SACCOMANNO HIGHER EDUCATION FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SACCOMANNO HIGHER EDUCATION FOUNDATION (EIN 84-1164982)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-13
- IRS object ID
- 202433189349102568
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:29:17-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840795096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALBY WENDLAND & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 430 | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841164982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACCOMANNO HIGHER EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SACC | BusinessNameControlTxt |
| Phone | 9702455627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1150 | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LENNA WATSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9702455627 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRINA J HOYT CPA | PreparerPersonNm |
| PTIN | P00855363 | PTIN |
| Phone | 9702431921 | PhoneNum |
| Preparation | 2024-11-12 | 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 | $19,185,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,600 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $489,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $489,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,971,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $706,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $693,251 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $616 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $123 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $493 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,636 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,544 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,621 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,186 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,926 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,926 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $967,969 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $967,969 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,093,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,028,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$386,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $628,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $971,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $851,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $851,863 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $983,743 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $495,505 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $499,045 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,364,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,364,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,363,707 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,167,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,463,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,470,786 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,561,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,175,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,185,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,561,625 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,175,273 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,561,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,175,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,561,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,175,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,561,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$386,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,175,273 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,175,273 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,971,957 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,767,769 | CostOrOtherBasisAmt |
| Gain Or Loss | $204,188 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $204,188 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,188 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,948 | 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 | $7,948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $793 | TaxDueAmt |
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 | CO | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SACCOMANNOED.ORG | WebsiteAddressTxt |
| Individual With Books | ALPINE BANK WEALTH MANAGEMENT | IndividualWithBooksNm |
| Phone | 9702455627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH 5TH STREET | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81501 | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| LENNA WATSON | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TERRANCE FARINA | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| GENA COOPER | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | SECRETARY-TREASURER | 5.00 | $0 | $0 | $0 |
| LINDA SIEDOW | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRYAN JOHNSON | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICOLE DARROW | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAY SEATON | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAREN BLAND | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN MARSHALL | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DOUG MILLER PHD | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN HILL | ||||||||
| PO BOX 3788 | GRAND JUNCTION | CO | 81502 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $17,216,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,071,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,287,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,287,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $274,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,013,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $900,657 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $900,657 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,741 | TotalTaxAmt |
| Distributable Before Adj | $891,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $891,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $891,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,028,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,028,808 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $891,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $24,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,028,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $891,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,892 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $161,129 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $161,129 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $24,237 | ExcessFromYear1Amt |
| Excess From Current Year | $136,892 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SACCOMANNO HIGHER EDUCATION FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3788 | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 815023788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9702455627 | RecipientPhoneNum |
| Form And Info And Materials | SEE SACCOMANNOED.ORG FOR THE ONLINE APPLICATION AND REQUIRED ATTACHMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 FOR THE FOLLOWING SCHOOL YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS MUST BE RESIDENTS OF MESA COUNTY, CO OR CARBON COUNTY, UT AND MUST PROVE FINANCIAL NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAMS STATE UNIVERSITY | |||||||
| 208 EDGEMONT BLVD | ALAMOSA | CO | 81101 | NONE | GOV | EDUCATION | $15,000 |
| AURORA UNIVERSITY | |||||||
| 347 S GLADSTONE AVE | AURORA | IL | 60506 | NONE | GOV | EDUCATION | $8,500 |
| BAYLOR UNIVERSITY | |||||||
| 1311 S 5TH ST | WACO | TX | 76706 | NONE | PC | EDUCATION | $5,500 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PC | EDUCATION | $8,500 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| 212 HINCKLEY CENTER | PROVO | UT | 84602 | NONE | GOV | EDUCATION | $2,000 |
| CALIFORNIA BAPTIST UNIVERSITY | |||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | NONE | GOV | EDUCATION | $5,500 |
| COLLEGE OF SOUTHERN IDAHO | |||||||
| 315 FALLS AVE | TWIN FALLS | ID | 83301 | NONE | GOV | EDUCATION | $4,000 |
| COLORADO CHRISTIAN UNIVERSITY | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | NONE | PC | EDUCATION | $16,000 |
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NORTH AVENUE | GRAND JUNCTION | CO | 81501 | NONE | GOV | EDUCATION | $369,619 |
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NORTH AVENUE | GRAND JUNCTION | CO | 81501 | NONE | GOV | EDUCATION | $124,800 |
| COLORADO MOUNTAIN COLLEGE | |||||||
| 802 GRAND AVE | GLENWOOD SPRINGS | CO | 81601 | NONE | GOV | EDUCATION | $7,500 |
| COLORADO SCHOOL OF MINES | |||||||
| 1500 ILLINOIS ST | GOLDEN | CO | 80401 | NONE | GOV | EDUCATION | $26,000 |
| COLORADO STATE UNIVERSITY GLOBAL | |||||||
| 585 SALIDA WAY | AURORA | CO | 80011 | NONE | GOV | EDUCATION | $2,000 |
| COLORADO STATE UNIVERSITY | |||||||
| 1062 CAMPUS DELIVERY | FT COLLINS | CO | 805231062 | NONE | GOV | EDUCATION | $10,500 |
| DARTMOUTH COLLEGE | |||||||
| 5 ALLEN ST STE 250 | HANOVER | NH | 03755 | NONE | PC | EDUCATION | $8,500 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | GOV | EDUCATION | $3,000 |
| INTELLITEC COLLEGE | |||||||
| 772 HORIZON DR | GRAND JUNCTION | CO | 81506 | NONE | PC | EDUCATION | $44,500 |
| LAWRENCE UNIVERSITY | |||||||
| 711 E JOHN ST | APPLETON | WI | 54911 | NONE | GOV | EDUCATION | $4,000 |
| METROPOLITAN STATE UNIVERSITY OF DENVER | |||||||
| 890 AURARIA PKWY | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $5,500 |
| NATIONAL UNIVERSITY | |||||||
| 9388 LIGHTWAVE AVE | SAN DIEGO | CA | 92123 | NONE | GOV | EDUCATION | $3,750 |
| NORTHERN ARIZONA UNIVERSITY | |||||||
| 1899 S SAN FRANCISCO ST | FLAGSTAFF | AZ | 86011 | NONE | GOV | EDUCATION | $2,500 |
| OREGON STATE UNIVERSITY | |||||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | NONE | PC | EDUCATION | $2,000 |
| OZARK CHRISTIAN COLLEGE | |||||||
| 1111 N MAIN ST RD | JOPLIN | MO | 64801 | NONE | GOV | EDUCATION | $3,000 |
| PORTLAND STATE UNIVERSITY | |||||||
| 1825 SW BROADWAY | PORTLAND | OR | 97201 | NONE | GOV | EDUCATION | $4,000 |
| ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS | |||||||
| 1800 S NOVELL PL | PROVO | UT | 84606 | NONE | GOV | EDUCATION | $1,250 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $4,000 |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | NONE | GOV | EDUCATION | $27,300 |
| UNIVERSITY OF ARIZONA | |||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | NONE | GOV | EDUCATION | $5,000 |
| UNIVERSITY OF COLORADO - BOULDER | |||||||
| 3100 MARINE STREET | BOULDER | CO | 80303 | NONE | GOV | EDUCATION | $41,000 |
| UNIVERSITY OF COLORADO - COLORADO SPRINGS | |||||||
| 1420 AUSTIN BLUFFS PKWY | COLORADO SPRINGS | CO | 80918 | NONE | GOV | EDUCATION | $8,500 |
| UNIVERSITY OF COLORADO ANSHUTZ MEDICAL CAMPUS | |||||||
| 13001 E 17TH PL | AURORA | CO | 80045 | NONE | GOV | EDUCATION | $7,000 |
| UNIVERSITY OF COLORADO DENVER ANSHUTZ MEDICAL CAMPUS | |||||||
| 1380 LAWRENCE ST | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $5,500 |
| UNIVERSITY OF COLORADO DENVER | |||||||
| 1201 LARIMER STREET | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $4,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 352 MANSFIELD RD | STORRS | CT | 06269 | NONE | GOV | EDUCATION | $8,500 |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | EDUCATION | $2,500 |
| UNIVERSITY OF NORTHERN COLORADO | |||||||
| CAMPUS BOX 28 501 20TH ST | GREELEY | CO | 80639 | NONE | GOV | EDUCATION | $8,500 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 220 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PC | EDUCATION | $8,500 |
| UNIVERSITY OF ROCHESTER | |||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14642 | NONE | PC | EDUCATION | $8,500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3720 S FLOWER ST | LOS ANGELES | CA | 90089 | NONE | GOV | EDUCATION | $2,500 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | GOV | EDUCATION | $48,750 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | NONE | GOV | EDUCATION | $3,750 |
| UTAH STATE UNIVERSITY | |||||||
| OLD MAIN HILL | LOGAN | UT | 84322 | NONE | GOV | EDUCATION | $50,250 |
| UTAH TECH UNIVERSITY | |||||||
| 225 S UNIV AVE | ST GEORGE | UT | 84770 | NONE | PC | EDUCATION | $16,500 |
| UTAH VALLEY UNIVERSITY | |||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | NONE | GOV | EDUCATION | $5,000 |
| WESTERN COLORADO UNIVERSITY | |||||||
| 1 WESTERN WAY | GUNNISON | CO | 81231 | NONE | GOV | EDUCATION | $11,500 |
| WRIGHT STATE UNIVERSITY | |||||||
| 3640 COLONEL GLENN HWY | DAYTON | OH | 45435 | NONE | GOV | EDUCATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $967,969 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NORTH AVENUE | GRAND JUNCTION | CO | 81501 | NONE | GOV | SACCOMANNO INTERNSHIP PROGRAM IN BIOLOGICAL RESEARCH (SIPBR) FOR THE 2024/2025 SCHOOL YEAR. | $63,120 |
| SCHOLASHIPS AWARDED 20242025 SCHOOL YEAR | |||||||
| VARIOUS | GRAND JUNCTION | CO | 81501 | NONE | PC | EDUCATION | $962,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,025,370 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $693,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,251 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN COOPER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 W RIDGES BLVD | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DALBY, WENDLAND & COMPANY, P.C. | $6,905 | $1,381 | $5,524 |
| DAN VOGEL | $925 | $185 | $740 |
| BANK TAX REVIEW | $350 | $70 | $280 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | 2023-08-23 | $3,000 | EDUCATION | $3,000 |
| ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS | |||||||
| 1800 S NOVELL PL | PROVO | UT | 84606 | 2023-10-03 | $1,250 | EDUCATION | $1,250 |
| INTELLITEC COLLEGE | |||||||
| 772 HORIZON DR | GRAND JUNCTION | CO | 81506 | 2023-07-20 | $44,500 | EDUCATION | $44,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,364,672 | EOYBookValueAmt |
| EOYFMV | $5,363,707 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $495,505 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $499,045 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF-EQUITY | AT COST | $3,398,714 | $4,374,779 |
| ETF-FIXED INCOME | AT COST | $8,064,519 | $8,096,007 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOSKIN, FARINA & KAMPF P.C. | CategoryTxt |
| Legal Fees | $616 | LegalFeesAmt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $493 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APPLICATION PROCESSING SOFTWARE | $7,000 | $0 | $7,000 |
| POSTAGE & PO BOX RENT | $410 | $0 | $410 |
| INSURANCE | $2,984 | $0 | $2,984 |
| OFFICE EXPENSE | $861 | $0 | $861 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALPINE ASSET MANAGEMENT FEES | $82,071 | $57,450 | $24,621 |
| OTHER PROFESSIONAL FEES | $20,000 | $4,000 | $16,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,186 | Amt |
| Net Investment Income | $1,186 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |