2024-05-02T10:53:03-05:00 2023-12-31 262890963 BSB PARTNERS CPAS AND BUSINESS ADVISORS 6700 BETA DRIVE SUITE 300 MAYFIELD VILLAGE OH 44143 990PF 2023-01-01 550870632 AUXILIARY OF UTU SCHOLARSHIP FUND AUXI 4067490279 70 TEN MILE ROAD ASHLAND MT 59003 BARBARA PURDON PRESIDENT 4067490279 2024-04-23 1 BARBARA PURDON 999009999 0 JOHN A BONFIGLIO CPA CVA P00615942 4404616227 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 1438215 X 50 X 3817 3817 37169 37169 4809 100248 4809 542 542 46387 46337 0 0 0 3450 863 2587 15523 3881 11642 2330 630 1700 7818 1954 5863 29121 7328 21792 54000 54000 83121 7328 75792 -36734 39009 91747 86661 86661 31694 31516 28307 362425 348117 862857 36512 26530 30675 439841 432661 429715 962219 925485 1438215 0 0 X 962219 925485 962219 925485 962219 925485 962219 -36734 0 925485 0 925485 LPL FINANCIAL COVERED TRANSACTIONS L/T P 2022-12-31 2023-05-03 95857 91020 4837 4837 UNITEDHEALTH P 2023-04-05 2023-04-28 0 0 LPL FINANCIAL COVERED TRANSACTIONS S/T P 2022-06-16 2023-02-06 4391 4419 -28 -28 4809 542 0 542 0 542 3051 0 0 0 3051 0 2509 2509 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 WWW.UTU.ORG/AUXILIARY/AUXILIARY_SCHOLARSHIP AUXILIARY OF THE UNITED 4192172069 5617 EDMONDS RD BELLEVUE OH 44811 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BARBARA PURDON 70 TEN MILE ROAD ASHLAND MT 59003 PRESIDENT 23.00 0 0 0 EDELMIRA TODD 5617 EDMONDS RD BELLEVUE OH 44811 TREASURER 5.00 0 0 0 BETTINNA MOOS 400 BROCKWAY EAST RD BROCKWAY MT 59214 SECRETARY 5.00 0 0 0 PATRICIA MACCAGNO 505-96 REGENCY PARK DRIVE HALIFAX NOVA SCOTIA CA B3S1S5 ASSIST. SECRETARY 2.00 0 0 0 PATRICIA SHACKLETTE 125 AMERICAN INN ROAD VILLA RIDGE MO 63089 ADVISORY COMMITTEE 2.00 0 0 0 CAROL MENGES 3617 SCHOTT ROAD JEFFERSON CITY MO 65101 ADVISORY COMMITTEE 2.00 0 0 0 PATRICIA ENGLAND 2153 N HIGHWAY 99 EMPORIA KS 66801 ADVISORY COMMITTEE 2.00 0 0 0 PAULA GRANT 31909 NORTH 123RD LANE PEORIA AZ 85383 ASSIST. TO THE PRESIDENT 0.50 0 0 0 MARILYN SPANGLER 1218 CORDOVA RD MAYFIELD HEIGHTS OH 44124 ADVISORY COMMITTEE 2.00 0 0 0 BECKY ALLGYRE 12503 E CR 6 ATTICA OH 44807 ADVISORY COMMITTEE 2.00 0 0 0 NONE 0 NONE 0 PROVIDE SCHOLARSHIP FUNDS TO FAMILY MEMBERS OF SMART TRANSPORTATION DIVISION AUXILIARY MEMBERS. 54000 0 1272981 102003 0 1374984 0 0 1374984 20625 1354359 67718 67718 542 542 67176 0 67176 0 67176 75792 0 75792 67176 0 0 722 4190 4912 75792 0 0 0 67176 8616 0 0 13528 0 0 0 0 0 0 0 13528 722 4190 8616 AUXILIARY UTU SCHOLARSHIP FUND CO B 70 TEN MILE ROAD ASHLAND MT 59003 4067490279 UTUSCHOLARSHIPSEC@GMAIL.COM THE APPLICATION WILL REQUEST THE FOLLOWING: THE UTU AUXILIARY MEMBER'S NAME, ADDRESS, E-MAIL ADDRESS, PHONE NUMBER AND LODGE NUMBER. THE RELATIONSHIP OF THE STUDENT APPLICANT TO THE MEMBER. THE APPLICANT STUDENT NAME, ADDRESS, E-MAIL ADDRESS, PHONE NUMBER AND DATE OF BIRTH. THE NAME OF THE COLLEGE THEY ARE ATTENDING. THEIR RANK IN COLLEGE (I.E. FRESHMAN, SOPOHOMORE, ETC.). SIGNATURES OF THE RELATED AUXILIARY MEMBER, THE STUDENT APPLICANT AND THE AUXILIARY MEMBER'S LODGE TREASURER. APPLICATIONS ARE ACCEPTED FROM 01/01 TO 03/31 AND PAID FOR THE FALL SEMESTER OF THAT SAME YEAR. SCHOLARSHIPS ARE AWARDED TO RELATIVES OF THE SMART TRANSPORTATION DIVISION AUXILIARY MEMBERS. THE APPLICANT MUST BE AT LEAST A HIGH SCHOOL SENIOR AND UNDER 25 YEARS OLD AT THE TIME OF APPLICATION. THE APPLICANT MUST BE ENROLLED FULL TIME IN AN ACCREDITED COLLEGE OR UNIVERSITY WITH AT LEAST A 2.0 GRADE POINT AVERAGE. ADAMS SYDNEY 208 21ST AVE NW GREAT FALL MT 59404 NONE INDIVIDUAL COLLEGE FUNDING 1200 BREIVOGELAARON 1096 W 900 SOUTH FT BRANCH IN 47648 NONE INDIVIDUAL COLLEGE FUNDING 1200 COLLINS DANIELLE 9245 W 158TH CT LOWELL IN 46356 NONE INDIVIDUAL COLLEGE FUNDING 1200 DEETER IAN 1171 PIONEER PASS NORWALK OH 44857 NONE INDIVIDUAL COLLEGE FUNDING 1200 DERNER FRANK IV 14150 CLAYBOURNE CT ST JACOBS IL 62281 NONE INDIVIDUAL COLLEGE FUNDING 1200 DULEY ALEXANDER 4050 MASON RIDGE DR ST CHARLES MO 63304 NONE INDIVIDUAL COLLEGE FUNDING 1200 DULEY MEGHAN 4050 MASON RIDGE DR ST CHARLES MO 63304 NONE INDIVIDUAL COLLEGE FUNDING 1200 EDWARDS AVERY 4807 OSPREY DR E LAFAYETTE IN 47909 NONE INDIVIDUAL COLLEGE FUNDING 1200 EDWARDS ZOE 4807 OSPREY DR E LAFAYETTE IN 47909 NONE INDIVIDUAL COLLEGE FUNDING 1200 EVANS OWEN 2105 WILLIS CIR SE HUNSTVILLE AL 35801 NONE INDIVIDUAL COLLEGE FUNDING 1200 FRITZ VICTORIA 170 KEYMAN RD BELLEVUE OH 44811 NONE INDIVIDUAL COLLEGE FUNDING 1200 GOATES KAYLEE 1401 LUKER RD BELTON TX 76513 NONE INDIVIDUAL COLLEGE FUNDING 1200 GOATES KYLIE 1401 LUKER RD BELTON TX 76513 NONE INDIVIDUAL COLLEGE FUNDING 1200 GOODE ALEXANDRA 102 BERRYCREEK DR HARVEST AL 35749 NONE INDIVIDUAL COLLEGE FUNDING 1200 GOSS ELIZABETH 400 RIDDLE AVE PIEDMONT AL 36272 NONE INDIVIDUAL COLLEGE FUNDING 1200 GRANT SAMANTHA 9093 SHADY ELM LN OLMSTED TWP OH 44138 NONE INDIVIDUAL COLLEGE FUNDING 1200 GRAY SYDNEE 1722 171ST ST MANNOND IN 46324 NONE INDIVIDUAL COLLEGE FUNDING 1200 HAUCK ARI 1295 CONRAD ST OSHKOSH WI 54904 NONE INDIVIDUAL COLLEGE FUNDING 1200 HORN JACKSON 6401 WOODSON DR MISSION KS 66202 NONE INDIVIDUAL COLLEGE FUNDING 1200 HORN MORGAN 6401 WOODSON DR MISSION KS 66202 NONE INDIVIDUAL COLLEGE FUNDING 1200 KOPCZYK JACOB 17912 6TH AVE TINLEY PARK IL 60477 NONE INDIVIDUAL COLLEGE FUNDING 1200 MARTIN CARLY 10508 SANTA ANITA TER DAMASCUS MD 20872 NONE INDIVIDUAL COLLEGE FUNDING 1200 MCKENZIE IAN 100 PISTIS ARNOLD MO 63010 NONE INDIVIDUAL COLLEGE FUNDING 1200 MENGES BETHANY 1610 NORTH LARK LANE WICHITA KS 67212 NONE INDIVIDUAL COLLEGE FUNDING 1200 MENGES HANNAH 973 COBBLESTONE DR WASHINGTON MO 63090 NONE INDIVIDUAL COLLEGE FUNDING 1200 MENGES JAMES 1610 NORTH LARK LANE WICHITA KS 67212 NONE INDIVIDUAL COLLEGE FUNDING 1200 MUETING BRENN 332 VAN BUREN ST OSAGE CITY KS 66522 NONE INDIVIDUAL COLLEGE FUNDING 1200 MUETING PEYTON 322 VAN BUREN ST OSAGE CITY KS 66522 NONE INDIVIDUAL COLLEGE FUNDING 1200 NODLAND KAILE 982 94TH AVE SW HALLIDAY ND 58636 NONE INDIVIDUAL COLLEGE FUNDING 1200 O'NEILL JAYME 16560 SNYDER RD CHAGRIN FALLS OH 44023 NONE INDIVIDUAL COLLEGE FUNDING 1200 O'NEILL MARY 16560 SNYDER RD CHAGRIN FALLS OH 44023 NONE INDIVIDUAL COLLEGE FUNDING 1200 ORONA AMY 1722 69TH AVE TINLEY PARK OH 60477 NONE INDIVIDUAL COLLEGE FUNDING 1200 PIERCE SAMUEL 14 BETH RD COLUMBIA FALL MT 59912 NONE INDIVIDUAL COLLEGE FUNDING 1200 REER DOUGLAS 5404 DININGER RD SHELBY OH 44875 NONE INDIVIDUAL COLLEGE FUNDING 1200 ROLFE JERRID 1536 S SAPPINGTON RD ST LOUIS MO 63126 NONE INDIVIDUAL COLLEGE FUNDING 1200 RUBAL STEPHANIE 6739 MCVEY BLVD COLUMBUS OH 43235 NONE INDIVIDUAL COLLEGE FUNDING 1200 SHERMAN DAWN 31892 CEDAR TRL WARRINGTON MO 63383 NONE INDIVIDUAL COLLEGE FUNDING 1200 SPANGLER KARLE 8735 TWP RD 513 SHREVE OH 44676 NONE INDIVIDUAL COLLEGE FUNDING 1200 SPANGLER YASMINE 8735 TWP RD 513 SHREVE OH 44676 NONE INDIVIDUAL COLLEGE FUNDING 1200 STEGMANN ASHLEIGH 12265 MURPHYSBORO RD CAMPBELL HILL IL 62916 NONE INDIVIDUAL COLLEGE FUNDING 1200 TODD DEBRA 5617 EDMONDS RD BELLEVUE OH 44811 NONE INDIVIDUAL COLLEGE FUNDING 1200 TROST MADELYN 5990 BRADFORD WAY HUDSON OH 44236 NONE INDIVIDUAL COLLEGE FUNDING 1200 TROYKEIDRICK SCOTT 1703 WHISPERING PINE CT MISSOURI CITY TX 77489 NONE INDIVIDUAL COLLEGE FUNDING 1200 WINSLOW NATHAN 1171 PIONEER PASS NORWALK OH 44857 NONE INDIVIDUAL COLLEGE FUNDING 1200 WINSLOW NICHOLAS 1171 PIONEER PASS NORWALK OH 44857 NONE INDIVIDUAL COLLEGE FUNDING 1200 54000 0 14 3817 14 37169 18 4809 BOND PREMIUM 6 14 NON-DIVIDEND DISTRIBUTIONS 205 14 DEFERRED INCOME 119 14 OTHER INVESTMENT INCOME 212 14 542 45795 0 46337 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3450 863 2587 LPL CORPORATE BONDS 26530 30675 LPL EQUITIES AND OPTIONS 348117 862857 31516 28307 0 0 LPL MUTUAL FUNDS AT COST 432661 429715 INSURANCE 1800 450 1350 TRAVEL 6018 1504 4513 BOND PREMIUM 6 NON-DIVIDEND DISTRIBUTIONS 205 DEFERRED INCOME 119 OTHER INVESTMENT INCOME 212 BOND PREMIUM 6 6 NON-DIVIDEND DISTRIBUTIONS 205 205 DEFERRED INCOME 119 119 OTHER INVESTMENT INCOME 212 212 FINANCIAL MANAGEMENT FEES 15498 3875 11623 FEES 25 6 19 FOREIGN TAX 130 130 0 OHIO NON-PROFIT REGISTRATION FEE 200 0 200 FEDERAL TAX 2000 500 1500