BETA

ALDERBAUGH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-03
IRS object ID
202003089349100425
Schema version
2019v5.0
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)
Return2020-11-03T08:42:19-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonDAVID BH DENOONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2129824927PhoneNum
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2159684224PhoneNum
Preparation2020-11-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.162.146.76IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-03IPDt
IP Tm08:42:19IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdADA54300CD633AA7B297F93BEF4AA532A727BC98AtSubmissionCreationDeviceId
At Submission Filing Device IdADA54300CD633AA7B297F93BEF4AA532A727BC98AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,782,704FMVAssetsEOYAmt
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$138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$138InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,263DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,263DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,547NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,303GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,547CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$139,948TotalRevAndExpnssAmt
Total Net Invst Incm$139,948TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,100AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,533TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,076OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,076OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,709TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,076TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$219,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$219,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,709TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,076TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$219,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$84,761ExcessRevenueOverExpensesAmt
Net Investment Income$138,872NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$226,518SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$189,494SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$189,494SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,585,640CorporateStockBOYAmt
Corporate Stock EOY$3,106,988CorporateStockEOYAmt
Corporate Stock EOYFMV$3,593,210CorporateStockEOYFMVAmt
Total Assets BOY$2,812,158TotalAssetsBOYAmt
Total Assets EOY$3,296,482TotalAssetsEOYAmt
Total Assets EOYFMV$3,782,704TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,255,216NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,296,381NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,255,216TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,296,381TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,255,216TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,296,381TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,255,216TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$84,761ExcessRevenueOverExpensesAmt
Other Increases$125,926OtherIncreasesAmt
Subtotal$3,296,381SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,296,381TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyWELLS FARGOPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-10-30AcquiredDt
Sold2019-06-11SoldDt
Gross Sales Price$156,303GrossSalesPriceAmt
Cost Or Other Basis$89,756CostOrOtherBasisAmt
Gain Or Loss$66,547GainOrLossAmt
Gains Minus Excess Or Losses$66,547GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$66,547CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$125,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,290,625NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037987DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,161,848NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.008856DistributionYr2Rt
Adjusted Qlfy Distri Yr3$105,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,841,981NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036946DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,815,668NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043329DistributionYr4Rt
Adjusted Qlfy Distri Yr5$66,550AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,778,615NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.023951DistributionYr5Rt
Total Distribution0.151069TotalDistributionRt
Average Distribution0.030214AverageDistributionRt
Net Vl Noncharitable Assets$3,519,114NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$106,327AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,389NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$107,716AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$219,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,389InvestmentIncomeExciseTaxAmt
Subtotal$1,389SubtotalAmt
Tax Based On Investment Income$1,389TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Overpayment$11OverpaymentAmt
Applied To ES Tax$11AppliedToESTaxAmt

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
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA DENOON
130 ALMSHOUSE ROADRICHBOROPA18954FOUNDATION M1.00$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$3,366,560AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$206,145AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,572,705TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,572,705AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,591CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,519,114NetVlNoncharitableAssetsAmt
Minimum Investment Return$175,956MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$175,956MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,389TaxBasedOnInvestmentIncomeAmt
Total Tax$1,389TotalTaxAmt
Distributable Before Adj$174,567DistributableBeforeAdjAmt
Distributable Before Ded$174,567DistributableBeforeDedAmt
Distributable As Adjusted$174,567DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$219,000ExpensesAndContributionsAmt
Qualifying Distributions$219,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,389PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$217,611AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$174,567DistributableAsAdjustedAmt
Qualifying Distributions$219,000QualifyingDistributionsAmt
Applied To Current Year$174,567AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,433RemainingDistriFromCorpusAmt
Total Corpus$44,433TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$44,433ExcessDistriCyovToNextYrAmt
Excess From Current Year$44,433ExcessFromCurrentYearAmt

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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGE SCHOOL
NEWTOWN LANGHORNE ROADNEWTOWNPA18940COLLEGE GUIDANCE$200,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940ANNUAL FUND$3,000
BOYS & GIRLS CLUB OF PHILLA
1518 WALNUTPHILAPA19102ANNUAL FUND$1,000
BUCKINGHAM FRIENDS SCHOOL
YORK RDLAHASKAPA18944FACULTY TRAINING$10,000
GEORGE SCHOOL
NEWTOWN LANGHORNE RDNEWTOWNPA18940ANNUAL FUND$3,000
GEORGE SCHOOL
NEWTOWN LANGHORNE RDNEWTOWNPA18940SCHOLARSHIPS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$219,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$138ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,263ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$66,547RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$73,401ExclusionAmt
Related Or Exempt Function Incm$66,547RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,948TotalIncomeProducingActyAmt

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 (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD SMALL-CAP$1,278,728$1,278,728
VANGUARD 500 INDEX$1,427,217$1,427,217
COCA-COLA$64,803$110,700
CORTEVA$5,174$12,622
INTEL$62,410$179,550
MERCK$61,261$363,800
PFIZER$157,885$156,720
CHEMOURS$1,614$3,618
CHEVRON$47,896$60,255
DUPONT

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
VALUELINE$1,076$1,076

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$125,926Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$1,533Amt

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