Union Plus Education Foundation
Union Plus Education Foundation is a private foundation based in Washington, DC. It provides scholarships to union members, their spouses, and their dependents to enable them to pursue education.
Key facts about Union Plus Education Foundation
In short: Union Plus Education Foundation gave $216K across 216 grants in 2024 (avg $998.611), top state California. Source: 2024 IRS Form 990-PF.
- EIN
- 38-3647522
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $215,700
- Grants made (2024)
- 216
- Average grant
- $999
- Median grant
- $1,000
- Total assets
- $121,067
- Primary geography
- California (19% of itemized 2024 grant dollars)
- How to apply
- Submit a complete application on the Union Plus website. Full details ↓
- Deadline
- A complete application must be received before noon on January 31 of the scholarship year.
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$121K
+32.2% YoY
Annual Giving
$216K
-0.0% YoY
Grant Count
216
+1.4% YoY
Avg Grant Size
$998.611
-1.4% YoY
Under IRS private-foundation payout rules, Union Plus Education Foundation reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
How Union Plus Education Foundation gives
- Giving fell 23% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The foundation states that it provides scholarships to current and retired members of unions participating in any Union Plus program, their spouses, and their dependent children. Its filing describes this as direct charitable activity; the available information does not identify grants to outside organizations.
Grantmaking
In 2024, the foundation made 216 scholarships totaling $215,700. Awards ranged from $500 to $4,000, with a median award of $1,000. Examples of the largest awards include $4,000 each to Amanda Barrett of Hyde Park, New York; Brady J Barrett of Camillus, New York; Isabella J Aguirre of Rockville, Maryland; Jacob G Mohring of East Stroudsburg, Pennsylvania; Jonathan Urbina of Cicero, Illinois; Luna S Romero of Albuquerque, New Mexico; Matthew N Schenek of Berea, Ohio; and Nathan D Franco of Reseda, California. Each was identified as a scholarship.
Review Cycle
A complete application must be received before noon on January 31 of the scholarship year.
Ready to take the next step with Union Plus Education Foundation?
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in multiple states. The largest listed shares were California (19%), New York (15%), Illinois (13%), New Jersey (6%), and Pennsylvania (4%).
Grant Distribution by State
Share of 2024 grant dollars across all 216 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $193K (2019) to $316K (2020). In 2024 it made 216 grants totaling $216K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1,091 grants across all recorded years
The most common grant size was under $50K: 1,091 grants of 1,091 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 50 individual scholarships Recipients not named | — | $97,750 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants | Grant count |
|---|---|---|
| 2024 | $215,700 | 216 |
| 2023 | $215,800 | 213 |
| 2022 | $264,250 | 223 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $121,067 | $91,597 | $70,779 |
| Revenue | $297,207 | $277,725 | $220,308 |
| Expenses | $261,395 | $263,249 | $292,889 |
| Qualifying Distributions | $261,395 | $262,868 | $292,889 |
| Net Investment Income | $436 | $278 | $58 |
| Distributable Amount | $4,032 | $3,050 | $4,976 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 29, 2025)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mitchell Stevens and Stephen Goldsmith as trustees.
Union Plus Education Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Mitchell Stevens
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Stephen Goldsmith
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Unionplusorgbenefitseducationunion-
Mailing address: 1100 First Street Ne, Washington, DC 20002
Phone: (202) 293-5330
Frequently asked questions about Union Plus Education Foundation
How much does Union Plus Education Foundation give each year?
Union Plus Education Foundation gave $216K across 216 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $216K across 213 grants.
What is Union Plus Education Foundation's typical grant size?
Union Plus Education Foundation's median grant in 2024 was $1,000, and its average grant was $999, across 216 grants on its 2024 IRS Form 990-PF.
Where does Union Plus Education Foundation give grants?
Union Plus Education Foundation's top state is California, with 19% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were New York (15%) and Illinois (13%).
Does Union Plus Education Foundation give general operating support?
Not in 2024: none of the 216 grants with a stated purpose on Union Plus Education Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (216 grants).
How large is Union Plus Education Foundation?
Union Plus Education Foundation reported $121K in total assets on its 2024 IRS Form 990-PF. It paid out $261K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What does Union Plus Education Foundation fund?
The foundation states that it provides scholarships to current and retired members of unions participating in any Union Plus program, their spouses, and their dependent children. See mission & focus areas ↑
How do I apply for a grant from Union Plus Education Foundation?
Submit a complete application on the Union Plus website. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Union Plus Education Foundation's EIN?
Union Plus Education Foundation's EIN (Employer Identification Number) is 38-3647522. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Union Plus Education Foundation by hand.
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