Nonprofit · EIN 13-6168775
AICPA BENEVOLENT FUND INC
Tax-exempt · DURHAM, NC 27707
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $775,689 | $332,407 | $443,282 | $13,955,808 | $71,648 | $13,884,160 |
| December 31, 2023 | 990 | $447,652 | $322,196 | $125,456 | $12,586,185 | $17,831 | $12,568,354 |
| December 31, 2021 | 990 | $816,916 | $305,634 | $511,282 | $13,348,018 | $22,196 | $13,325,822 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $202,556
- Program service revenue
- $0
- Investment income
- $573,133
- Net gain from sales of assets
- $279,773
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $126,370
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $27,300
- Travel
- $19,149
- Program services (functional)
- $126,370
- Management and general (functional)
- $206,037
Balance sheet and other
- Total assets, start of year
- $12,586,185
- Total assets, end of year
- $13,955,808
- Total liabilities, end of year
- $71,648
- Net assets, end of year
- $13,884,160
- Publicly traded securities
- $11,667,996
- Net assets without donor restrictions
- $13,884,160
- Gross receipts
- $1,197,774
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1933
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY J LASPALUTO | SECRETARY/TREASURER Officer | 0.3 | $0 | $584,985 | $53,068 |
| ALEXANDRIA ROMERO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| AMANDA HORVATH | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANDY MINTZER | BOARD LIAISON (OUTGOING) Trustee or director | 0.3 | $0 | $0 | $0 |
| BETH A REHO | TRUSTEE (OUTGOING) Trustee or director | 0.3 | $0 | $0 | $0 |
| BRIDGET KAIGLER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CHARLOTT JONES | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JACQUELYN TRACY | BOARD LIAISON (INCOMING) Trustee or director | 0.3 | $0 | $0 | $0 |
| JOSHUA RUSSELL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KRISTINE HULL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| LEONIE EZEGBUNAM | TRUSTEE (INCOMING) Trustee or director | 0.3 | $0 | $0 | $0 |
| RONALD A GITZ | PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY J LASPALUTO | TREASURER Officer | 0.3 | $0 | $438,473 | $54,918 |
| ALEXANDRIA ROMERO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| AMANDA HORVATH | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ANDREW MINTZER | BOARD LIAISON Trustee or director | 0.3 | $0 | $0 | $0 |
| BETH A REHO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BRIDGET KAIGLER | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| CHARLOTT JONES | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| JOSHUA RUSSELL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KRISTINE HULL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| RONALD A GITZ | PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
990 for the year ended December 31, 2021: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TIMOTHY J LASPALUTO | TREASURER Officer | 0.3 | $0 | $345,679 | $55,645 |
| BETH A REHO | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| BILLY GENE WILLIAMS | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| DANIEL R MILLER | TRUSTEE (OUTGOING) Trustee or director | 0.3 | $0 | $0 | $0 |
| DOMINIC ORTIZ | BOARD LIAISON Trustee or director | 0.3 | $0 | $0 | $0 |
| KATHRYN R LOCKHART | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| KRISTINE HULL | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| PAULA C HANSON | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| ROBERT WALKER TAYLOR | PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| RONALD A GITZ | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
| SHEILA BALZER | BOARD LIAISON (OUTGOING) Trustee or director | 0.3 | $0 | $0 | $0 |
| STEVEN SCOTT VOYNICH | TRUSTEE Trustee or director | 0.3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 220 LEIGH FARM RD, DURHAM, NC 27707-8110
- Principal officer (990 for 2024)
- TIMOTHY LASPALUTO, 220 LEIGH FARM ROAD, DURHAM, NC 27707
- Signed the 990
- TIMOTHY LASPALUTO, TREASURER
- Phone
- (919) 402-4500
- Website
- WWW.AICPA.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS THAT ARE IN NEED AND THEIR FAMILIES.
Program accomplishments
- THE AICPA BENEVOLENT FUND COLLECTS AND ADMINISTERS FUNDS TO PROVIDE SHORT-TERM FINANCIAL ASSISTANCE TO AICPA MEMBERS THAT ARE VICTIMS OF HARDSHIP OR DISTRESS. THE FUND ASSISTS MEMBERS AND THEIR FAMILIES BY HELPING THEM WITH DAILY LIVING AND SUBSISTENCE EXPENSES, MEDICAL AND PRESCRIPTION EXPENSES THAT EXCEED INSURANCE COVERAGE, AND OTHER EXPENSES THAT ARISE DUE TO SERIOUS ILLNESS, MEDICAL EMERGENCY, ACCIDENTS, NATURAL DISASTERS, AND OTHER FINANCIAL HARDSHIP OR DISTRESS. DURING CALENDAR YEAR 2024, THE FUND PROVIDED HARDSHIP ASSISTANCE TO 6 INDIVIDUALS.Expenses $126,370 · grants $126,370
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-6168775
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1937
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,955,808
- Income (IRS master file)
- $1,197,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $775,689 | $332,407 | $13,955,808 | XML |
| 990 | December 2023 | $447,652 | $322,196 | $12,586,185 | XML |
| 990 | December 2022 | $509,981 | $303,614 | $10,990,699 | IRS |
| 990 | December 2021 | $816,916 | $305,634 | $13,348,018 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6168775).
Questions about AICPA BENEVOLENT FUND INC
- What is the EIN of AICPA BENEVOLENT FUND INC?
- The employer identification number (EIN) of AICPA BENEVOLENT FUND INC is 13-6168775.
- Is AICPA BENEVOLENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to AICPA BENEVOLENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AICPA BENEVOLENT FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AICPA BENEVOLENT FUND INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AICPA BENEVOLENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AICPA BENEVOLENT FUND INC?
- The 990 for the year ended December 31, 2024 names TIMOTHY LASPALUTO.
- Who are the officers and directors of AICPA BENEVOLENT FUND INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does AICPA BENEVOLENT FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $775,689, expenses of $332,407 and total assets of $13,955,808 at year end.
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