BETA

ALDERBAUGH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-09
IRS object ID
201931299349101633
Schema version
2018v3.1
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)
Return2019-05-09T15:05:26-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-10SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2159684224PhoneNum
Preparation2019-05-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.162.146.76IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-09IPDt
IP Tm15:05:26IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA0D890806678E283C743CAE1876DB8C28E29C278AtSubmissionCreationDeviceId
At Submission Filing Device IdA0D890806678E283C743CAE1876DB8C28E29C278AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,255,216FMVAssetsEOYAmt
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$361InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$361InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$68,569DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,569DividendsNetInvstIncmAmt
Total Rev And Expnss$68,930TotalRevAndExpnssAmt
Total Net Invst Incm$68,930TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Printing And Pub Rev And Expnss$598PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$598PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,643TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$598TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,643TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$598TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,713ExcessRevenueOverExpensesAmt
Net Investment Income$68,332NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$327,310SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$226,518SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$226,518SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,098,945CorporateStockBOYAmt
Corporate Stock EOY$3,028,698CorporateStockEOYAmt
Corporate Stock EOYFMV$3,028,698CorporateStockEOYFMVAmt
Total Assets BOY$3,426,255TotalAssetsBOYAmt
Total Assets EOY$3,255,216TotalAssetsEOYAmt
Total Assets EOYFMV$3,255,216TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,426,255UnrestrictedBOYAmt
Unrestricted EOY$3,255,216UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,426,255TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,255,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,426,255TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,255,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,426,255TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,713ExcessRevenueOverExpensesAmt
Subtotal$3,366,542SubtotalAmt
Other Decreases$111,326OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,255,216TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,161,848NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.008856DistributionYr1Rt
Adjusted Qlfy Distri Yr2$105,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,841,981NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036946DistributionYr2Rt
Adjusted Qlfy Distri Yr3$122,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,815,668NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043329DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,550AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,778,615NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.023951DistributionYr4Rt
Adjusted Qlfy Distri Yr5$877,020AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,778,481NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.315647DistributionYr5Rt
Total Distribution0.428729TotalDistributionRt
Average Distribution0.085746AverageDistributionRt
Net Vl Noncharitable Assets$3,290,625NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$282,158AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$683NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$282,841AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,367InvestmentIncomeExciseTaxAmt
Subtotal$1,367SubtotalAmt
Tax Based On Investment Income$1,367TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,240EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$133TaxDueAmt

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 M000.00$0$0$0
DAVID BH DENOON
130 ALMSHOUSE ROADRICHBOROPA18954DIRECTOR000.00$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$3,063,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$276,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,340,736TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,340,736AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,111CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,290,625NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,531MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,531MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,367TaxBasedOnInvestmentIncomeAmt
Total Tax$1,367TotalTaxAmt
Distributable Before Adj$163,164DistributableBeforeAdjAmt
Distributable Before Ded$163,164DistributableBeforeDedAmt
Distributable As Adjusted$163,164DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,000ExpensesAndContributionsAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$125,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$163,164DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$739,056ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$739,056TotalExcessDistributionCyovAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Applied To Current Year$125,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$38,164ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$38,164ExcessDistributionCyovAppCYAmt
Total Corpus$700,892TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$700,892ExcessDistriCyovFromYr5Amt

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
NEWTOWN LANGHORNE ROADNEWTOWNPA18940ANNUAL FUND$5,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940ANNUAL FUND$3,000
HERITAGE CONSERVANCY
85 OLDE DUBLIN PIKEDOYLESTOWNPA18901SCHOLARSHIPS$10,000
PRINCETON UNIVERSITY
NPRINCETONNJ08544SCHOLARSHIPS$100,000
GEORGE SCHOOL
NEWTOWN LANGHORNE RDNEWTOWNPA18940SCHOLARSHIPS$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$361ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,569ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,930ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,930TotalIncomeProducingActyAmt

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$3,000Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO$939,030$939,030
VANGUARD SMALL-CAP$1,003,968$1,003,968
VANGUARD 500 INDEX$1,085,700$1,085,700

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$111,326Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADVERTISING$45

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