2025-05-28T13:57:22-05:00 2024-12-31 262890963 BSB PARTNERS CPAS AND BUSINESS ADVISORS 6060 PARKLAND BLVD SUITE 150 MAYFIELD HEIGHTS OH 44124 990PF 2024-01-01 550870632 AUXILIARY OF UTU SCHOLARSHIP FUND AUXI 4067490279 70 TEN MILE ROAD ASHLAND MT 59003 BARBARA PURDON PRESIDENT 4067490279 2025-05-15 1 0 JOHN A BONFIGLIO CPA CVA P00615942 4404616227 2024 2025-03-06 01:10:19Z X 1565227 X X 3714 3714 38029 38029 30452 149182 30452 262 262 72457 72457 0 0 0 3875 969 2906 16151 4039 12112 131 131 0 11581 2896 8686 31738 8035 23704 45000 45000 76738 8035 68704 -4281 64422 86661 70013 70013 31516 31332 26334 348053 298395 932376 26530 21493 25313 432725 499971 511191 925485 921204 1565227 0 0 X 925485 921204 925485 921204 925485 921204 925485 -4281 0 921204 0 921204 LPL FINANCIAL ACCT #2319 - S/T COVERED P 2023-12-31 2024-09-12 1568 1567 1 1 LPL FINANCIAL ACCT #2319 - L/T COVERED P 2023-04-20 2024-12-31 147614 117163 30451 30451 30452 895 0 895 0 895 2509 0 0 0 2509 0 1614 1614 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. 45000 0 1459024 74102 0 1533126 0 0 1533126 22997 1510129 75506 75506 895 895 74611 0 74611 0 74611 68704 0 68704 74611 0 0 722 4190 8616 13528 68704 0 0 0 68704 0 5907 5907 7621 0 0 0 0 0 0 0 7621 7621 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 1000 CORBIN DERECK A 3637 OTTER CREEK COVE COLLIERVILLE TN 38017 NONE INDIVIDUAL COLLEGE FUNDING 1000 DEETER IAN 1171 PIONEER PASS NORWALK OH 44857 NONE INDIVIDUAL COLLEGE FUNDING 1000 DERNER FRANK IV 14150 CLAYBOURNE CT ST JACOBS IL 62281 NONE INDIVIDUAL COLLEGE FUNDING 1000 DULEY MEGHAN 4050 MASON RIDGE DR ST CHARLES MO 63304 NONE INDIVIDUAL COLLEGE FUNDING 1000 EDWARDS AVERY E 4807 OSPREY DR E LAFAYETTE IN 47909 NONE INDIVIDUAL COLLEGE FUNDING 1000 EDWARDS ZOE J 4807 OSPREY DR E LAFAYETTE IN 47909 NONE INDIVIDUAL COLLEGE FUNDING 1000 EVANS OWEN 2105 WILLIS CIR SE HUNTSVILLE AL 35801 NONE INDIVIDUAL COLLEGE FUNDING 1000 FRITZ CADEN 179 HEYMAN RD BELLEVUE OH 44811 NONE INDIVIDUAL COLLEGE FUNDING 1000 FRITZ VICTORIA 170 KEYMAN RD BELLEVUE OH 44811 NONE INDIVIDUAL COLLEGE FUNDING 1000 GARDNER LAYLA N 5485 EDMONDS RD BELLEVUE OH 44811 NONE INDIVIDUAL COLLEGE FUNDING 1000 GOATES KYILE 1401 LUKER RD BELTON TX 76513 NONE INDIVIDUAL COLLEGE FUNDING 1000 GRANT SAMANTHA 9093 SHADY ELM LN OLMSTED TWP OH 44138 NONE INDIVIDUAL COLLEGE FUNDING 1000 GRAY SYDNEE A 1722 171ST ST MANNOND IN 46324 NONE INDIVIDUAL COLLEGE FUNDING 1000 HATTEN TAVYAH 1701 WHISPERING PINE CT MISSOURI CITY TX 77489 NONE INDIVIDUAL COLLEGE FUNDING 1000 HAUCK ARI 1295 CONRAD STREET OSHKOSH WI 54904 NONE INDIVIDUAL COLLEGE FUNDING 1000 HORN MORGAN 6401 WOODSON DR MISSION KS 66202 NONE INDIVIDUAL COLLEGE FUNDING 1000 KELLEY GRIFFIN 411 GAMBREL COURT FRANKLIN TN 37067 NONE INDIVIDUAL COLLEGE FUNDING 1000 LEONARD TAYLOR 5925 SW 58TH ST TOPEKA KS 66619 NONE INDIVIDUAL COLLEGE FUNDING 1000 LIDDLE JOSEPH W 2373 SUNBURST VIEW ST HENDERSON NV 89052 NONE INDIVIDUAL COLLEGE FUNDING 1000 MAGNUSON TATE 2629 BURL OAK CURVE HUDSON WI 54016 NONE INDIVIDUAL COLLEGE FUNDING 1000 MATECKI PORTER 5280 ARROW RIDGE PLACE IMPERIAL MO 63052 NONE INDIVIDUAL COLLEGE FUNDING 1000 MCKENZIE IAN 100 PISTIS ARNOLD MO 63010 NONE INDIVIDUAL COLLEGE FUNDING 1000 MENGES HAILEY 973 COBBLESTONE DR WASHINGTON MO 63090 NONE INDIVIDUAL COLLEGE FUNDING 1000 MENGES HANNAH 973 COBBLESTONE DR WASHINGTON MO 63090 NONE INDIVIDUAL COLLEGE FUNDING 1000 MENGES JAMES 1610 NORTH LARK LANE WICHITA KS 67212 NONE INDIVIDUAL COLLEGE FUNDING 1000 MUETING BRENN 332 VAN BUREN ST OSAGE CITY KS 66522 NONE INDIVIDUAL COLLEGE FUNDING 1000 NIX D ANDREW 605 SHERIDAN DRIVE CHAFFEE MO 63740 NONE INDIVIDUAL COLLEGE FUNDING 1000 NODLAND KAILE 982 94TH AVE SW HALLIDAY ND 58636 NONE INDIVIDUAL COLLEGE FUNDING 1000 ONEILL JAYME 16560 SNYDER RD BAINBRIDGE OH 44023 NONE INDIVIDUAL COLLEGE FUNDING 1000 REER DOUGLAS 5404 DININGER RD SHELBY OH 44875 NONE INDIVIDUAL COLLEGE FUNDING 1000 SCOTT TROYKEIDRICK 1703 WHISPERING PINE CT MISSOURI CITY TX 77489 NONE INDIVIDUAL COLLEGE FUNDING 1000 SHENNUM CHLOE 1444 LINCOLN AVE HAVRE MT 59501 NONE INDIVIDUAL COLLEGE FUNDING 1000 SHENNUM MYLEE 1444 LINCOLN AVE HAVRE MT 59501 NONE INDIVIDUAL COLLEGE FUNDING 1000 SHERMAN DAWN 31892 CEDAR TRL WARRINGTON MO 63383 NONE INDIVIDUAL COLLEGE FUNDING 1000 SPANGLER KAARLE 8735 TWP RD 513 SHREVE OH 44676 NONE INDIVIDUAL COLLEGE FUNDING 1000 SPANGLER YASMINE 8735 TWP RD 513 SHREVE OH 44676 NONE INDIVIDUAL COLLEGE FUNDING 1000 STEFFENS TAYLOR KATE 377 BROOKFIELD DR WASHINGTON MO 63090 NONE INDIVIDUAL COLLEGE FUNDING 1000 STEGMANN ASHLEIGH 12265 MURPHYSBORO RD CAMPBELL HILL IL 62916 NONE INDIVIDUAL COLLEGE FUNDING 1000 SWAIN KYLEE 73 FIRE TOWER RD HAFFEE MO 63740 NONE INDIVIDUAL COLLEGE FUNDING 1000 TODD DEBRA 5617 EDMONDS RD BELLEVUE OH 44811 NONE INDIVIDUAL COLLEGE FUNDING 1000 WESSEL LILLY 302 SOUTHBROOK DR CHAFEE MO 63740 NONE INDIVIDUAL COLLEGE FUNDING 1000 WEST MCKINSEY 1222 RD 210 EMPORIA KS 66801 NONE INDIVIDUAL COLLEGE FUNDING 1000 WINSLOW NATHAN 1171 PIONEER PASS NORWALK OH 44857 NONE INDIVIDUAL COLLEGE FUNDING 1000 WINSLOW NICHOLAS 1171 PIONEER PASS NORWALK OH 44857 NONE INDIVIDUAL COLLEGE FUNDING 1000 45000 0 14 3714 14 38029 18 30452 BOND PREMIUM 2 14 NON-DIVIDEND DISTRIBUTIONS 39 14 OTHER INVESTMENT INCOME 221 14 262 72195 0 72457 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 3875 969 2906 LPL CORPORATE BONDS 21493 25313 LPL EQUITIES AND OPTIONS 298395 932376 31332 26334 0 0 LPL MUTUAL FUNDS AT COST 418699 425035 LPL STRUCTURED PRODUCTS AT COST 81208 85798 RIGHTS AND WARRANTS AT COST 64 358 INSURANCE 4246 1062 3184 TRAVEL 7335 1834 5502 BOND PREMIUM 2 NON-DIVIDEND DISTRIBUTIONS 39 OTHER INVESTMENT INCOME 221 BOND PREMIUM 2 2 NON-DIVIDEND DISTRIBUTIONS 39 39 OTHER INVESTMENT INCOME 221 221 FINANCIAL MANAGEMENT FEES 16151 4039 12112 FOREIGN TAX 131 131 0