Mission
TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS THAT ARE IN NEED AND THEIR FAMILIES.
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
Where $100 goes at Aicpa Benevolent Fund Inc
How Aicpa Benevolent Fund Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$64
Programs
the work itself
$36
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $64 for programs
$64
The Aicpa Benevolent Fund collects and administers funds to provide short-term financial assistance to aicpa members that are victims of hardship or distress
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
UNRESTRICTED SUPPORT OF THE ORGANIZATIONS MISSION
$200,000
ACCOUNTING PROGRAM FOR BUILDING PROFESSION
$25,000
AICPA FOUNDATION WILLIAM EZZELL PHD SCHOLARSHIP
$100,000
Showing up to 5 of 3 total records — full history available with membership.
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
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.