2026-05-08T15:15:33-05:00 2025-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2024-07-01 521581247 SHEET METAL WORKERS' INTERNATIONAL SCHOLARSHIP FUND SHEE 2026620858 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 JOHN DANIEL ADMINISTRATOR 2026620858 2026-04-09 1 1 JOSEPH M HERISHEN CPA P00361968 2023319880 2026-05-08 X 2024 2025-03-06 01:10:19Z JOHN DANIEL 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 832879 0 X N/A X 1988 DC TO PROVIDE SCHOLARSHIPS TO ITS MEMBERS OF THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS - SHEET METAL AND INDIVIDUALS WITHIN THEIR IMMEDIATE FAMILIES. 6 5 0 0 0 0 0 0 566918 580998 340679 236094 4446 15787 912043 832879 0 0 491605 894602 7757 7567 0 0 0 53135 74494 552497 976663 359546 -143784 5377844 5779756 1667112 1976354 3710732 3803402 TO PROVIDE SCHOLARSHIPS TO ITS MEMBERS OF THE INTERNATIONAL ASSOCIATION AND SHEET METAL INTERNATIONAL TO SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS AND INDIVIDUALS WITHIN THEIR IMMEDIATE FAMILIES. 0 0 902169 596785 TO PROVIDE SCHOLARSHIPS TO ITS MEMBERS OF THE INTERNATIONAL ASSOCIATION AND SHEET METAL INTERNATIONAL TO SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS AND INDIVIDUALS WITHIN THEIR IMMEDIATE FAMILIES. 902169 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHEET METAL WORKERS' INTERNATIONAL 2026620858 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 X MICHAEL COLEMAN CHAIRPERSON OF BOARD 2.00 X X 0 0 0 GEORGE WELSCH EMPLOYER TRUSTEE 2.00 X 0 0 0 ADAM PELLAR SECRETARY OF BOARD 2.00 X X 0 0 0 TRENT TODD UNION TRUSTEE 2.00 X 0 0 0 KURT MATTSON EMPLOYER TRUSTEE 2.00 X 0 0 0 LANCE DEYETTE UNION TRUSTEE 2.00 X 0 0 0 JOHN DANIEL PLAN ADMINISTRATOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 611710 580998 580998 580998 236094 236094 SCHOLARSHIP REFUNDS 611710 15787 15787 15787 832879 596785 0 236094 894602 894602 7567 7567 21833 21833 25445 25445 13623 13623 425 425 3488 3488 3915 3915 5765 5765 976663 902169 74494 0 389987 286740 48559 47695 2677 1029 4902378 5361377 34243 82915 5377844 5779756 18203 13658 1648909 1962696 1667112 1976354 X 0 0 0 0 3710732 3803402 3710732 3803402 5377844 5779756 -143784 236454 0 X X 0 1 X 1 0 X 0 0 0 0 0 509663 516242 539433 566918 580998 2713254 509663 516242 539433 566918 580998 2713254 0 0 0 2713254 436535 140615 187852 340679 236094 1341775 436535 140615 187852 340679 236094 1341775 9806 4627 370 4446 15787 35036 956004 661484 727655 912043 832879 4090065 0.66340 0.32810 X 0 X 1055710 236454 236454 819256 13623 13623 832879 963040 0 963040 13623 13623 976663 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE FUND'S ADMINISTRATOR TO DISTRIBUTE TO THE FUND'S BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES AS ADOPTED A CONFILCT POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS ANNUAL FINANCIAL DISCLOSURE STATEMENT FORM 5500 IS AVAILABLE FOR PUBLIC INSPECTION AT THE ERISA WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHEET METAL WORKERS NATIONAL PENSION FUND 601 N FAIRFAX STREET ALEXANDRIA VA 22314 526112463 PENSION FUND VA 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0