SACCOMANNO HIGHER EDUCATION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SACCOMANNO HIGHER EDUCATION FOUNDATION (EIN 84-1164982)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-03
- IRS object ID
- 202233079349101433
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- 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 | 2022-11-03T17:17:06-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | P O 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 | 2021-07-01 | 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 | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LENNA | PersonFirstNm |
| Person Last | WATSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SABRINA J HOYT CPA | PreparerPersonNm |
| PTIN | P00855363 | PTIN |
| Phone | 9702431921 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,273,600 | 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 | $5,975 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $260,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,192,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,847,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,192,770 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,459,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,453,450 | 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 | $66 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,542 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,168 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,233 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,763 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,470 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,748 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,112 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,112 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $875,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $875,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,008,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $919,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $450,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,390,133 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $207,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,464 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $802,496 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $999,654 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $993,688 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $855,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,113,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,170,894 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,553 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,485,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,541,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,787,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,525,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,976,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,273,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,525,372 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,976,094 | 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 | $14,525,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,976,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,525,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,976,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,525,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $450,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,976,094 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,976,094 | 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 | $5,061,094 | $4,501,069 | $560,025 | $560,025 |
| PUBLICLY TRADED SECURITIES | P | $524,363 | $153,555 | $370,808 | $370,808 |
| CAPITAL GAINS DIVIDENDS | P | $261,937 | $261,937 | $261,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,192,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,120 | 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 | $20,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $797 | OverpaymentAmt |
| Applied To ES Tax | $797 | 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 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
| GREG DART | ||||||||
| 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 | $19,292,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $204,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,497,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,497,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,205,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $960,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $960,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,323 | TotalTaxAmt |
| Distributable Before Adj | $940,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $940,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $940,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $919,637 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $919,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $940,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,457 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $13,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $919,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $919,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,457 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,457 | 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 | $7,843 | 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 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAMS STATE UNIVERSITY | |||||||||||
| 208 EDGEMONT BLVD | ALAMOSA | CO | 81101 | NONE | GOV | EDUCATION | $4,500 | ||||
| AURORA UNIVERSITY | |||||||||||
| 347 S GLADSTONE AVE | AURORA | IL | 60506 | NONE | PC | EDUCATION | $7,800 | ||||
| BERKLEE COLLEGE OF MUSIC | |||||||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PC | EDUCATION | $3,100 | ||||
| BOB JONES UNIVERSITY | |||||||||||
| 1700 WADE HAMPTON BLVD | GREENVILLE | SC | 29614 | NONE | PC | EDUCATION | $6,200 | ||||
| BRIGHAM YOUNG UNIV - IDAHO | |||||||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | NONE | PC | EDUCATION | $2,000 | ||||
| COLLEGE OF PHARMACY UNIVERSITY OF UTAH | |||||||||||
| 30 2000 E | SALT LAKE CITY | UT | 84112 | NONE | GOV | EDUCATION | $7,800 | ||||
| COLORADO CHRISTIAN UNIVERSITY | |||||||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | NONE | PC | EDUCATION | $21,000 | ||||
| COLORADO MESA UNIVERSITY | |||||||||||
| 1100 NORTH AVENUE | GRAND JUNCTION | CO | 81501 | NONE | GOV | EDUCATION | $385,680 | ||||
| COLORADO SCHOOL OF MINES | |||||||||||
| 1500 ILLINOIS ST | GOLDEN | CO | 80401 | NONE | GOV | EDUCATION | $11,800 | ||||
| COLORADO STATE UNIVERSITY | |||||||||||
| 1062 CAMPUS DELIVERY | FT COLLINS | CO | 805231062 | NONE | GOV | EDUCATION | $20,600 | ||||
| COLORADO STATE UNIVERSITY GLOBAL | |||||||||||
| 585 SALIDA WAY | AURORA | CO | 80011 | NONE | GOV | EDUCATION | $4,500 | ||||
| DARTMOUTH COLLEGE | |||||||||||
| 5 ALLEN ST STE 250 | HANOVER | NH | 03755 | NONE | PC | EDUCATION | $6,200 | ||||
| DIXIE STATE UNIVERSITY | |||||||||||
| 225 S 700 E | ST GEORGE | UT | 84770 | NONE | GOV | EDUCATION | $5,000 | ||||
| ECKERD COLLEGE | |||||||||||
| 4200 54TH AVE S | PETERSBURG | FL | 33711 | NONE | GOV | EDUCATION | $4,500 | ||||
| FAITH BAPTIST BIBLE COLLEGE & THEOLOGICAL SEMINARY | |||||||||||
| 1900 NW 4TH ST | ANKENY | IA | 50023 | NONE | PC | EDUCATION | $3,500 | ||||
| GRAND CANYON UNIVERSITY | |||||||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | PC | EDUCATION | $2,250 | ||||
| INTELLITEC COLLEGE | |||||||||||
| 772 HORIZON DR | GRAND JUNCTION | CO | 81506 | NONE | PC | EDUCATION | $41,600 | ||||
| JOYCE UNIVERSITY OF NURSING AND HEALTH SCIENCES (FKA AMERITECH COLLEGE) | |||||||||||
| 12257 BUSINESS PARK DR | DRAPER | UT | 84020 | NONE | PC | EDUCATION | $7,800 | ||||
| LIBERTY UNIVERSITY | |||||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | NONE | PC | EDUCATION | $4,500 | ||||
| METROPOLITAN STATE UNIVERSITY OF DENVER | |||||||||||
| 890 AURARIA PKWY | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $3,900 | ||||
| MIDLAND UNIVERSITY | |||||||||||
| 900 N CLARKSON ST | FREMONT | NE | 68025 | NONE | GOV | EDUCATION | $2,250 | ||||
| OHIO STATE UNIVERSITY OFFICE ON THE BURSAR | |||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | GOV | EDUCATION | $7,800 | ||||
| PACIFIC UNIVERSITY OREGON | |||||||||||
| 2043 COLLEGE WAY | FOREST GROVE | OR | 97116 | NONE | PC | EDUCATION | $7,800 | ||||
| SAINT MARTIN'S UNIVERSITY | |||||||||||
| 5000 ABBEY WAY SE | LACEY | WA | 98503 | NONE | PC | EDUCATION | $4,750 | ||||
| SAN JUAN COLLEGE | |||||||||||
| 4601 COLLEGE BLVD | FARMINGTON | NM | 87402 | NONE | PC | EDUCATION | $6,200 | ||||
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||||||
| 2500 N RIVER RD | MANCHESTER | NH | 03106 | NONE | PC | EDUCATION | $4,500 | ||||
| SOUTHERN UTAH UNIVERSITY | |||||||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | NONE | GOV | EDUCATION | $17,850 | ||||
| SOUTHWESTERN ADVENTIST UNIVERSITY | |||||||||||
| 4881 TAYLOR CIRCLE | COLLEGEDALE | TN | 37315 | NONE | PC | EDUCATION | $7,800 | ||||
| ST MARY'S HOSPITAL FOUNDATION | |||||||||||
| 2635 NORTH 7TH ST 1ST FL | GRAND JUNCTION | CO | 81502 | NONE | 501(C)(3) | EDUCATION | $25,000 | ||||
| UNIV OF CO DENVER ANSCHUTZ MED CAMPUS | |||||||||||
| 1380 LAWRENCE ST | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $2,500 | ||||
| UNIVERSITY OF ARIZONA | |||||||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85721 | NONE | GOV | EDUCATION | $5,500 | ||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||
| NONE | GOV | EDUCATION | $1,000 | 2329 WEST MALL | VANCOUVER | BC | CA | ||||
| UNIVERSITY OF COLORADO - BOULDER | |||||||||||
| 3100 MARINE STREET | BOULDER | CO | 80303 | NONE | GOV | EDUCATION | $44,250 | ||||
| UNIVERSITY OF COLORADO - COLORADO SPRINGS | |||||||||||
| 1420 AUSTIN BLUFFS PKWY | COLORADO SPRINGS | CO | 80918 | NONE | GOV | EDUCATION | $5,875 | ||||
| UNIVERSITY OF COLORADO ANSHUTZ MEDICAL CAMPUS | |||||||||||
| 13001 E 17TH PL | AURORA | CO | 80045 | NONE | GOV | EDUCATION | $10,300 | ||||
| UNIVERSITY OF DENVER | |||||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | EDUCATION | $8,200 | ||||
| UNIVERSITY OF NORTHERN COLORADO | |||||||||||
| CAMPUS BOX 28 501 20TH ST | GREELEY | CO | 80639 | NONE | GOV | EDUCATION | $7,800 | ||||
| UNIVERSITY OF NOTRE DAME | |||||||||||
| 220 MAIN BUILDING | NORTRE DAME | IN | 46556 | NONE | PC | EDUCATION | $5,500 | ||||
| UNIVERSITY OF PITTSBURGH | |||||||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | NONE | GOV | EDUCATION | $7,800 | ||||
| UNIVERSITY OF UTAH | |||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | GOV | EDUCATION | $66,700 | ||||
| UTAH STATE UNIVERSITY EASTERN | |||||||||||
| 451 E 400 N | PRICE | UT | 84501 | NONE | GOV | EDUCATION | $41,649 | ||||
| UTAH VALLEY UNIVERSITY | |||||||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | NONE | GOV | EDUCATION | $30,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $875,754 | 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 | 815013122 | NONE | GOV | SACCOMANNO INTERNSHIP PROGRAM IN BIOLOGICAL RESEARCH (SIPBR) FOR THE 2022/2023 SCHOOL YEAR | $56,220 |
| SCHOLARSHIPS AWARDED 20222023 SCHOOL YEAR | |||||||
| VARIOUS | GRAND JUNCTION | CO | 81501 | NONE | PC | EDUCATION | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,056,220 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,192,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,453,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,453,450 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DALBY, WENDLAND & COMPANY, P.C. | $6,785 | $1,357 | $5,428 |
| DAN VOGEL | $925 | $185 | $740 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $175,553 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,113,313 | EOYBookValueAmt |
| EOYFMV | $4,170,894 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $999,654 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $993,688 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND - FIXED INCOME | AT COST | $5,546,876 | $4,945,249 |
| MUTUAL FUND - EQUITY | AT COST | $5,231,717 | $5,072,586 |
| MUTUAL FUND - ALTERNATIVE | AT COST | $1,763,070 | $1,769,166 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOSKIN, FARINA & KAMPF P.C. | CategoryTxt |
| Legal Fees | $66 | LegalFeesAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 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 | $374 | $0 | $374 |
| INSURANCE | $2,706 | $0 | $2,706 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALPINE ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $88,233 | Amt |
| Net Investment Income | $61,763 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,470 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $25,748 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |