2025-11-09T08:42:49-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-01-01 016241467 UNITED ASSOCIATION SCHOLARSHIP TRUST UNIT 4102692000 THREE PARK PLACE ANNAPOLIS MD 21401 DERRICK KUALAPAI TRUSTEE 4102692000 2025-11-09 1 1 MICHAEL E WARSHAW CPA P01236267 2023319880 2025-11-09 X 2024 2025-03-06 01:10:19Z PATRICK KELLETT THREE PARK PLACE ANNAPOLIS MD 21401 86082 0 X UA.ORG X 2005 MD THE UA SCHOLARSHIP TRUST WAS ESTABLISHED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES OF AWARDING SCHOLARSHIPS TO DEPENDENTS OF UA MEMBERS 5 2 0 0 0 0 1406677 78654 0 0 0 0 12267 7428 1418944 86082 177500 297000 0 0 0 0 0 0 0 255912 5435 433412 302435 985532 -216353 1755694 1539341 0 0 1755694 1539341 THE UA SCHOLARSHIP TRUST WAS ESTABLISHED FOR THE CHARITABLE AND EDUCATIONAL PURPOSES OF AWARDING SCHOLARSHIPS TO DEPENDENTS OF UA MEMBERS. 0 0 297000 297000 SCHOLARSHIPS TO THE DEPENDENTS OF UA MEMBERS 297000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X TRUST 4102692000 THREE PARK PLACE ANNAPOLIS MD 21401 MARK MCMANUS TRUSTEE 1.00 40.00 X 0 507460 154691 MICHAEL PLEASANT TRUSTEE 1.00 40.00 X 0 447409 138350 BART MCCARTIN TRUSTEE 1.00 X 0 0 0 DERRICK KUALAPAI TRUSTEE 1.00 40.00 X 0 423696 132766 ROBERT BECK TRUSTEE 1.00 X 0 0 0 0 1378565 425807 0 0 1 0 0 78654 78654 ROYALTIES FROM AFFINIT 900099 7428 7428 7428 86082 7428 0 0 274000 274000 23000 23000 MISCELLANEOUS EXPENSES 5435 5435 302435 297000 5435 0 1751385 1539341 4309 1755694 1539341 0 0 X 1755694 1539341 1755694 1539341 1755694 1539341 -216353 0 X X 0 1 X 1 0 X 7640 480674 56921 1406677 78654 2030566 7640 480674 56921 1406677 78654 2030566 90103 1940463 17153 8637 24091 12267 7428 69576 2100142 0.92400 0.94260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 86082 0 86082 0 86082 302435 0 302435 0 302435 PART X, LINE 2: THE TRUST FOLLOWS AUTHORITATIVE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPENS WITH THE U.S. FEDERAL JURISDICTION AND VARIOUS STATES WHERE A RETURN IS FILED. 0 NORTH AMERICA 1 25 GRANTS ISSUED TO DEPENDENTS OF CANADIAN MEMBERS GRANTS FOR HIGHER EDUCATION 31250 1 25 0 0 1 25 31250 0 31250 SCHOLARSHIP AWARDS NORTH AMERICA 14 31250 CHECK 0 0 0 0 0 0 PART I, LINE 2: IN ORDER FOR A GRANT (SCHOLARSHIP) AWARD INSTALLMENT TO BE DISPERSED, A CERTIFICATION OF ENROLLMENT FROM THE STUDENT'S EDUCATIONAL INSTITUTION IS REQUIRED. 1 2024 SPRING SEMESTER 11 27500 CASH 2023-2024 SCHOLARSHP 25 39500 CASH 2023-2024 FALL 89 198750 CASH PART I, LINE 2: IN ORDER FOR A GRANT (SCHOLARSHIP) AWARD INSTALLMENT TO BE DISBURSED, A CERTIFICATION OF ENROLLMENT FROM THE STUDENT'S EDUCATION INSTITUTION IS REQUIRED. 0 0 0 0 0 0 0 0 0 MARK MCMANUS TRUSTEE 0 507460 0 0 0 0 0 115261 0 39430 0 662151 0 0 MICHAEL PLEASANT TRUSTEE 0 447409 0 0 0 0 0 98920 0 39430 0 585759 0 0 DERRICK KUALAPAI TRUSTEE 0 423696 0 0 0 0 0 93336 0 39430 0 556462 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TRUST DOES REVIEW THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE TRUSTEES MUST SIGN A STATEMENT THAT THEY ARE ADHERING TO THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 IRS FORM 990 AND 1023 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION WOULD BE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. UNITED ASSOCIATION THREE PARK PLACE ANNAPOLIS MD 21401 530159020 LABOR UNION MD 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0