Public Charity

AICPA BENEVOLENT FUND INC

AICPA BENEVOLENT FUND INC is a Public Charity headquartered in DURHAM, NC. Financial data from the 2024 filing: $776K revenue, $332K expenses, $14.0M total assets. 3 publicly reported grants to this organization, totaling roughly $325K, appear in IRS filings.

EIN: 136168775 DURHAM, NC Latest filing: 2024
Total Revenue$776K
Total Expenses$332K
Total Assets$14.0M
Grant Records3
Funding Total$325K
Filing Years2020–2024

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS THAT ARE IN NEED AND THEIR FAMILIES.

Officers & Directors

TRUSTEE Alexandria Romero
TRUSTEE Amanda Horvath
BOARD LIAISON (OUTGOING) Andy Mintzer
TRUSTEE (OUTGOING) Beth A Reho
TRUSTEE Bridget Kaigler
TRUSTEE Charlott Jones

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED SUPPORT OF THE ORGANIZATIONS MISSION
$200,000 1 grant
AICPA FOUNDATION WILLIAM EZZELL PHD SCHOLARSHIP
$100,000 1 grant
ACCOUNTING PROGRAM FOR BUILDING PROFESSION
$25,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $776K $332K $14.0M
2023 $448K $322K $12.6M
2022 $510K $304K $11.0M
2021 $817K $306K $13.3M
2020 $580K $267K $11.8M

Between 2020 and 2024, reported annual revenue grew from $580K to $776K (+34%), with total assets most recently reported at $14.0M.

Interactive year-over-year charts and full filing details available with membership.

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