IACOCCA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- IACOCCA FAMILY FOUNDATION (EIN 38-6071154)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202422839349100112
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T10:31:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386071154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IACOCCA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IACO | BusinessNameControlTxt |
| Phone | 6172677747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN I HENTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6172677747 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J KENNEY | PreparerPersonNm |
| PTIN | P00202198 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,636,031 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,889 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,889 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $878,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $878,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,679,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,274,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,679,688 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,566,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,566,167 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,403 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,032 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $184,371 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $96,385 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,711 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,674 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $45,421 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,054 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,026 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,056 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $306 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,302 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,351 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $40,051 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $51,219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,964 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,032 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,488 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,488 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98,513 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $576,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $467,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,086,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,349,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,663,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,817,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,903,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,503,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $395,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $395,398 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,266 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,602 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,266 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,266 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,486 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,062 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,062 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $48,192,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,206,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,206,622 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $130,313 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,274 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $16,070 | LandBOYAmt |
| Land EOY | $9,039 | LandEOYAmt |
| Land EOYFMV | $9,039 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,644 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,644 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,302,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,636,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,636,031 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,476 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,145 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,736,631 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,002,476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,742,776 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $46,300,462 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,893,255 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,300,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,893,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,302,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,636,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,300,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,903,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,689,784 | OtherIncreasesAmt |
| Subtotal | $51,893,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,893,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,599,880 | $4,594,488 | $2,005,392 | $2,005,392 |
| WASH SALES | P | $30,589 | $30,589 | $30,589 | |
| CAPITAL GAINS DIVIDENDS | P | $643,707 | $643,707 | $643,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,679,688 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,248 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,248 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $173 | EsPenaltyAmt |
| Overpayment | $3,371 | OverpaymentAmt |
| Applied To ES Tax | $3,371 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | IACOCCAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN I HENTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172677747 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRYN I HENTZ | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | PRESIDENT | 40.00 | $175,280 | $25,123 | $0 |
| LOUIS LATAIF | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KENNETH ANDERSON | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIA I ASSAD | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD BOUSA | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN GERACE | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DESMOND HEATHWOOD | ||||||||
| 867 BOYLSTON STREET 16TH FLOOR | BOSTON | MA | 021163416 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMMA COADY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS & PROGRAM MAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,769 | CompensationAmt |
| Employee Benefits | $10,655 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $51,247 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,590,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,001,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,001,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $750,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,251,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,462,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,462,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,704 | TotalTaxAmt |
| Distributable Before Adj | $2,413,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,413,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,413,862 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,817,743 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,817,743 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,413,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $469,969 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,817,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $469,969 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,347,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,066,088 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN I HENTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 867 BOYLSTON STREET 6TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172677747 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION AT WWW.IACOCCAFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY CONCERNED WITH DIABETES RESEARCH - RELATED ACTIVITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | ELLEN BRAATEN - LEARNING AND EMOTIONAL ASSESSMENT PROGRAM | $357,870 |
| HOAG HOSPITAL FOUNDATION | ||||||
| 330 PLACENTIA AVE 100 | NEWPORT BEACH | CA | 92663 | PC | RESTRICTED - NEUROSCIENCE & DIABETES UNITS | $500,000 |
| LEHIGH UNIVERSITY GLOBAL VILLAGE | ||||||
| 111 RESEARCH DRIVE/IACOCCA HALL | BETHLEHEM | PA | 18015 | PC | SCHOLARSHIPS FOR 5 ITALIAN VILLAGERS | $22,000 |
| LEHIGH UNIVERSITY GLOBAL VILLAGE | ||||||
| 111 RESEARCH DRIVE/IACOCCA HALL | BETHLEHEM | PA | 18015 | PC | SCHOLARSHIPS FOR 4 AFRICAN VILLAGERS | $45,000 |
| NATIVITY PREPARATORY SCHOOL | ||||||
| 66 SPRING ST | NEW BEDFORD | MA | 02740 | PC | UNRESTRICTED GRANT FOR NATIVITY PREPARATORY SCHOOL | $2,500 |
| UNIVERSITY OF CALIFORNIA - IRVINE | ||||||
| ROWLAND HALL | IRVINE | CA | 92697 | PC | UCI SCHOOL OF PHYSICAL SCIENCES | $5,000 |
| GLOBAL TEEN CHALLENGE | ||||||
| PO BOX 511 | COLOMBUS | GA | 31902 | PC | GLOBAL TEEN CHALLENGE | $5,000 |
| BOSTON UNIV - QUESTROM SCHOOL OF BUSINESS | ||||||
| 595 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | DEAN LOUIS E. LATAIF QUESTROM SCHOOL OF BUSINESS ALUMNI BOARD SCHOLARSHIP | $5,000 |
| ZOE INTERNATIONAL | ||||||
| 24270 WALNUT ST | NEWHALL | CA | 91321 | PC | GRANT FOR ZOE INTERNATIONAL- ACTION HOUSING PREVENTING HUMAN TRAFFICING | $2,500 |
| TEXAS CHRISTIAN UNIVERSITY | ||||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | PC | WOMEN'S VOLLEY BALL TEAM | $2,000 |
| VALPARIAISO UNIVERSITY | ||||||
| 1509 CHAPEL DR | VALPARAISO | IN | 46383 | PC | VALPARAISO UNIVERSITY'S FRATERNITY AND SORORITY LEADERSHIP FUND | $500 |
| NATIONAL STUTTERING ASSOCIATION | ||||||
| 3261 RICHMOND AVE 119 | STATEN ISLAND | NY | 10312 | PC | NATIONAL STUTTERING ASSOCIATION | $2,500 |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | PC | UNRESTRICTED GRANT FOR FIDELITY CHARITABLE GIFT FUND | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,349,870 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS GENERAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 NASHUA STREET SUITE 540 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ELLEN BRAATEN - LEARNING AND EMOTIONAL ASSESSMENT PROGRAM | GrantOrContributionPurposeTxt |
| Amt | $736,631 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $736,631 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,889 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $878,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,679,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,566,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,566,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,302 | Amt |
| Net Investment Income | $13,351 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,051 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE | 2008-10-01 | $16,599 | $16,599 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2008-11-01 | $1,330 | $1,330 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE | 2008-12-01 | $2,765 | $2,765 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| SHADES (7) | 2009-02-04 | $1,083 | $1,083 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| TECHMATIC CLUTCH SHADE WITH FASCIA | 2009-02-25 | $323 | $323 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| 13352-A | 2009-09-11 | $1,019 | $1,019 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FILE CABINETS | 2012-04-27 | $2,776 | $2,776 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FILE CABINETS | 2012-08-30 | $5,560 | $5,560 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| FURNITURE & FIXTURES | 2015-05-31 | $20,059 | $20,059 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| KATE - MAC COMPUTER & ACESSORIES | 2013-10-04 | $2,368 | $2,368 | 200DB | 3.000000000000 | $0 | $0 | $0 |
| SYSTEM SOLUTIONS | 2013-10-04 | $1,275 | $1,275 | 200DB | 3.000000000000 | $0 | $0 | $0 |
| APPLE COMPUTER | 2014-12-31 | $1,785 | $1,785 | 200DB | 3.000000000000 | $0 | $0 | $0 |
| GRAVOC, COMPUTER, NETWORK EQUIPMENT, SOFTWARE & SETUP | 2014-12-31 | $7,690 | $7,690 | 200DB | 3.000000000000 | $0 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2015-05-31 | $59,650 | $45,290 | 200DB | 10.000000000000 | $5,744 | $0 | $5,965 |
| APPLE COMPUTER | 2020-06-30 | $4,651 | $4,206 | 200DB | 3.000000000000 | $445 | $0 | $445 |
| APPLE COMPUTER | 2022-10-12 | $1,380 | $115 | 200DB | 3.000000000000 | $843 | $0 | $460 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNATIVE INVESTMENTS - KINETA, INC. | $27,875 | $27,875 |
| FIDELITY GROWTH DISCOVERY FUND | $4,495,911 | $4,495,911 |
| FIDELITY SMALL CAP GROWTH | $2,279,988 | $2,279,988 |
| FIDELITY SMALL CAP VALUE | $3,390,992 | $3,390,992 |
| VANGUARD EQUITY INCOME INVESTOR | $8,306,898 | $8,306,898 |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $5,350,470 | $5,350,470 |
| VANGUARD TOTAL STOCK MARKET INSTL | $13,704,004 | $13,704,004 |
| PRINCIPAL FINANCIAL GROUP | $21,162 | $21,162 |
| FIDELITY SHORT-TERM TREASUR BOND INDEX | $14,425,941 | $14,425,941 |
| PIMCO 1-5 YEAR U.S. TIPS INDEX | $1,203,381 | $1,203,381 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $16,599 | $16,599 | $0 |
| FURNITURE | $1,330 | $1,330 | $0 |
| FURNITURE | $2,765 | $2,765 | $0 |
| SHADES (7) | $1,083 | $1,083 | $0 |
| TECHMATIC CLUTCH SHADE WITH FASCIA | $323 | $323 | $0 |
| 13352-A | $1,019 | $1,019 | $0 |
| FILE CABINETS | $2,776 | $2,776 | $0 |
| FILE CABINETS | $5,560 | $5,560 | $0 |
| FURNITURE & FIXTURES | $20,059 | $20,059 | $0 |
| KATE - MAC COMPUTER & ACESSORIES | $2,368 | $2,368 | $0 |
| SYSTEM SOLUTIONS | $1,275 | $1,275 | $0 |
| APPLE COMPUTER | $1,785 | $1,785 | $0 |
| GRAVOC, COMPUTER, NETWORK EQUIPMENT, SOFTWARE & SETUP | $7,690 | $7,690 | $0 |
| LEASEHOLD IMPROVEMENTS | $59,650 | $51,034 | $8,616 |
| APPLE COMPUTER | $4,651 | $4,651 | $0 |
| APPLE COMPUTER | $1,380 | $958 | $422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,056 | LegalFeesAmt |
| Net Investment Income | $306 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $8,644 | EOYBookValueAmt |
| EOYFMV | $8,644 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $12,362 | $1,236 | $0 | $11,126 |
| TELEPHONE | $6,492 | $649 | $0 | $5,843 |
| POSTAGE, SHIPPING & DELIVERY | $1,642 | $164 | $0 | $1,594 |
| INSURANCE | $10,186 | $1,019 | $0 | $8,961 |
| OUTSIDE COMPUTER SERVICES | $6,528 | $653 | $0 | $5,943 |
| PAYROLL PROCESSING SERVICES | $3,809 | $381 | $0 | $3,428 |
| REPAIRS | $483 | $48 | $0 | $435 |
| FILING FEES | $925 | $65 | $0 | $860 |
| MEMBERSHIP DUES - ORGANIZATION | $7,795 | $780 | $0 | $7,083 |
| UTILITIES | $1,814 | $181 | $0 | $1,633 |
| BANK CHARGES AND INTEREST | $786 | $55 | $0 | $731 |
| RENT | $56,529 | $5,653 | $0 | $50,876 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED | Desc |
| Amt | $3,689,784 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $9,964 | $9,964 | $0 | $0 |
| EXCISE TAXES | $41,255 | $0 | $0 | $0 |