2026-05-14T12:51:20-05:00 2025-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990PF 2025-01-01 521538775 SMACNA COLLEGE OF FELLOWS SMAC 7039954030 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 JASON WATSON ADMINISTRATOR 7039954030 2026-05-13 1 REGINA ROBERTS P01258854 5853811000 2026-05-13 2025 2025-03-06 01:10:19Z X 2380565 X 91779 60138 60138 66499 141044 66499 106327 0 324743 126637 0 0 0 6186 6186 0 2105 646 0 145255 0 145255 153546 6832 145255 137500 137500 291046 6832 282755 33697 119805 1935 -16049 -16049 8299 11063 11063 9375 9375 9375 1764741 1851555 2376176 1784350 1855944 2380565 2000 32188 72312 34188 72312 X 0 0 0 0 1750162 1783632 1750162 1783632 1784350 1855944 1750162 33697 0 1783859 227 1783632 ADVANCED MICRO DEVICES P 2024-08-02 2025-01-03 956 1048 -92 -92 ALPHABET INC CL C P 2024-08-02 2025-06-23 4579 4661 -82 -82 AMAZON COM INC P 2024-08-02 2025-06-23 2292 1825 467 467 AMAZON COM INC P 2024-08-02 2025-09-19 967 691 276 276 APPLE INC P 2025-12-22 1342 1125 217 217 ASML HOLDING NV NY REG NEW P 2025-09-11 3870 3929 -59 -59 ASML HOLDING NV NY REG NEW P 2024-08-02 2025-09-11 1004 1024 -20 -20 ATLASSIAN CORPORATION CL A P 2024-08-02 2025-01-03 942 557 385 385 BILL HOLDINGS INC P 2025-03-06 708 751 -43 -43 BROADCOM INC P 2025-09-15 2025-10-13 958 979 -21 -21 CONSTELLATION ENERGY CORP P 2024-08-02 2025-09-11 742 396 346 346 DOLLAR GEN CORP NEW COM P 2024-08-02 2025-01-03 766 1243 -477 -477 ELEVANCE HEALTH INC P 2024-08-02 2025-09-11 689 1166 -477 -477 ELI LILY & CO P 2024-10-22 2025-08-13 208 288 -80 -80 ELI LILY & CO P 2024-08-02 2025-08-13 1214 1473 -259 -259 GOLDMAN SACHS GRP INC P 2024-08-02 2025-08-18 1644 1077 567 567 HUMANA INC P 2025-02-28 1044 1258 -214 -214 INTUIT INC P 2024-08-02 2025-09-15 1398 1348 50 50 ISHARES CORE S&P SMALL CAP E P 2025-11-21 13789 8926 4863 4863 ISHARES RUSSELL 1000 GRW ETF P 2015-11-18 2025-11-21 39603 8710 30893 30893 ISHARES S&P MIDCAP 400 INDEX P 2025-11-21 8900 4336 4564 4564 JOHN HANCOCK DISPLND VAL INST P 2025-10-02 5000 3444 1556 1556 META PLATFORMS INC CL A P 2025-11-18 4426 3792 634 634 META PLATFORMS INC CL A P 2024-08-02 2025-11-18 1042 868 174 174 MONDGODB INC CL A P 2025-01-03 931 944 -13 -13 MORGAN STANLEY #3506- CAPITAL GAIN DISTRIBUTION P 15523 15523 15523 NETFLIX INC P 2024-08-02 2025-11-17 91 50 41 41 NVIDIA CORPORATION P 2025-12-22 2523 2067 456 456 S&P GLOBAL INC P 2024-08-02 2025-10-10 1198 1192 6 6 SCHLUMBERGER LTD P 2024-08-02 2025-09-19 395 520 -125 -125 SCHLUMBERGER LTD P 2024-11-18 2025-09-19 402 510 -108 -108 VANGUARD INTL EQUITY INDEX FD P 2015-11-18 2025-11-21 20946 13293 7653 7653 ZOETIS INC CL A P 2024-08-02 2025-01-03 952 1054 -102 -102 66499 1665 0 1665 0 1665 800 0 0 0 800 0 865 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 WWW.SMACNA.ORG NADINE WITCHEL 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 JAMES STROTHER JR 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 CHAIRMAN 0.50 0 0 0 ANGIE SIMON 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 TREASURER 0.50 0 0 0 NATHAN DILLS 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 VICE CHAIRMAN 0.50 0 0 0 NONE 0 NONE 0 0 2243955 6615 0 2250570 0 0 2250570 33759 2216811 110841 110841 1665 1665 109176 0 109176 0 109176 282755 0 282755 109176 0 0 51010 40455 53971 46309 113035 304780 282755 0 0 0 109176 173579 0 0 478359 0 0 0 0 0 0 51010 427349 40455 53971 46309 113035 173579 JASON WATSON SMACNA COLLEGE OF FELL PO BOX 221230 CHANTILLY NY 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. ADDISON KLAUS UNIVERSITY OF MISSOURI - ST LOUIS 1 UNIVERSITY BLVD ST LOUIS MO 63121 NONE I SCHOLARSHIP 4000 ALEXANDER HENDERSON WASHINGTON STATE UNIVERSITY 370 LIGHTY STUDENT SERVICES BLDG PULLMAN WA 99164 NONE I SCHOLARSHIP 4000 ALEXANDRA ORGAN UNIVERSITY OF TENNESSE - KNOXVILLE 14 OLD CHAPEL RD KNOXVILLE TN 37916 NONE I SCHOLARSHIP 4000 ALEXIS WALZ BULTER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE I SCHOLARSHIP 3000 ALLISON SMITH VIRGINIA TECH 800 DRILLFIELD DRIVE BLACKSBURG VA 24061 NONE I SCHOLARSHIP 4000 ALLISON VAN SICKLE BAYLOR UNIVERSITY1311 S 5TH ST WACO TX 76706 NONE I SCHOLARSHIP 4000 COLIN WELSCH OREGON STATE UNIVERSITY 1500 SW JEFFERSON ST CORVALLIS OR 97333 NONE I SCHOLARSHIP 4000 COLTON MILLER UNIVERSITY OF MISSOURI - COLUMBIA 1 GRAND AVE COLUMBIA MO 63087 NONE I SCHOLARSHIP 4000 COLTON WHITE SE MISSOURI STATE UNIVERSITY 85 S PROSPECT ST CAPE GIRARDEAU MO 63701 NONE I SCHOLARSHIP 4000 CORINNE ATWELL THE UNIVERSITY OF VERMONT 140 COMMONWEALTH AVENUE BURLINGTON VT 05405 NONE I SCHOLARSHIP 4000 DANIEL HEUER THE GEORGE WASHINGTON UNIVERSITY 1100 ROCKHURST ROAD WASHINGTON DC 20052 NONE I SCHOLARSHIP 4000 ELYSE WINGERTSAHN WEST VIRGINIA UNIVERSITY 1500 UNIVERSITY AVE MORGANTOWN WV 26506 NONE I SCHOLARSHIP 2000 EMMA KELLY UNIVERSITY OF CHICAGO 1502 CUMBERLAND AVENUE CHICAGO IL 60637 NONE I SCHOLARSHIP 4000 GAVIN BROWNLIE III BOSTON COLLEGE 800 21ST STREET NW CHESTNUT HILL MA 02467 NONE I SCHOLARSHIP 2000 GRACE HEANEY TEXAS CHRISTIAN UNIVERSITY 2800 S UNIVERSITY DR FORT WORTH TX 76129 NONE I SCHOLARSHIP 3000 GRANT HULL UNIVERSITY OF SOUTHERN INDIANA 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 NONE I SCHOLARSHIP 3000 JACOB CHARBONNEAU UNIVERSITY OF THE FRASER VALLEY 33844 KING ROAD ABBOTSFORD BC CA V2S 7M8 NONE I SCHOLARSHIP 2000 JESSICA MALEC LOYOLA UNIVERSITY MARYLAND 4501 N CHARLES ST BALTIMORE MD 21210 NONE I SCHOLARSHIP 3000 KENZIE MARKS UNIVERSITY OF NEVADA - RENO 230 JESSE HALL RENO NV 89557 NONE I SCHOLARSHIP 3000 KYLIE SCOTT ILLINOIS STATE UNIVERSITY 1021 MAIN CAMPUS DR NORMAL IL 61761 NONE I SCHOLARSHIP 3000 LIAM STECHER MISSOURI UNIVERSITY OF SCIENCE AND TECHNOLOGY 500 TIM BRADLEY WAY ROLLA MO 65409 NONE I SCHOLARSHIP 2000 LISA CLUTCHEY UNIVERSITY OF THE FRASER VALLEY 33844 KING ROAD ABBOTSFORD BC CA V2S 7M8 NONE I SCHOLARSHIP 2000 LOGAN GRIFFIN UNIVERSITY OF GEORGIA 100 GREEN ST ATHENS GA 30602 NONE I SCHOLARSHIP 4000 MADELINE TEREK SAMFORD UNIVERSITY 1972 CLARK AVE HOMEWOOD AL 35229 NONE I SCHOLARSHIP 4000 MADISON DECK SOUTHERN ILLINOIS UNIVERSITY - EDWARDSVILLE 1 HAIRPIN DRIVE EDWARDSVILLE IL 62026 NONE I SCHOLARSHIP 4000 MARIA COSTA VIRGINIA TECH 800 DRILLFIELD DRIVE BLACKSBURG VA 24061 NONE I SCHOLARSHIP 4000 MEGAN JENGUIN TEXAS AM UNIVERSITY 400 BIZZELL ST COLLEGE STATION TX 77843 NONE I SCHOLARSHIP 2000 NASIR SAMUELS AZUSA PACIFIC UNIVERSITY 901 E ALOSTA AVE AZUSA CA 91702 NONE I SCHOLARSHIP 4000 NICHOLAS STROTHER VIRGINIA TECH 800 DRILLFIELD DRIVE BLACKSBURG VA 24061 NONE I SCHOLARSHIP 2000 NICOLE DONATO UNIVERSITY OF FLORIDA PO BOX 103175 GAINESVILLE FL 32610 NONE I SCHOLARSHIP 2000 NOAH BINCZEWSKI SAINT JOSEPHS UNIVERSITY 5600 CITY AVE PHILADELPHIA PA 19131 NONE I SCHOLARSHIP 5000 OWEN FETT OKLAHOMA STATE UNIVERSITY 304 WHITEHURST HALL STILLWATER OK 74078 NONE I SCHOLARSHIP 2000 RETURNED GRANT - JOSHUA KALAMAHA UN 1664 N VIRGINIA ST STOP 8357 GRAND FORKS ND 58202 NONE I SCHOLARSHIP -2000 RETURNED GRANT - LUCILLE MCQUEEN IN 420 UNIVERSITY BLVD INDIANAPOLIS IN 46202 NONE I SCHOLARSHIP -1500 RILEY BELL CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1900 W OLNEY AVE SAN LUIS OBISPO CA 93407 NONE I SCHOLARSHIP 4000 RUTH GOLDKAMP UNIVERSITY OF WISCONSIN - MADISON 500 LINCOLN DRIVE MADISON WI 53706 NONE I SCHOLARSHIP 4000 RYAN DANIELS MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DRIVE HOUGHTON MI 49931 NONE I SCHOLARSHIP 4000 SAGE RUSSELL CALIFORNIA POLYTECHNIC STATE UNIVERSITY 800 LAKESHORE DRIVE SAN LUIS OBISPO CA 93407 NONE I SCHOLARSHIP 4000 SAMUEL FETT UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 NONE I SCHOLARSHIP 2000 TAMIKA SAMUELS MIDDLEBURY COLLEGE 100 NORTH UNIVERSITY STREET MIDDLEBURY VT 05753 NONE I SCHOLARSHIP 4000 TIMOTHY VAN SICKLE CLEMSON UNIVERSITY 220 MADREN CENTER DRIVE SUITE 251 CLEMSON SC 29634 NONE I SCHOLARSHIP 4000 TKAYA SAMUELS UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PKWY LOS ANGELES CA 90089 NONE I SCHOLARSHIP 2000 TYLER GROSSMANN THE UNIVERSITY OF MISSISSIPPI 5801 S ELLIS AVE UNIVERSITY MS 38677 NONE I SCHOLARSHIP 4000 WILLIAM TEREK MERCER UNIVERSITY 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 NONE I SCHOLARSHIP 4000 137500 0 14 60138 18 66499 CONVENTION ACTIVITY 01 100330 MEETING REVENUE 01 5997 0 232964 0 232964 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 CONTRA 4201 LAFAYETTE CENTER DRIVE CHANTILLY VA 20151 23000 X 2 HERMANSON COMPANY 1221 2ND AVE KENT WA 98032 5000 X ISHARES CORE S&P SMALL CAP E (IJR) - 789SH FMV 66338 94822 ISHARES RUSSELL 1000 GRW ETF (IWF) - 476SH FMV 64767 225291 ISHARES RUSSELL 1000 VALUE ETF (IWD) - 963SH FMV 111377 202557 ISHARES S&P MIDCAP 400 INDEX (IJH) - 1692SH FMV 71205 111672 VANGUARD INTL EQUITY INDEX FD (VEU) - 3374SH FMV 164267 248191 JOHN HANCOCK DISPLAY VAL INST - (JVLIX) - 11576.537SH FMV 265504 286172 ALLSPRING CORE BOND I (MBFIX) - 61972.201SH FMV 663892 693469 CARILLON CHARTWELL SHDUR HI YL (CWFIX) - 14577.579SH FMV 134577 140382 LORD ABBETT SHT DURATION INC I (LLDYX) - 31225.077SH FMV 123293 121466 ALPHABET INC CL C (GOOG) - 62.267SH FMV 10420 19539 AMAZON COM INC (AMZN) - 74.315SH FMV 12338 17153 APPLE INC (AAPL) - 84.550SH FMV 18896 22986 CARVANA CO CL A (CVNA) - 25.388SH FMV 4634 10714 CHARLES SCHWAB NEW (SCHW) - 11.178SH FMV 710 1117 CHIPOTLE MEXICAN GRILL INC COM (CMG) - 48.090SH FMV 2535 1779 CHUBB LTD (CB) - 8.346SH FMV 2252 2605 COLGATE PALMOLIVE CO (CL) - 11.227SH FMV 1140 887 CONSTELLATION ENERGY CORP (CEG) - 4.257SH FMV 723 1504 DANAHER CORPORATION (DHR) - 8.247SH FMV 1971 1888 ELI LILLY & CO (LLY) - 6.353SH FMV 5054 6827 GE AEROSPACE NEW (GE) - 14.893SH FMV 3021 4587 GE VERNOVA INC (GEV) - 4.379SH FMV 845 2862 INTUITIVE SURGICAL INC (ISRG) - 6.671SH FMV 2996 3778 LINDE PLC (LIN) - 2.156SH FMV 966 919 MARSH & MCLENNAN COS INC (MMC) - 6.478SH FMV 1440 1202 MASTERCARD INC CL A (MA) - 10.736SH FMV 5012 6128 META PLATFORMS INC CL A (META) - 19.141SH FMV 9365 12635 MICROSOFT CORP (MSFT) - 65.120SH FMV 26621 31493 MONOLITHIC PWR SYSTEMS INC (MPWR) - 2.089SH FMV 1675 1893 MORGAN STANLEY (MS) - 7.000SH FMV 675 1243 NETFLIX INC (NFLX) - 53.340SH FMV 3805 5001 NVIDIA CORPORATION (NVDA) - 203.000SH FMV 21553 37860 OLD DOMINION FREIGHT LINE (ODFL) - 3.495SH FMV 682 548 ROPER TECHNOLOGIES INC (ROP) - 2.155SH FMV 1155 959 ROSS STORES INC (ROST) - 11.305SH FMV 1577 2036 SEA LIMITED ADR (SE) - 11.968SH FMV 730 1527 SERVICENOW INC (NOW) - 27.408SH FMV 4283 4199 SHERWIN WILLIAMS COMPANY OHIO (SHW) - 4.249SH FMV 1469 1377 SHOPIFY INC (SHOP) - 18.757SH FMV 1666 3019 STRYKER CORP (SYK) - 4.223SH FMV 1493 1484 SYNOPSYS INC (SNPS) - 4.238SH FMV 2067 1991 T-MOBILE US INC COM (TMUS) - 8.660SH FMV 1655 1758 TESLA INC (TSLA) - 15.459SH FMV 3302 6952 THERMO FISHER SCIENTIFIC (TMO) - 4.208SH FMV 2308 2438 UNITEDHEALTH GP INC (UNH) - 6.661SH FMV 3876 2199 VISA INC CL A (V) - 21.516SH FMV 5735 7546 BROADROOM INC (AVGO) - 35.168SH FMV 9248 12172 DOORDASH INC CL A (DASH) - 4.262SH FMV 1160 965 ORACLE CORP (ORCL) - 12.827SH FMV 4003 2500 TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) - 6.200SH FMV 1279 1884 CHANGE IN UNREALIZED GAIN ON INVESTMENTS 227 MEETING EXPENSE 4958 0 4958 MISCELLANEOUS EXPENSE 1955 0 1955 BANQUET COSTS 28998 0 28998 GOLF EVENT 103271 0 103271 PRIZES 3800 0 3800 ROOM RENTAL 136 0 136 PROMOTION & MARKETING 2137 0 2137 CONVENTION ACTIVITY 100330 100330 MEETING REVENUE 5997 5997 DUE TO SMACNA 32188 72312 INVESTMENT FEES 6186 6186 0 TAXES PAID 1459 0 0 FOREIGN TAXES PAID 646 646 0