SACCOMANNO HIGHER EDUCATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SACCOMANNO HIGHER EDUCATION FOUNDATION (EIN 84-1164982)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-04
- IRS object ID
- 202543089349101614
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T15:47:46-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 2025-11-03 | 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 | CHRISTOPHER L WEST CPA | PreparerPersonNm |
| PTIN | P00164807 | PTIN |
| Phone | 9702431921 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,364,150 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $534,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $857,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,424,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $857,296 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,391,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,391,428 | 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 | $489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $98 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $391 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,932 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,924 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,147 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,553 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $270 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $270 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,490 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,490 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $887,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $887,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,000,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $926,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,316,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $851,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $842,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $842,560 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $495,505 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $500,686 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $500,140 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,364,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $498,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,101,600 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,463,233 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,661,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,867,281 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $52,569 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $52,569 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,175,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,555,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,364,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,175,273 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,555,857 | 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 | $14,175,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,555,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,175,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,555,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,175,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,565,857 | SubtotalAmt |
| Other Decreases | $10,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,555,857 | 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 | $24,169,885 | $23,701,305 | $468,580 | $468,580 |
| PUBLICLY TRADED SECURITIES | P | $1,254,513 | $866,097 | $388,416 | $388,416 |
| PUBLICLY TRADED SECURITIES | P | $300 | $300 | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $857,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,570 | 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 | $6,570 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $632 | EsPenaltyAmt |
| Tax Due | $12,365 | 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 | ||||||||
| 2688 AMBER SPRING CT | GRAND JUNCTION | CO | 81506 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TERRANCE FARINA | ||||||||
| 200 GRAND AVENUE SUITE 400 | GRAND JUNCTION | CO | 81501 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| GENA COOPER | ||||||||
| 340 W RIDGES BLVD | GRAND JUNCTION | CO | 81507 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| LINDA SIEDOW | ||||||||
| 5066 SOUTH ALLISON WAY | LITTLETON | CO | 80123 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRYAN JOHNSON | ||||||||
| 2635 NORTH 7TH STREET | GRAND JUNCTION | CO | 81501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICOLE DARROW | ||||||||
| 1802 GLOBE COURT | FORT COLLINS | CO | 80528 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JAY SEATON | ||||||||
| 734 S 7TH STREET | GRAND JUNCTION | CO | 81501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAREN BLAND | ||||||||
| 541 1/2 23 ROAD | GRAND JUNCTION | CO | 81507 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN MARSHALL | ||||||||
| 1100 NORTH AVENUE | GRAND JUNCTION | CO | 81501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DOUG MILLER PHD | ||||||||
| 451 EAST 400 NORTH | PRICE | UT | 84501 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN HILL | ||||||||
| 2115 GRAND AVENUE | GRAND JUNCTION | CO | 81501 | 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 | $19,303,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $658,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,962,642 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,962,642 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,663,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $983,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $983,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,303 | TotalTaxAmt |
| Distributable Before Adj | $964,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $964,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $964,857 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $926,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $926,171 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $964,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $24,237 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $136,892 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,129 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $926,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $926,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $38,686 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,686 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $122,443 | 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 | $122,443 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $122,443 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE COLORADO MESA UNIVERSITY FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 N 12TH ST | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9702481080 | RecipientPhoneNum |
| Recipient Email Address | SACCOMANNO@COLORADOMESA.EDU | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE SACCOMANNOED.ORG FOR THE ONLINE APPLICATION AND REQUIRED ATTACHMENTS. PLEASE IMMEDIATELY NOTIFY THE COLORADO MESA UNIVERSITY FOUNDATION UPON YOUR DECISION TO CHANGE SCHOOLS AND FOR ALL SCHOLARSHIP BILLING AND PAYMENT INQUIRIES. | 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 (52 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 | $12,000 |
| AURORA UNIVERSITY | |||||||
| 347 S GLADSTONE AVE | AURORA | IL | 60506 | NONE | PC | EDUCATION | $13,000 |
| BAYLOR UNIVERSITY | |||||||
| 905 S UNIVERSITY PARKS DR | WACO | TX | 76706 | NONE | PC | EDUCATION | $5,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| PROVO MAIN CAMPUS 233 ASB | PROVO | UT | 84602 | NONE | PC | EDUCATION | $9,000 |
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN ST | PROVIDENCE | RI | 02912 | NONE | PC | EDUCATION | $5,000 |
| CALIFORNIA BAPTIST UNIVERSTIY | |||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | NONE | PC | EDUCATION | $6,000 |
| CANISIUS UNIVERSITY | |||||||
| 2001 MAIN ST | BUFFALO | NY | 14208 | NONE | PC | EDUCATION | $3,000 |
| COLORADO CHRISTIAN UNIVERSITY | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | NONE | PC | EDUCATION | $23,000 |
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NORTH AVE | GRAND JUNCTION | CO | 81501 | NONE | GOV | EDUCATION | $377,808 |
| COLORADO NORTHWESTERN | |||||||
| 500 KENNEDY DR | RANGELY | CO | 81648 | NONE | GOV | EDUCATION | $7,000 |
| COLORADO SCHOOL OF MINES | |||||||
| 1500 ILLINOIS ST | GOLDEN | CO | 80401 | NONE | GOV | EDUCATION | $34,500 |
| COLORADO STATE UNIVERSITY | |||||||
| 200 W LAKE ST | FORT COLLINS | CO | 80523 | NONE | GOV | EDUCATION | $23,500 |
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | PC | EDUCATION | $4,000 |
| DARTMOUTH UNIVERSITY | |||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PC | EDUCATION | $7,000 |
| DUKE UNIVERSITY | |||||||
| 2080 DUKE UNIVERSITY RD | DURHAM | NC | 27708 | NONE | PC | EDUCATION | $5,000 |
| FORT LEWIS COLLEGE | |||||||
| 1000 RIM DR | DURANGO | CO | 81301 | NONE | GOV | EDUCATION | $7,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | NC | EDUCATION | $3,000 |
| INTELLITEC COLLEGE | |||||||
| 772 HORIZON DRIVE | GRAND JUNCTION | CO | 81506 | NONE | NC | EDUCATION | $15,500 |
| LAWRENCE UNIVERSITY | |||||||
| 711 E BOLDT WAY | APPLETON | WI | 54911 | NONE | PC | EDUCATION | $7,000 |
| LIBERTY UNIVERSITY | |||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | NONE | PC | EDUCATION | $3,500 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 WATERTOWN PLANK RD | MILWAUKEE | WI | 53226 | NONE | PC | EDUCATION | $6,000 |
| METROPOLITAN STATE UNIVERSITY | |||||||
| 890 AURARIA PKWY | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $5,000 |
| NATIONAL UNIVERSITY | |||||||
| 9388 LIGHTWAVE AVE | SAN DIEGO | CA | 92123 | NONE | PC | EDUCATION | $7,250 |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ S | NEW YORK | NY | 10012 | NONE | PC | EDUCATION | $3,500 |
| OTERO COLLEGE | |||||||
| 1802 COLORADO AVE | LA JUNTA | CO | 81050 | NONE | GOV | EDUCATION | $7,000 |
| OZARK CHRISTIAN COLLEGE | |||||||
| 1111 N MAIN ST | JOPLIN | MO | 64801 | NONE | PC | EDUCATION | $3,500 |
| PERU STATE COLLEGE | |||||||
| 600 HOYT ST | PERU | NE | 68421 | NONE | GOV | EDUCATION | $3,000 |
| PORTLAND STATE UNIVERSITY | |||||||
| 1825 SW BROADWAY | PORTLAND | OR | 97201 | NONE | GOV | EDUCATION | $6,000 |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1905 UNIVERSITY AVE | HUNTSVILLE | TX | 77340 | NONE | GOV | EDUCATION | $3,000 |
| SAMFORD UNIVERSITY | |||||||
| 4800 LAKESHORE DR | BIRMINGHAM | AL | 35229 | NONE | PC | EDUCATION | $7,000 |
| SEATTLE UNIVERSITY | |||||||
| 901 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | EDUCATION | $6,000 |
| SOUTHERN UTAH UNIVERSITY | |||||||
| 351 W UNIVERSITY BLVD | CEDAR CITY | UT | 84720 | NONE | GOV | EDUCATION | $14,000 |
| THE UNIVERSITY OF NOTRE DAME | |||||||
| 1220 E ANGELA BLVD | SOUTH BEND | IN | 46617 | NONE | PC | EDUCATION | $7,000 |
| UNIVERSITY OF ARIZONA | |||||||
| 1200 E UNIVERSITY BLVD | TUCSON | AZ | 85719 | NONE | GOV | EDUCATION | $1,500 |
| UNIVERSITY OF COLORADO BOULDER | |||||||
| 552 UCB | BOULDER | CO | 80309 | NONE | GOV | EDUCATION | $35,750 |
| UNIVERSITY OF COLORADO COLORADO SPRINGS | |||||||
| 1420 AUSTIN BLUFFS PKWY | COLORADO SPRINGS | CO | 80918 | NONE | GOV | EDUCATION | $3,500 |
| UNIVERSITY OF COLORADO DENVER | |||||||
| 1201 LARIMER ST | DENVER | CO | 80204 | NONE | GOV | EDUCATION | $14,500 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 115 N EAGLEVILLE RD | STORRS | CT | 06268 | NONE | GOV | EDUCATION | $7,000 |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | EDUCATION | $3,000 |
| UNIVERSITY OF NEBRASKA LINCOLN | |||||||
| 1400 R ST | LINCOLN | NE | 68588 | NONE | GOV | EDUCATION | $4,000 |
| UNIVERSITY OF NORTHERN COLORADO | |||||||
| 501 20TH ST | GREELEY | CO | 80639 | NONE | GOV | EDUCATION | $12,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | NONE | PC | EDUCATION | $7,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | PC | EDUCATION | $3,000 |
| UNIVERSITY OF UTAH | |||||||
| 201 PRESIDENTS CIR | SALT LAKE CITY | UT | 84112 | NONE | GOV | EDUCATION | $31,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1410 NE CAMPUS PKWY | SEATTLE | WA | 98195 | NONE | GOV | EDUCATION | $5,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82070 | NONE | GOV | EDUCATION | $3,620 |
| UTAH STATE UNIVERSITY | |||||||
| 2900 OLD MAIN HILL | LOGAN | UT | 84322 | NONE | GOV | EDUCATION | $62,183 |
| UTAH TECH UNIVERSITY | |||||||
| 225 S UNIVERSITY AVE | ST GEORGE | UT | 84770 | NONE | GOV | EDUCATION | $13,500 |
| WEBER STATE UNIVERSITY | |||||||
| 3848 HARRISON BLVD | OGDEN | UT | 84408 | NONE | GOV | EDUCATION | $4,000 |
| WESTERN COLORADO UNIVERSITY | |||||||
| 1 WESTERN WAY | GUNNISON | CO | 81231 | NONE | GOV | EDUCATION | $10,000 |
| WESTERN GOVERNERS UNIVERSITY | |||||||
| 4001 S 700 E 700 | SALT LAKE CITY | UT | 84107 | NONE | PC | EDUCATION | $14,500 |
| WESTERN WASHINGTON UNIVERSITY | |||||||
| 516 HIGH ST | BELLINGHAM | WA | 98225 | NONE | GOV | EDUCATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $887,611 | 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 2025/2026 SCHOOL YEAR | $57,510 |
| SCHOLARSHIPS AWARDED 20252026 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 | $1,057,510 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534,132 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $857,296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,391,428 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,391,428 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DALBY, WENDLAND & COMPANY, P.C. | $7,390 | $1,478 | $5,912 |
| DAN VOGEL | $925 | $185 | $740 |
| BANK TAX REVIEW | $350 | $70 | $280 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 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 |
| INTELLITEC COLLEGE | |||||||
| 772 HORIZON DR | GRAND JUNCTION | CO | 81506 | 2023-07-20 | $15,500 | EDUCATION | $15,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $498,575 | EOYBookValueAmt |
| EOYFMV | $5,101,600 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $500,686 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $500,140 | 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 | $4,961,617 | $6,133,105 |
| ETF-FIXED INCOME | AT COST | $7,699,850 | $7,734,176 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOSKIN, FARINA & KAMPF P.C. | CategoryTxt |
| Legal Fees | $489 | LegalFeesAmt |
| Net Investment Income | $98 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $391 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD BY AGENT | Desc |
| EOY Book Value | $52,569 | EOYBookValueAmt |
| EOYFMV | $52,569 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CONTIRBUTION RECEIVED RELATED TO PRIOR PERIOD | Desc |
| Amt | $10,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & PO BOX RENT | $418 | $0 | $418 |
| INSURANCE | $3,072 | $0 | $3,072 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALPINE ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $89,619 | Amt |
| Net Investment Income | $71,695 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,924 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,147 | $1,147 | $0 |
| PRIOR YEAR EXCISE TAX | $793 | $0 | $793 |
| CURRENT YEAR EXCISE TAX | $8,760 | $0 | $8,760 |