2026-07-01T09:48:18-05:00 2025-12-31 562397000 TARWATER PC PO BOX 11622 KNOXVILLE TN 37939 990 2025-01-01 591760049 SHEET METAL WORKERS UNION TRAINING FUND OF NORTH CAROLINA SHEE 8656892928 PO BOX 18740 KNOXVILLE TN 37928 MATTHEW MOORE COORDINATOR 8656892928 2026-06-23 1 JOE TARWATER CPA P00937104 8655840294 2026-06-23 2025 2025-03-06 01:10:19Z MATTHEW MOORE 868854 0 X N/A X 1970 TN TO TRAIN APPRENTICES IN SHEET METAL CRAFTMANSHIP 8 8 5 0 0 0 0 347500 691902 436021 8424 27215 5354 58118 705680 868854 0 0 0 0 70142 203304 0 0 0 100569 211921 170711 415225 534969 453629 1222757 1748377 7827 79818 1214930 1668559 TO TRAIN APPRENTICES IN SHEET METAL CRAFTMANSHIP 0 0 398825 494139 TRAINING APPRENTICES IN SHEET METAL CRAFTMANSHIP 398825 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LINDA SHARP 8656892928 PO BOX 18740 KNOXVILLE TN 37918 STEVE SMITH CHAIR 40.00 X 0 0 0 GINGER SLAICK TRUSTEE 2.00 X 0 0 0 RICHARD SMITH TRUSTEE 2.00 X 0 0 0 BILLY BLANK TRUSTEE 2.00 X 0 0 0 CHRISTIAN FULLER SECRETARY 40.00 X 0 0 0 STEVEN RUGER TRUSTEE 2.00 X 0 0 0 MATTHEW MOORE COORDINATOR 10.00 X X 120976 0 0 LINCOLN FRITTS TRUSTEE 2.00 X 0 0 0 TIMOTHY KRIEG TRUSTEE 2.00 X 0 0 0 120976 0 0 1 0 0 0 0 250000 97500 347500 CONTRACTOR PAYMENTS FO 230000 436021 436021 436021 27215 27215 8150 0 8150 8150 8150 SETTLEMENT PROCEEDS 230000 40480 40480 MISCELLANEOUS REVENUE 230000 9488 9488 49968 868854 494139 0 27215 120976 41323 28424 12581 6000 4538 9794 24198 6493 SUPPLIES 88626 FUEL ALLOWANCE 15120 ADMIN FEE 10400 REPAIRS 9577 37175 415225 490171 427863 533323 837712 6148 60552 26815 3086 5539 419713 107066 135625 312647 0 131653 1222757 1748377 76394 7827 3424 7827 79818 X 1214930 1668559 1214930 1668559 1222757 1748377 453629 0 X X 0 1 X 1 0 29800 29800 179353 66222 113131 168695 40379 128316 41865 465 41400 312647 CONSTRUCTION IN PROGRESS 131653 131653 PAYROLL TAX LIABILITY 3424 3424 X 868854 0 868854 0 868854 415225 0 415225 0 415225 PART X, LINE 2: THE FUND ACCOUNTS FOR UNCERTAIN TAX POSITIONS USING A TWO-STEP APPROACH. THE FIRST STEP IS TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE SECOND STEP IS TO MEASURE AND RECOGNIZE IN THE FINANCIAL STATEMENTS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON THE ULTIMATE SETTLEMENT. THE FUND HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRED SIGNIFICANT ADJUSTMENTS TO THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2025 AND 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TRUSTEES THAT ARE SELECTED BY OTHER TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE ELECTED BY OTHER TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B TRUSTEES APPROVE ALL DECISIONS FORM 990, PART VI, SECTION B, LINE 11B ALL TRUSTEES REVIEW FORM 990 AND ATTACHMENTS BEFORE BEING FILING. FORM 990, PART VI, SECTION B, LINE 12C BEFORE BECOMING A TRUSTEE, EACH CANDIDATE IS ASKED TO DISCLOSE ANY CONFLICT OF INTEREST HE MAY HAVE WITH THE TRAINING FUND. ALSO, ANY TIME THEREAFTER, THE INDIVIDUAL IS REMINDED OF THE IMPORTANCE OF SUCH DISCLOSURE WITH THE OPENNESS OF ANY TRAINEE OR TRUSTEE TO BRING ANY SUCH POTENTIAL CONFLICT TO ANY TRUSTEE'S ATTENTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION MUST BE APPROVED BY THE BAORD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. SHEET METAL WORKERS INTL LOCAL 5 PO BOX 18740 KNOXVILLE TN 37928 LABOR ORGANIZATION TN 501(C)(3) BOARDTRUSTEES 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHEET METAL WORKERS INTL LOCAL 5 C 250000 CASH