2024-11-15T05:34:40-06:00 2023-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990PF 2023-01-01 521272278 SPECIALIZED CARRIERS & RIGGING FOUNDATION SPEC 7036980291 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 JOEL DANDREA CHIEF EXECUTIVE OFFICER 7036980291 2024-11-14 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 3016529100 2024-11-14 2023 2024-10-15 13:58:12Z X 2542322 X 92853 96099 96099 -90071 929934 0 98881 96099 81400 0 2320 12525 6263 3312 8929 0 8929 44 0 0 967 0 10984 0 10984 21123 1410 19659 135972 7673 45204 34590 34590 170562 7673 79794 -71681 88426 26220 57344 57344 2000 13000 2000 2000 2071 2795 2795 2180336 2480183 2480183 6961 6961 967 0 0 2222594 2542322 2542322 16920 4330 3500 148498 259371 168918 263701 X 1947972 2186717 105704 91904 2053676 2278621 2222594 2542322 2053676 -71681 296626 2278621 0 2278621 PUBLICLY TRADED SECURITIES 722243 798783 -76540 -76540 PUBLICLY TRADED SECURITIES 207691 221222 -13531 -13531 -90071 1229 0 1229 0 1229 1938 0 0 0 1938 0 709 709 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 WWW.SCR-FOUNDATION.ORG JACKIE ROSKOS 7036980291 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BRENT HUTTO 5870 TRINITY PARKWAY CENTREVILLE VA 20120 TREASURER 1.00 0 0 0 EDDY KITCHEN 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 GEOFFREY B DAVIS JR 5870 TRINITY PARKWAY CENTREVILLE VA 20120 IMMEDIATE PAST PRESIDENT 5.00 0 0 0 JACKIE ROSKOS 5870 TRINITY PARKWAY CENTREVILLE VA 20120 DIRECTOR, FOUNDATION 30.00 81400 0 0 JENNIFER GABEL 5870 TRINITY PARKWAY CENTREVILLE VA 20120 PRESIDENT 2.50 0 0 0 JIM SEVER 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 JOEL M DANDREA 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 5.00 0 0 0 JONELLE ANDERSON 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 KAREN WOOD 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 KATE LANDRY 5870 TRINITY PARKWAY CENTREVILLE VA 20120 VICE PRESIDENT 1.00 0 0 0 PAUL ANDERSON 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 PAULA VIAMING 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 SHELLY GAYRING 5870 TRINITY PARKWAY CENTREVILLE VA 20120 CHAIR 1.00 0 0 0 STEPHANIE BRAGG 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 ZACK PARNELL 5870 TRINITY PARKWAY CENTREVILLE VA 20120 CHAIR 1.00 0 0 0 TYLER HENLEY 5870 TRINITY PARKWAY CENTREVILLE VA 20120 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 2330259 20891 0 2351150 0 0 2351150 35267 2315883 115794 115794 1229 1229 114565 0 114565 0 114565 79794 0 79794 114565 0 0 25420 45880 71300 79794 0 0 0 79794 0 34771 34771 36529 0 0 0 0 0 0 0 36529 36529 JACKIE ROSKOS 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 7036980291 APPLICATIONS MUST BE SUBMITTED ONLINE TO THE FOUNDATION AND INCLUDE TWO LETTERS OF RECOMMENDATION AND TRANSCRIPTS. TENTATIVE: JANUARY 31 MUST BE SC&RA MEMBER COMPANY EMPLOYEE OR THEIR SPOUSE, CHILDREN, GRANDCHILDREN, OR STEP CHILDREN/GRANDCHILDREN. COURSE OF STUDY MUST LEAD TO A DEGREE IN A FIELD RELATED TO OWNER/OPERATOR TRANSPORTATION OR CRANE AND RIGGING INDUSTRY. BIANCA GARCIA 6034 PENDLETON DR CORPUS CHRISTI TX 78415 NONE I ACADEMIC SCHOLARSHIP 2000 BILCO WIRE ROPE SUPPLY CORP 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 NONE I ACADEMIC SCHOLARSHIP 790 CRANE MONSTER EMPLOYEES 7455 CULLEN BLVD HOUSTON TX 77051 NONE I ACADEMIC SCHOLARSHIP 2500 ELISE ROLSTON 1665 E 115TH ST 355B CLEVELAND OH 44106 NONE I ACADEMIC SCHOLARSHIP 1500 EUGENE BROWN 4191 BAY CIRCLE LEHI UT 84043 NONE I ACADEMIC SCHOLARSHIP 3500 JACOB SANDS 320 YONKERS ST RIO WI 53960 NONE I ACADEMIC SCHOLARSHIP 4500 JESSICA MURRAY 1009 PARKER RIDGE ROAD FRANKFORT KY 40601 NONE I ACADEMIC SCHOLARSHIP 2500 KIONDRIX SELLS 10623 SAGETREE DR HOUSTON TX 77089 NONE I ACADEMIC SCHOLARSHIP 1300 LR WILSON 773 ANNAPOLIS RD GAMBRILLS MD 21054 NONE I ACADEMIC SCHOLARSHIP 3000 MICHAEL THOMSPON 3029 BELLAIRE LANE OSHKOSH WI 54904 NONE I ACADEMIC SCHOLARSHIP 2500 NOAH EDWARDS 5870 TRINITY PARKWAY SUITE 200 CENTREVILLE VA 20120 NONE I ACADEMIC SCHOLARSHIP 3500 RAYMOND BODNAR 709 PILGRIM AVE LAWRENCEVILLE NJ 08648 NONE I ACADEMIC SCHOLARSHIP 2000 WILKERSON GRANT 14101 GIBBS ROAD BONNER SPRINGS KS 66012 NONE I ACADEMIC SCHOLARSHIP 5000 34590 0 14 96099 18 -90071 0 6028 0 6028 0 0 0 0 0 1 1 0 0 1b(4) 81400 SPECIALIZED CARRIERS & RIGGING ASSOCIATION DURING 2023, THE FOUNDATION REIMBURSED SPECIALIZED CARRIERS & RIGGING ASSOCIATION $68,200 FOR SHARING ONE EMPLOYEE AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. 1b(5) 259371 SPECIALIZED CARRIERS & RIGGING ASSOCIATION DURING 2023, THE FOUNDATION AS A DUE TO LOAN FROM CARRIERS & RIGGING ASSOCIATION TOTALLING $259,371. 1 SPECIALIZED CARRIERS & RIGGING ASSOCIATION 501(C)6 FOUNDATION FOR THE BENEFIT OF SPECIALIZED CARRIERS & RIGGING ASSOCIATION MEMBERS 1.) SCHOLARSHIPS AND GRANTS TO EMPLOYEES AND THEIR FAMILIES AND 2.) SPECIALIZED INDUSTRY RESEARCH PROJECTS. X X 1 MARILYNN BRAGG 600 VIA LIDO SOUD NEWPORT BEACH CA 92663 5000 X ACCOUNTING FEES 12525 6263 3312 GUGGENHEIM TOTAL RETURN BOND FUND INSTL CL N/L (GIBIX) FMV 351337 351337 PUTNAM LARGE CAP VALUE FUND CL Y N/L (PEIYX) FMV 773431 773431 PUTNAM CORE EQUITY FUND CL Y N/L (PMYYX) FMV 567942 567942 BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL CL N/L FMV 50797 50797 BLACKROCK EMERGING MARKET FUND INSTL FMV 23091 23091 BLACKROCK TOTAL RETURN FUND INSTL CL N/L (MAHQX) FMV 375831 375831 BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND INSTL CL N/L (BIICX) FMV 25306 25306 BLACKROCK STRATEGIC INCOME OPPORS PORT FD CL INSTL N/L (BSIIX) FMV 99808 99808 ISHARES TR CORE DIV GRWTH (DGRO) FMV 168823 168823 ISHARES TR INTL DIV GRWTH FMV 43817 43817 OFFICE SUPPLIES 653 0 653 POSTAGE & FAX 919 0 919 BANK FEES 1410 1410 0 TELEPHONE EXPENSES 150 0 150 ADVERTISING EXPENSE 14936 0 14936 RESEARCH FEES 1555 0 1555 DONATIONS AND CONTRIBUTIONS 1500 0 1446 UNREALIZED LOSS ON INVESTMENTS 296626 DUE TO AFFILIATE 148498 259371 COMPUTER & IT 7061 0 7061 LEGAL FEES 1868 0 1868 TAXES 44 0 0