ALDERBAUGH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-07
IRS object ID: 202421289349103342
Schema version: 2023v5.0
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 Stock Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-07T15:44:37-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232749044	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BEE BERGVALL & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 754	AddressLine1Txt
City	WARRINGTON	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	189760754	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	232173929	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALDERBAUGH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ALDE	BusinessNameControlTxt
Phone	2159684224	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	130 ALMSHOUSE ROAD SUITE 201A	AddressLine1Txt
City	RICHBORO	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18954	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GLORIA DENOON	PersonNm
Person Title	FOUND. MGR	PersonTitleTxt
Phone	2159684224	PhoneNum
Signature	2024-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GLORIA	PersonFirstNm
Person Last	DENOON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRAIG BURTON CPA	PreparerPersonNm
PTIN	P00145999	PTIN
Phone	2153432727	PhoneNum
Preparation	2024-05-06	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,191,221	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
Interest On Sav Rev And Expnss	$124	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$124	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$74,400	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$74,400	DividendsNetInvstIncmAmt
Total Rev And Expnss	$74,524	TotalRevAndExpnssAmt
Total Net Invst Incm	$74,524	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$3,200	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,600	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,600	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$1,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$500	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$500	TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$1,076	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$1,076	PrintingAndPubNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$5,276	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,176	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,100	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$203,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$203,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$208,276	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,176	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$205,100	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$133,752	ExcessRevenueOverExpensesAmt
Net Investment Income	$71,348	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$89,550	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$103,436	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$103,436	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$3,267,111	CorporateStockBOYAmt
Corporate Stock EOY	$4,087,785	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,087,785	CorporateStockEOYFMVAmt
Total Assets BOY	$3,356,661	TotalAssetsBOYAmt
Total Assets EOY	$4,191,221	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,191,221	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$3,356,661	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$4,191,221	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,356,661	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,191,221	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,356,661	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,191,221	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,356,661	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$133,752	ExcessRevenueOverExpensesAmt
Other Increases	$968,312	OtherIncreasesAmt
Subtotal	$4,191,221	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$4,191,221	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$992	InvestmentIncomeExciseTaxAmt
Subtotal	$992	SubtotalAmt
Tax Based On Investment Income	$992	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$187	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$187	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$41	EsPenaltyAmt
Tax Due	$846	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	BEE BERGVALL COMPANY	IndividualWithBooksNm
Phone	2159684224	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	130 ALMSHOUSE RD SUITE 201A	AddressLine1Txt
City	RICHBORO	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18954	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA DENOON
130 ALMSHOUSE ROAD	SUITE 201A	RICHBORO	PA	18954	FOUND. MGR	2.00	$0	$0	$0
DAVID BH DENOON
130 ALMSHOUSE ROAD	SUITE 201A	RICHBORO	PA	18954	DIRECTOR	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,904,939	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$113,903	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,018,842	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$4,018,842	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$60,283	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,958,559	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$197,928	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$197,928	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$992	TaxBasedOnInvestmentIncomeAmt
Total Tax	$992	TotalTaxAmt
Distributable Before Adj	$196,936	DistributableBeforeAdjAmt
Distributable Before Ded	$196,936	DistributableBeforeDedAmt
Distributable As Adjusted	$196,936	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$205,100	ExpensesAndContributionsAmt
Qualifying Distributions	$205,100	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$196,936	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$84,088	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$37,193	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$121,281	TotalExcessDistributionCyovAmt
Qualifying Distributions	$205,100	QualifyingDistributionsAmt
Applied To Current Year	$196,936	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$8,164	RemainingDistriFromCorpusAmt
Total Corpus	$129,445	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$129,445	ExcessDistriCyovToNextYrAmt
Excess From Year2	$84,088	ExcessFromYear2Amt
Excess From Year1	$37,193	ExcessFromYear1Amt
Excess From Current Year	$8,164	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	BEE BERGVALL CO	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	130 ALMSHOUSE RD SUITE 201A	AddressLine1Txt
City	RICHBORO	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18954	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2159684224	RecipientPhoneNum
Recipient Email Address	CBURTON@BBCO-CPA.COM	RecipientEmailAddressTxt
Form And Info And Materials	WRITTEN	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
WRIGHTSTOWN MEETING
RT 413	WRIGHTSTOWN	PA	18940	MAINTENANCE	$3,000
PENNSWOOD RETIREMENT VILLAGE
RT 413	NEWTOWN	PA	18940	SCHOLARSHIP FUNDING	$200,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$203,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$124	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$74,400	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$74,524	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$74,524	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$3,200	Amt
Net Investment Income	$1,600	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,600	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD SMALL-CAP	$1,746,141	$1,746,141
VANGUARD 500 INDEX	$1,709,854	$1,709,854
COCA-COLA	$117,860	$117,860
INTEL	$100,500	$100,500
MERCK	$327,060	$327,060
PFIZER	$86,370	$86,370

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED APPRECIATION	Desc
Amt	$968,312	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$1,000	Amt
Net Investment Income	$500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt

ALDERBAUGH FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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