ALDERBAUGH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALDERBAUGH FOUNDATION (EIN 23-2173929)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349101087
- Schema version
- 2024v5.0
- 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 | 2025-05-12T12:43:15-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG BURTON CPA | PreparerPersonNm |
| PTIN | P00145999 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2025-05-12 | 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 | $4,547,793 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $264,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $336,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $336,700 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $843 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $244,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $334,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,947 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,087,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,316,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,316,846 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,191,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,547,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,547,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,191,221 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,547,792 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,191,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,547,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,191,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,547,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,191,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,557 | ExcessRevenueOverExpensesAmt |
| Other Increases | $267,014 | OtherIncreasesAmt |
| Subtotal | $4,547,792 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,547,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD SMALL CAP. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-01-01 | AcquiredDt |
| Sold | 2024-10-25 | SoldDt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $85,700 | CostOrOtherBasisAmt |
| Gain Or Loss | $264,300 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $264,300 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $264,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,645 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,645 | SubtotalAmt |
| Tax Based On Investment Income | $4,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,645 | 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 |
| 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 | 10.00 | $0 | $0 | $0 |
| DAVID BH DENOON | |||||||||
| 130 ALMSHOUSE ROAD | SUITE 201A | RICHBORO | PA | 18954 | DIRECTOR | 10.00 | $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 | $4,391,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,569,948 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,569,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,501,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,645 | TotalTaxAmt |
| Distributable Before Adj | $220,425 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $220,425 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $220,425 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $244,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $244,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $220,425 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $84,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,164 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $244,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $220,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $153,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $153,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84,088 | ExcessFromYear3Amt |
| Excess From Year2 | $37,193 | ExcessFromYear2Amt |
| Excess From Year1 | $8,164 | ExcessFromYear1Amt |
| Excess From Current Year | $24,225 | 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 (5 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 |
| PENN STATE CANCER MARATHON | |||||
| 326 INNOVATION BLVD | STATE COLLEGE | PA | 16803 | CANCER RESEARCH | $5,000 |
| MICHNER ART MUSEUM | |||||
| 138 SOUTH PINE STREET | DOYLESTOWN | PA | 18901 | ENDOWMWNT | $132,000 |
| PLUMSTEAD CHRISTIAN SCHOOL | |||||
| 5765 OLD EASTON RD | PLUNSTEADVILLE | PA | 18949 | CURRICULUM DEVELOPMENT | $100,000 |
| WRIGHTSTOWN FOOD CUPBOARD | |||||
| RT 232 | PENNS PARK | PA | 18940 | FOOD PANTRY | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $243,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $264,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $336,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $336,700 | 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 | $3,300 | Amt |
| Net Investment Income | $1,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SMALL-CAP | $1,637,437 | $1,637,438 |
| VANGUARD 500 INDEX | $2,136,758 | $2,136,758 |
| COCA-COLA | $124,520 | $124,520 |
| INTEL | $40,100 | $40,100 |
| MERCK | $298,440 | $298,440 |
| PFIZER | $79,590 | $79,590 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $267,014 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $843 | Amt |
| Net Investment Income | $843 | NetInvestmentIncomeAmt |
Comments