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ALDERBAUGH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202211299349102981
Schema version
2021v4.0
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)
Return2022-05-09T14:57:45-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line1130 ALMSHOUSE RD SUITE 201AAddressLine1Txt
CityRICHBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18954ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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 TitleFOUNDATION MGRPersonTitleTxt
Phone2129824927PhoneNum
Signature2022-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGLORIAPersonFirstNm
Person LastDENOONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2159684224PhoneNum
Preparation2022-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,694,331FMVAssetsEOYAmt
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$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$66,484DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,484DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,191NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$313,537GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,191CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$71,689TotalRevAndExpnssAmt
Total Net Invst Incm$71,689TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,100AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,133TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,233TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$309,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$309,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$314,233TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$309,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$242,544ExcessRevenueOverExpensesAmt
Net Investment Income$71,689NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$289,400SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$406,666SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$406,666SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,483,172CorporateStockBOYAmt
Corporate Stock EOY$3,921,595CorporateStockEOYAmt
Corporate Stock EOYFMV$4,287,665CorporateStockEOYFMVAmt
Total Assets BOY$3,772,572TotalAssetsBOYAmt
Total Assets EOY$4,328,261TotalAssetsEOYAmt
Total Assets EOYFMV$4,694,331TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,772,572NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,328,261NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,772,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,328,261TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,772,572TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,328,261TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,772,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$242,544ExcessRevenueOverExpensesAmt
Other Increases$798,233OtherIncreasesAmt
Subtotal$4,328,261SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,328,261TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ORGANONP1994-03-212021-11-29$8,990$2,192$6,798$6,798
VIATRISP2002-01-072021-11-29$4,547$6,154-$1,607-$1,607
VANGUARD 500 INDEX FUNDP2021-11-292021-11-29$300,000$300,000
FieldValueIRS element (for citing)
Capital Gain Net Income$5,191CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$996InvestmentIncomeExciseTaxAmt
Subtotal$996SubtotalAmt
Tax Based On Investment Income$996TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Overpayment$1,104OverpaymentAmt
Applied To ES Tax$1,104AppliedToESTaxAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA DENOON
130 ALMSHOUSE ROADRICHBOROPA18954FOUNDATION M2.00$0$0$0
DAVID BH DENOON
130 ALMSHOUSE ROADRICHBOROPA18954DIRECTOR2.00$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$4,203,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$329,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,532,475TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,532,475AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,987CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,464,488NetVlNoncharitableAssetsAmt
Minimum Investment Return$223,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$223,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$996TaxBasedOnInvestmentIncomeAmt
Total Tax$996TotalTaxAmt
Distributable Before Adj$222,228DistributableBeforeAdjAmt
Distributable Before Ded$222,228DistributableBeforeDedAmt
Distributable As Adjusted$222,228DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$309,000ExpensesAndContributionsAmt
Qualifying Distributions$309,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$222,228DistributableAsAdjustedAmt
Undistributed Income PY$2,684UndistributedIncomePYAmt
Qualifying Distributions$309,000QualifyingDistributionsAmt
Applied To Year1$2,684AppliedToYear1Amt
Applied To Current Year$222,228AppliedToCurrentYearAmt
Remaining Distri From Corpus$84,088RemainingDistriFromCorpusAmt
Total Corpus$84,088TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$84,088ExcessDistriCyovToNextYrAmt
Excess From Current Year$84,088ExcessFromCurrentYearAmt

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
Address Line2ATTN C BURTONAddressLine2Txt
CityRICHBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18954ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2159684224RecipientPhoneNum
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
GEORGE SCHOOL
1690 NEWTOWN LANGHORNE RDNEWTOWNPA18940STEAM CURRICULUM$100,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940ANNUAL FUND$3,000
GEORGE SCHOOL
1690 NEWTOWN LANGHORNE RDNEWTOWNPA18940ANNUAL FUND$6,000
BUCKS CO COMMUNITY COLLEGE
275 SWAMP ROADNEWTOWNPA18940PLACEMENT SOFTWARE$100,000
FRIENDS SEMINARY NYC
222 EAST 16TH STREETNEW YORKNY10003SCHOLARSHIPS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$309,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,484ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,191ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$71,689ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,689TotalIncomeProducingActyAmt

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$3,100Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SMALL-CAP$1,793,121$1,793,121
VANGUARD 500 INDEX$1,866,054$1,866,054
COCA-COLA$64,803$118,420
INTEL$41,607$103,000
MERCK$43,754$229,920
PFIZER$112,256$177,150
VIATRIS

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$798,233Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$2,133Amt

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