2023-05-10T12:20:42-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2022-01-01 521538775 SMACNA COLLEGE OF FELLOWS FOUNDATION SMAC 7038032980 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 JASON WATSON ADMINISTRATOR 7038032980 2023-05-09 1 JASON WATSON 999009999 1 LAUREN N WEST P01970042 2156433900 2023-05-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1744442 X 37975 35606 35606 27722 220423 27722 24851 0 126154 63328 0 0 0 15697 15697 0 2743 0 0 2122 0 0 20562 15697 0 151000 151000 171562 15697 151000 -45408 47631 74269 41121 41121 107482 53997 53997 15625 15625 1957852 1633699 1633699 2139603 1744442 1744442 2008 0 2008 X 0 0 0 0 2139603 1742434 2139603 1742434 2139603 1744442 2139603 -45408 3509 2097704 355270 1742434 PUBLICLY TRADED SECURITIES 195203 192701 2502 2502 CAPITAL GAINS DISTRIBUTIONS 25220 25220 25220 27722 662 0 662 0 662 0 0 0 0 0 X 31 693 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.SMACNA.ORG LEILA SADER 7039954030 PO BOX 221230 CHANTILLY VA 201531230 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 TOM DEMUSIS 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 CHAIRMAN (PARTIAL YEAR) 0.50 0 0 0 JIM CESAK 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 VICE CHAIR 0.50 0 0 0 JAMES STROTHER JR 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 TREASURER 0.50 0 0 0 BRUCE SYCHUK 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 CHAIRMAN (PARTIAL YEAR) 0.50 0 0 0 JASON WATSON 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 ADMINISTARTOR 0.50 0 0 0 NONE 0 NONE 0 0 1720369 191947 0 1912316 0 0 1912316 28685 1883631 94182 94182 662 662 93520 3509 97029 0 97029 151000 0 151000 97029 0 0 47382 29330 42956 51010 40455 211133 151000 0 0 0 97029 53971 0 0 265104 0 0 0 0 0 0 47382 217722 29330 42956 51010 40455 53971 JASON WATSON SMACNA COLLEGE OF FELL PO BOX 221230 CHANTILLY VA 20153 7038032980 SCHOLARSHIP APPLICATION APRIL 30TH, ANNUALLY 1. ACCREDITED 4 YEAR COLLEGE/UNIVERSITY; 2. CHILDREN OF OWNERS/EMPLOYEES OF SMACNA FIRMS, CHAPTERS OR NATIONAL OFFICE; 3. ANY FIELD OF STUDY MAY BE PURSUED, HOWEVER STUDIES RELATED TO SHEET METAL INDUSTRY IS DESIRABLE. NOAH BINCZEWSKI SAINT JOSEPHS UNIVERSITY PHILADELPHIA PA 19131 NONE I SCHOLARSHIP 5000 NOAH SCOTT INDIANA UNIVERSITY BLOOMINGTON FENTON MO 63026 NONE I SCHOLARSHIP 4000 COLTON WHITE SOUTHEAST MISSOURI STATE UNIVERSITY CAPE GIRARDEAU MO 63701 NONE I SCHOLARSHIP 4000 GABRIELLE HADLINGER UNIVERSITY OF UTAH SANTA CRUZ CA 95060 NONE I SCHOLARSHIP 4000 LUKE VAN SICKLE UNIVERSITY OF WASHINGTON SEATTLE WA 98195 NONE I SCHOLARSHIP 4000 ALEXANDRA ORGAN UNIVERSITY OF TENNESSEE KNOXVILLE KNOXVILLE TN 37996 NONE I SCHOLARSHIP 4000 ALISON BROWN PURDUE UNIVERSITY OREGON CITY OR 97045 NONE I SCHOLARSHIP 4000 WALTER GOLAY UNIVERSITY OF IOWA IOWA CITY IA 52242 NONE I SCHOLARSHIP 4000 LOGAN GRIFFIN UNIVERSITY OF GEORGIA ATHENS GA 30602 NONE I SCHOLARSHIP 4000 HUNTER ALTMAN UNIVERSITY OF FLORIDA GAINESVILLE FL 32611 NONE I SCHOLARSHIP 4000 EMMA KELLY UNIVERSITY OF CHICAGO MAPLE GROVE MN 55311 NONE I SCHOLARSHIP 4000 AVERY BERGER UNIVERSITY OF ARIZONA AURORA CO 55705 NONE I SCHOLARSHIP 4000 CALVIN COX UC REGENTS OAKLAND CA 94607 NONE I SCHOLARSHIP 4000 JACOB SMITH SHEET METAL WORKERS TRAINING CENTER SAN JOSE CA 95131 NONE I SCHOLARSHIP 4000 TYLER GROSSMANN THE UNIVERSITY OF MISSISSIPPI OXFORD MS 38677 NONE I SCHOLARSHIP 4000 MARISSA VAN SICKLE PURDUE UNIVERSITY BERKELEY HEIGHTS NJ 07069 NONE I SCHOLARSHIP 4000 MELANIE ROJAS NOVA SOUTHEASTERN UNIVERSITY FORT LAUDERDALE FL 33314 NONE I SCHOLARSHIP 4000 LUKE JENQUIN NORTH CAROLINA STATE UNIVERSITY CHARLOTTE NC 28105 NONE I SCHOLARSHIP 4000 SARAH SMITH NORTH CAROLINA STATE UNIVERSITY CHARLOTTE NC 28105 NONE I SCHOLARSHIP 4000 MADISON BLANTON MISSOURI BAPTIST UNIVERSITY CASEYVILLE IL 62232 NONE I SCHOLARSHIP 4000 TAMIKA SAMUELS MIDDLEBURY COLLEGE MIDDLEBURY VT 05753 NONE I SCHOLARSHIP 4000 KORRYN WINGERTSAHN WEST CHESTER UNIVERSITY BENTLEYVILLE PA 15314 NONE I SCHOLARSHIP 4000 AUTUMN WALTERS COLLEGE OF THE OZARKS VALLES MINES MO 63087 NONE I SCHOLARSHIP 4000 MAYA GARCIA CALIFORNIA STATE UNIVERSITY MONTEREY BAY FRESNO CA 93650 NONE I SCHOLARSHIP 4000 MICAH DEAN BRIGHAM YOUNG UNIVERSITY - IDAHO ELWOOD UT 84309 NONE I SCHOLARSHIP 4000 KAYLA KIENAST AZUSA PACIFIC UNIVERSITY MESA AZ 85201 NONE I SCHOLARSHIP 4000 CHARLES FETT OKLAHOMA STATE UNIVERSITY ARCADIA OK 73007 NONE I SCHOLARSHIP 4000 ALEXIX HADINGER OREGON STATE UNIVERSITY SANTA CRUZ CA 95060 NONE I SCHOLARSHIP 3000 HENRY CAREY BELMONT UNIVERSITY NASHVILLE TN 37212 NONE I SCHOLARSHIP 3000 MARISA TOWNS TEXAS CHRISTIAN UNIVERSITY PALATINE IL 60038 NONE I SCHOLARSHIP 3000 MACKENZY GROLL PHOENIX COLLEGE PEORIA AZ 85301 NONE I SCHOLARSHIP 3000 SAMANTHA GAMBERT CLEMSON UNIVERSITY CHARLESTON SC 29401 NONE I SCHOLARSHIP 3000 ISABELLA AVITABILE PENN STATE UNIVERSITY UNIVERSITY PARK PA 16802 NONE I SCHOLARSHIP 3000 SARA THOMAS ARIZONA STATE UNIVERSITY AURORA CO 55705 NONE I SCHOLARSHIP 3000 KYLIE SCOTT ILLINOIS STATE UNIVERSITY PROSPECT HEIGHTS IL 60004 NONE I SCHOLARSHIP 3000 BRIAN BERMUDEZ UNIVERSITY OF NOTRE DAME ALBUQUERQUE NM 87101 NONE I SCHOLARSHIP 2000 MADELINE KELLY UNIVERSITY OF CHICAGO MAPLE GROVE MN 55311 NONE I SCHOLARSHIP 2000 EVE GEMINAS UNIVERSITY OF CALIFORNIA SAN DIEGO SAN DIEGO CA 91945 NONE I SCHOLARSHIP 2000 COLTON NELSON TEXAS A AND M UNIVERSITY SOUTHLAKE TX 72096 NONE I SCHOLARSHIP 2000 GIAVANNA GAST LEHIGH UNIVERSITY ANKENY IA 50021 NONE I SCHOLARSHIP 2000 MATTHEW WILLIAMS DRAKE UNIVERSITY SCHAUMBURG IL 60007 NONE I SCHOLARSHIP 2000 HALEIGH STEPHENS CHATHAM UNIVERSITY PITTSBURGH PA 15232 NONE I SCHOLARSHIP 2000 GABRIEL CAMPOS CALVARY UNIVERSITY COLORADO SPRINGS CO 80831 NONE I SCHOLARSHIP 2000 MADISON BURTON CALIFORNIA UNIVERSITY CHICO CHICO CA 95929 NONE I SCHOLARSHIP 2000 151000 0 14 35606 18 27722 CONVENTION ACTIVITY 01 19265 MEETING REVENUE 01 5586 0 88179 0 88179 0 0 0 0 0 0 0 0 1 1c 15000 SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL ASSOCIATION (SMACNA) SMACNA PROVIDES FACILITIES AND EMPLOYEES WITH AN ESTIMATED VALUE OF $15,000 TO THE SMACNA COLLEGE OF FELLOWS AT NO COST TO THE SMACNA COLLEGE OF FELLOWS. SMACNA PAYS FOR COMMITTEE EXPENSES INCURRED ON BEHALF OF THE SMACNA COLLEGE OF FELLOWS FOUNDATION. 1 SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL ASSOCIATION (SMACNA) 501(C)6 A HISTORIC AND CONTINUING RELATIONSHIP EXISTS BETWEEN SMACNA AND THE SMACNA COLLEGE OF FELLOWS FOUNDATION. X X 1 SHEET METAL & AIR CONDITIONING CONTRACTORS NATIONAL ASSOCIAT 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 16000 X ISHARE CORE S&P SMALL CAP E (IJR) - 1,008SH FMV 95397 95397 ISHARE RUSSELL 1000 GRW ETF (IWF) - 669SH FMV 143327 143327 ISHARE RUSSELL 1000 VALUE ETF (IWD) - 1,071SH FMV 162417 162417 ISHARE S&P MIDCAP 400 INDEX (IJH) - 407SH FMV 98449 98449 VANGUARD INTL EQUITY INDEX FD (VEU) - 3,590SH FMV 180003 180003 BLACKROCK HI YIELD BD PTF INST (BHYIX) - 10,476.254SH FMV 69562 69562 JOHN HANCOCK DISPLAY VAL INST (JVLIX) - 10,734.035SH FMV 224234 224234 LORD ABBETT SHT DURATION INC F (LDLFX) - 37,715.485SH FMV 144450 144450 METROPOLITAIN WEST TOT RET BD I (MWTIX) - 41,513.252SH FMV 375280 375280 POLEN GROWTH INSTITUTIONAL (POLIX) - 4,615.244SH FMV 140580 140580 CHANGE IN UNREALIZED LOSS ON INVESTMENTS 355270 CONVENTION EXPENSE 2008 0 0 MISCELLANEOUS EXPNESE 114 0 0 CONVENTION ACTIVITY 19265 19265 MEETING REVENUE 5586 5586 PRIOR YEAR GRANT PAYMENT RETURNED IN CURRENT YEAR 3509 INVESTMENT FEES 15697 15697 0 TAXES PAID 2743 0 0