000
ISAAC A BYRD


1651 MONROE BEACH BEADLE LAKE
BATTLE CREEK,MI49014 		NONE I SCHOLARSHIP 2,000
ISABELLE N KOLLETH


630 GRIDLEY ST
AKRON,OH44306 		NONE I SCHOLARSHIP 500
ISELA GUILLEN


237 CASA BUENA LN
COALINGA,CA93210 		NONE I SCHOLARSHIP 3,000
JACOB D LEGGIERO


496 SPROUT BROOK RD
GARRISON,NY10524 		NONE I SCHOLARSHIP 500
JACOB G MOHRING


100 ESTATE DRIVE
EAST STROUDSBURG,PA18301 		NONE I SCHOLARSHIP 1,000
JACOB J LANGILLE


169 BARNEY ST
RUMFORD,RI02916 		NONE I SCHOLARSHIP 500
JACQUIN C BRITTON


5555 OLD BLUE ROCK RD APT 147
CINCINNATI,OH45247 		NONE I SCHOLARSHIP 1,000
JADE E GARDNER


187 REDDING ROAD
RONDA,NC28670 		NONE I SCHOLARSHIP 500
JAKE M RICHTER


381 FRANKLIN AVE
PRINCETON,NJ08540 		NONE I SCHOLARSHIP 500
JANAGAN RAMANATHAN


1248 CONNECTICUT AVENUE S
SARTELL,MN56377 		NONE I SCHOLARSHIP 4,000
JARED SCHULTZ


3193 EDMONSON AVE NE
BUFFALO,MN55313 		NONE I SCHOLARSHIP 500
JASMINE K PECK


3775 E DENTON AVE APT 96
ST FRANCIS,WI53235 		NONE I SCHOLARSHIP 500
JAYLA A TRAVIS


7114 EDGEWATER DRIVE
RIDGELAND,MS39157 		NONE I SCHOLARSHIP 4,000
JAYMI L STEELE


PO BOX 970671
COCONUT CREEK,FL33097 		NONE I SCHOLARSHIP 500
JEANNIE LOCKWOOD


PO BOX 3326
NEW YORK,NY10163 		NONE I SCHOLARSHIP 1,000
JEREMY GOMEZ


4491 VIA ARANDANA
CAMARILLO,CA93012 		NONE I SCHOLARSHIP 525
JEREMY PEPIN


1119 NE 15TH ROAD
KNOB NOSTER,MO65336 		NONE I SCHOLARSHIP 500
JERRY T HILL


17 ROBERTS DRIVE
BETHEL,CT06801 		NONE I SCHOLARSHIP 525
JOANNA A ESCALANTE


2221 DIAMOND AVE
BARSTOW,CA92311 		NONE I SCHOLARSHIP 4,000
JOANNA R BONNEY


34 E GREENWOOD
VILLAS,NJ08251 		NONE I SCHOLARSHIP 750
JORDAN MORGAN


23 PINEWOOD RD
LITCHFIELD,IL62056 		NONE I SCHOLARSHIP 500
JORDANNA TAKAKI


40 KAUNALOA STREET
HILO,HI96720 		NONE I SCHOLARSHIP 500
JOSEPH S HUNT


272 CEDARWOOD AVE
NIPOMO,CA934445021 		NONE I SCHOLARSHIP 525
JOSEPHINE E PARISH


13517 W EATON HWY
GRAND LEDGE,MI48837 		NONE I SCHOLARSHIP 500
JOSHUA L KLEIN


1738 W OLD 101 ROAD
LIBERTY,IN473539386 		NONE I SCHOLARSHIP 500
JOURNEY E ROSEBOROUGH


6417 PATH VALLEY RD
FORT LOUDON,PA17224 		NONE I SCHOLARSHIP 4,000
JOYZEL ACEVEDO


213 1/4 N RENO STREET
LOS ANGELES,CA90026 		NONE I SCHOLARSHIP 525
JULIANNA L WALLACE


1 MADELINE COURT
FARMINGDALE,NJ077273882 		NONE I SCHOLARSHIP 500
JUSTIS WALKER


8330 S MARQUETTE AVE
CHICAGO,IL60617 		NONE I SCHOLARSHIP 3,000
KAITLYNN E BALL


2045 FERN DRIVE
LOUISA,KY41230 		NONE I SCHOLARSHIP 500
KATELYN A HUNSBERGER


259 IRION DRIVE
MONTOURSVILLE,PA17754 		NONE I SCHOLARSHIP 525
KATHERINE AROSTEGUY


4357 MAHOGANY LANE
DAVIS,CA95618 		NONE I SCHOLARSHIP 525
KATHERINE BARROWS


2 M STREET NE APT 528
WASHINGTON,DC20002 		NONE I SCHOLARSHIP 2,000
KATHERINE HEYN


721 NE 94TH AVENUE
PORTLAND,OR97220 		NONE I SCHOLARSHIP 525
KAYLA M RIVERA


24101 PLANTATION LAKE CT
HEMPSTEAD,TX77445 		NONE I SCHOLARSHIP 3,000
KAYLEE B SAVELL


730 VANDERBILT ROAD
MOUNT JULIET,TN37122 		NONE I SCHOLARSHIP 1,000
KELSEY HEWITT


4839 ROLLING MEADOWS LN
SIGNAL MOUNTAIN,TN37377 		NONE I SCHOLARSHIP 525
KENYSHA J JOHNSON


100 HAAS RD
HUNTSVILLE,TX77320 		NONE I SCHOLARSHIP 500
KEVIN J FLINN


7917 NE 132ND STREET
VANCOUVER,WA98662 		NONE I SCHOLARSHIP 500
KIMBERLEIGH DEL VECCHIO


34277 HOMESTEAD RD
GURNEE,IL60031 		NONE I SCHOLARSHIP 525
KOLLIN J HARRIS


4625 BOLIVAR STREET
BEAUMONT,TX77707 		NONE I SCHOLARSHIP 525
KRYSTLE KLEIN


2929 WAVERLY DR APT 113
LOS ANGELES,CA90039 		NONE I SCHOLARSHIP 1,000
KYLE-LAMAR MORGAN


428 E 46TH STREET APT F4
BROOKLYN,NY11203 		NONE I SCHOLARSHIP 1,000
KYLIE M PLASCH


1815 GERMAINE DR
YUBA CITY,CA95993 		NONE I SCHOLARSHIP 500
LANIE C SPIVEY


9225 ODEUM DR
FORT WORTH,TX76244 		NONE I SCHOLARSHIP 500
LAURA A PAWLOWICZ


2162 CATALPA COURT
SAN BERNARDINO,CA92404 		NONE I SCHOLARSHIP 1,000
LEVI M PAXTON


1212 BIG FORK RD
ELKVIEW,WV25071 		NONE I SCHOLARSHIP 500
LILY G GRASSEL


1111 S 20TH STREET
ESCANABA,MI49829 		NONE I SCHOLARSHIP 525
LINDSAY GNEITING


2117 E PARTRIDGE LN
EAGLE MOUNTAIN,UT84005 		NONE I SCHOLARSHIP 500
LINKON B SNEDEKER


501 E MONROE AVENUE
CHRISMAN,IL61924 		NONE I SCHOLARSHIP 2,000
LOUIS ATTARD


34 COOKIE LANE
ISLIP TERRACE,NY11752 		NONE I SCHOLARSHIP 2,000
MADELINE R BAUMANN


9924 WOODBURN ROAD
SILVER SPRING,MD20901 		NONE I SCHOLARSHIP 2,000
MADISON A DESPRES


10675 COUNTY HIGHWAY 18 APT 2
SOUTH KORTRIGHT,NY13842 		NONE I SCHOLARSHIP 525
MADISON D WEESE


483 E BEND MOUNT LIBERTY RD
BELINGTON,WV26250 		NONE I SCHOLARSHIP 500
MADISON L JOHNSON


222 WINSLOW ST
KIMBOLTON,OH43749 		NONE I SCHOLARSHIP 1,000
MADISON L SORENSON


2400 OPAL DRIVE
ELY,NV89301 		NONE I SCHOLARSHIP 500
MADISON R WELLS


22410 CRISFIELD CT
KATY,TX77450 		NONE I SCHOLARSHIP 500
MADYSEN R MCVEY


2232 SW HAWK VIEW RD
LEES SUMMIT,MO64082 		NONE I SCHOLARSHIP 500
MAGDALENA M GAZDA


8519 NASHVILLE AVE
BURBANK,IL604592336 		NONE I SCHOLARSHIP 525
MAGDALYN F MCABEE


241 COUNTY ROAD 332
MOULTON,AL35650 		NONE I SCHOLARSHIP 500
MAGGIE O'BRIEN


16568 W 1000 N ROAD
REDDICK,IL60961 		NONE I SCHOLARSHIP 500
MAHIRAH MORSHED


3110 WATCH HILL AVE
MEDFORD,NY11763 		NONE I SCHOLARSHIP 500
MAKENNA MILAM


920 WOOD ST
FULTON,MO65251 		NONE I SCHOLARSHIP 500
MALIA L SCHNECK


4844 MANITOBA RD
COLUMBUS,OH43229 		NONE I SCHOLARSHIP 750
MARIANA AGUILERA LARA


45 OAKLAND AVE
WEST GROVE,PA19390 		NONE I SCHOLARSHIP 525
MARIANNA R LOMBARDI


8 VILLANOVA DR
MANALAPAN TOWNSHIP,NJ07726 		NONE I SCHOLARSHIP 4,000
MARY BALDWIN


4505 VENTON PLACE
LANHAM,MD20706 		NONE I SCHOLARSHIP 1,000
MARY E NAUGHTON


20 CONTINENTAL DR
WEST NYACK,NY10994 		NONE I SCHOLARSHIP 500
MASON C CROOK


24021 21ST AVENUE S
SEATTLE,WA98198 		NONE I SCHOLARSHIP 525
MATIAS A VERGARA


410 MEMORIAL DR
CAMBRIDGE,MA02139 		NONE I SCHOLARSHIP 500
MATT HOLUJ


205 LEXINGTON ST
DEKALB,IL601159508 		NONE I SCHOLARSHIP 1,000
MAYA ABOUNAJA


331 ACADEMY TERRACE APT 14
LINDEN,NJ07036 		NONE I SCHOLARSHIP 525
MEAZA L LIGHT-ORR


12817 ADMIRAL AVE
LOS ANGELES,CA90066 		NONE I SCHOLARSHIP 1,000
MEGAN A LINDER


604 E 8TH STREET
MORRIS,MN56267 		NONE I SCHOLARSHIP 500
MEGAN L BREWER


10473 DEVILLO DRIVE
WHITTIER,CA90604 		NONE I SCHOLARSHIP 2,000
MEGHAN KOSTKA


279 GOVERNORS HILL RD
OXFORD,CT06478 		NONE I SCHOLARSHIP 500
MELBOURNE TANG


2005 E 15TH STREET
BROOKLYN,NY11229 		NONE I SCHOLARSHIP 2,000
MELIH CEVIK


685 OAK TERRACE LN
NIPOMO,CA93444 		NONE I SCHOLARSHIP 525
MICHAEL A VIRGADAMO


4236 E MARSHALL AVE
GILBERT,AZ85297 		NONE I SCHOLARSHIP 750
MICHAEL BINNEY


1892 W DRY CREEK RD
LITTLETON,CO80120 		NONE I SCHOLARSHIP 525
MICHAEL J CUCINELLA


981 LITTLE NECK AVE
BELLMORE,NY11710 		NONE I SCHOLARSHIP 525
MICHAEL MANNS


2525 SW WINTERVIEW RIDGE
LEES SUMMIT,MO64081 		NONE I SCHOLARSHIP 1,000
MITZI A MARTINEZ


50 POTTERVILLE LN
PALM COAST,FL32164 		NONE I SCHOLARSHIP 500
MONICA CHICAS


160 PARADISE DRIVE APT 7
HERCULES,CA94547 		NONE I SCHOLARSHIP 525
MORGAN L MCANDREW


1210 1ST AVENUE
PLATTSMOUTH,NE68048 		NONE I SCHOLARSHIP 750
NICHOLAS JONES


210 CHRISTOPHER RD
FOREST HILL,MD21050 		NONE I SCHOLARSHIP 1,000
NICHOLAS S PIESEN


18675 WALNUT DRIVE
STRONGSVILLE,OH44149 		NONE I SCHOLARSHIP 500
NICHOLAS WEINERTH


102 NORTH F STREET
OXNARD,CA93030 		NONE I SCHOLARSHIP 1,000
NUHAMIN H HAILE


7042 BRADWOOD CT
SPRINGFIELD,VA22151 		NONE I SCHOLARSHIP 525
OLIVIA KNIGHT


6118 CHIDESTER DRIVE
CANFIELD,OH44406 		NONE I SCHOLARSHIP 1,000
PAIGE VRANKOVIC


4 WILLOW RIDGE CT
MATAWAN,NJ07747 		NONE I SCHOLARSHIP 500
PAYTON E BUCKI


4724 CARLETON ROCKWOOD RD
SOUTH ROCKWOOD,MI48179 		NONE I SCHOLARSHIP 4,000
PREOSHA M WALLER


521 N SUNNY LN
MONMOUTH,IL61462 		NONE I SCHOLARSHIP 2,000
RAYNA SMITH


81 LENOX AVE
IRVINGTON,NJ07111 		NONE I SCHOLARSHIP 2,000
RICARDO CORONA


6037 W RAYMOND ST
PHOENIX,AZ85043 		NONE I SCHOLARSHIP 525
ROSIE ROGERS


128 OLD CENTRAL RD
GREENVILLE,AL36037 		NONE I SCHOLARSHIP 750
ROY E SMITH


5 FISHKILL AVENUE
COLD SPRING,NY10516 		NONE I SCHOLARSHIP 500
ROYCE JACOBS


5 BIRCHWOOD DRIVE
MEDFORD,NJ08055 		NONE I SCHOLARSHIP 500
RYAN L BEACH


304 HARKER DRIVE
MC LOUTH,KS66054 		NONE I SCHOLARSHIP 2,000
RYAN L BENNETT


2140 WATER OAK DR
SLIDELL,LA70461 		NONE I SCHOLARSHIP 2,000
SADIE B LORD


109 SHORTHORN LANE
BASTROP,TX78602 		NONE I SCHOLARSHIP 1,000
SAMANTHA G MCELROY


14 HOUSTON AVE EXT
MIDDLETOWN,NY10940 		NONE I SCHOLARSHIP 1,000
SANAIYA GASKINS


444 BERGEN AVE 1-L
JERSEY CITY,NJ07305 		NONE I SCHOLARSHIP 2,000
SAVANNA Y FRANK


428 N FRONTAGE RD
PARK CITY,MT59063 		NONE I SCHOLARSHIP 500
SETH W BOWERS


108 DENTON DR
SAVOY,IL61874 		NONE I SCHOLARSHIP 500
SOFIA L GONZALEZ


5 WHITE OAK LN
QUAKER HILL,CT06375 		NONE I SCHOLARSHIP 525
STEPHEN M ESCOCHEA


6641 LA BIANCA
CORPUS CHRISTI,TX78414 		NONE I SCHOLARSHIP 525
STEVEN T HARRIS II


39860 SAINT HONORE DR
MURRIETA,CA92563 		NONE I SCHOLARSHIP 525
SYDNEY M BENSON


931 S WINDHAVEN CT
NEW PALESTINE,IN46163 		NONE I SCHOLARSHIP 525
TIMOTHY E AUGUST


397 HOLLY KNOLL DR
CHURCHVILLE,PA18966 		NONE I SCHOLARSHIP 4,000
TRAVIS R MCANALLY


1001 GREYSTONE RANCH
BERTRAM,TX78605 		NONE I SCHOLARSHIP 500
TREANNA COBB


2768 QUEENSBERRY DRIVE
HUNTINGTOWN,MD20639 		NONE I SCHOLARSHIP 1,000
TRINITY VANG


3295 HOWARD AVE
STEVENS POINT,WI54481 		NONE I SCHOLARSHIP 500
TROY J KARAVIAS


397 GRACE ST
HOLBROOK,NY117412907 		NONE I SCHOLARSHIP 500
VERONICA D KOWALEWSKI


1880 STATE ROUTE 80
TULLY,NY13159 		NONE I SCHOLARSHIP 500
VICTORIA M KOCH


47 ELLENSUE DRIVE
DEER PARK,NY11729 		NONE I SCHOLARSHIP 1,000
VINCENT PHAN


129 SMALLWOOD AVE
BELLEVILLE,NJ07109 		NONE I SCHOLARSHIP 2,000
YAMAN A INAMDAR


4320 SOLANO WAY
UNION CITY,CA94587 		NONE I SCHOLARSHIP 4,000
YEE T CHOR


316 WOODBOURNE AVE
BALTIMORE,MD21212 		NONE I SCHOLARSHIP 2,000
ZACHARY BYINGTON


919 N HARVEY AVE
OAK PARK,IL60302 		NONE I SCHOLARSHIP 4,000
ZOIE GAVEL


PO BOX 3182
PINEDALE,CA93650 		NONE I SCHOLARSHIP 525
Total .................................right arrow 3a 215,800
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 278  
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) .. 0 278 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
278
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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
CAPITAL ONE
 
15000 CAPITAL ONE DRIVE
 
RICHMOND, VA23238

$ 60,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
EDVANCE
 
9722 GROFF MILLS DRIVE SUITE 1047
 
OWINGS MILLS, MD21117

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
FNBO
 
1620 DODGE STREET
 
OMAHA, NE68197

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
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
5
UNION PRIVILEGE
 
1100 FIRST STREET NE SUITE 850
 
WASHINGTON, DC20002

$ 100,000


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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
BANK FEES 381 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
UNION PLUS EDUCATION FOUNDATION
EIN:
38-3647522
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
APPLICATION ADJUDICATION SERVICES 47,068 0   47,068