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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-12T12:43:15-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232749044PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEE BERGVALL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 754AddressLine1Txt
CityWARRINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP189760754ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232173929EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALDERBAUGH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALDEBusinessNameControlTxt
Phone2159684224PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 ALMSHOUSE ROAD SUITE 201AAddressLine1Txt
CityRICHBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18954ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA DENOONPersonNm
Person TitleFOUND. MGRPersonTitleTxt
Phone2159684224PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2153432727PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,547,793FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$72,378DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,378DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$264,300NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$264,300CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$336,700TotalRevAndExpnssAmt
Total Net Invst Incm$336,700TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,650AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$843TaxesRevAndExpnssAmt
Taxes Net Invst Incm$843TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,493TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,650TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$243,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$243,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$247,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,493TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$244,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$89,557ExcessRevenueOverExpensesAmt
Net Investment Income$334,207NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$103,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$230,947SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$230,947SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,087,785CorporateStockBOYAmt
Corporate Stock EOY$4,316,845CorporateStockEOYAmt
Corporate Stock EOYFMV$4,316,846CorporateStockEOYFMVAmt
Total Assets BOY$4,191,221TotalAssetsBOYAmt
Total Assets EOY$4,547,792TotalAssetsEOYAmt
Total Assets EOYFMV$4,547,793TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,191,221NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,547,792NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,191,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,547,792TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,191,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,547,792TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,191,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$89,557ExcessRevenueOverExpensesAmt
Other Increases$267,014OtherIncreasesAmt
Subtotal$4,547,792SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,547,792TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD SMALL CAP.PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-01-01AcquiredDt
Sold2024-10-25SoldDt
Gross Sales Price$350,000GrossSalesPriceAmt
Cost Or Other Basis$85,700CostOrOtherBasisAmt
Gain Or Loss$264,300GainOrLossAmt
Gains Minus Excess Or Losses$264,300GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$264,300CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,645InvestmentIncomeExciseTaxAmt
Subtotal$4,645SubtotalAmt
Tax Based On Investment Income$4,645TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Tax Due$3,645TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBEE BERGVALL COMPANYIndividualWithBooksNm
Phone2159684224PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1130 ALMSHOUSE RD SUITE 201AAddressLine1Txt
CityRICHBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18954ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA DENOON
130 ALMSHOUSE ROADSUITE 201ARICHBOROPA18954FOUND. MGR10.00$0$0$0
DAVID BH DENOON
130 ALMSHOUSE ROADSUITE 201ARICHBOROPA18954DIRECTOR10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,391,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,796AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,569,948TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,569,948AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,549CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,501,399NetVlNoncharitableAssetsAmt
Minimum Investment Return$225,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$225,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,645TaxBasedOnInvestmentIncomeAmt
Total Tax$4,645TotalTaxAmt
Distributable Before Adj$220,425DistributableBeforeAdjAmt
Distributable Before Ded$220,425DistributableBeforeDedAmt
Distributable As Adjusted$220,425DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,650ExpensesAndContributionsAmt
Qualifying Distributions$244,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$220,425DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$84,088ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,193ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,164ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$129,445TotalExcessDistributionCyovAmt
Qualifying Distributions$244,650QualifyingDistributionsAmt
Applied To Current Year$220,425AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,225RemainingDistriFromCorpusAmt
Total Corpus$153,670TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$153,670ExcessDistriCyovToNextYrAmt
Excess From Year3$84,088ExcessFromYear3Amt
Excess From Year2$37,193ExcessFromYear2Amt
Excess From Year1$8,164ExcessFromYear1Amt
Excess From Current Year$24,225ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBEE BERGVALL CORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1130 ALMSHOUSE RD SUITE 201AAddressLine1Txt
CityRICHBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18954ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2159684224RecipientPhoneNum
Recipient Email AddressCBURTON@BBCO-CPA.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940MAINTENANCE$3,000
PENN STATE CANCER MARATHON
326 INNOVATION BLVDSTATE COLLEGEPA16803CANCER RESEARCH$5,000
MICHNER ART MUSEUM
138 SOUTH PINE STREETDOYLESTOWNPA18901ENDOWMWNT$132,000
PLUMSTEAD CHRISTIAN SCHOOL
5765 OLD EASTON RDPLUNSTEADVILLEPA18949CURRICULUM DEVELOPMENT$100,000
WRIGHTSTOWN FOOD CUPBOARD
RT 232PENNS PARKPA18940FOOD PANTRY$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$243,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,378ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$264,300ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$336,700ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$336,700TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$3,300Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,650DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
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

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$267,014Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$843Amt
Net Investment Income$843NetInvestmentIncomeAmt

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