BETA

ALDERBAUGH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-04
IRS object ID
201841249349100234
Schema version
2017v2.3
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)
Return2018-05-04T12:00:53-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2159684224PhoneNum
Preparation2018-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
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$86InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$86InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,693DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,693DividendsNetInvstIncmAmt
Total Rev And Expnss$61,779TotalRevAndExpnssAmt
Total Net Invst Incm$61,779TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,045TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,734ExcessRevenueOverExpensesAmt
Net Investment Income$61,779NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$330,813SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$327,310SavAndTempCashInvstEOYAmt
Corporate Stock BOY$2,661,930CorporateStockBOYAmt
Corporate Stock EOY$3,098,945CorporateStockEOYAmt
Total Assets BOY$2,992,743TotalAssetsBOYAmt
Total Assets EOY$3,426,255TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,992,743UnrestrictedBOYAmt
Unrestricted EOY$3,426,255UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,992,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,426,255TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,992,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,426,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,992,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,734ExcessRevenueOverExpensesAmt
Other Increases$402,778OtherIncreasesAmt
Subtotal$3,426,255SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,426,255TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,841,981NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036946DistributionYr1Rt
Adjusted Qlfy Distri Yr2$122,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,815,668NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043329DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,550AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,778,615NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.023951DistributionYr3Rt
Adjusted Qlfy Distri Yr4$877,020AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,778,481NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.315647DistributionYr4Rt
Adjusted Qlfy Distri Yr5$901,424AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,049,989NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.295550DistributionYr5Rt
Total Distribution0.715423TotalDistributionRt
Average Distribution0.143085AverageDistributionRt
Net Vl Noncharitable Assets$3,161,848NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$452,413AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$618NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$453,031AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,236InvestmentIncomeExciseTaxAmt
Subtotal$1,236SubtotalAmt
Tax Based On Investment Income$1,236TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,157EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,157TotalPaymentsAndCreditsAmt
Tax Due$79TaxDueAmt

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 Line1444 S STATE STREETAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
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

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
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$2,880,937AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$329,061AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,209,998TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,209,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,150CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,161,848NetVlNoncharitableAssetsAmt
Minimum Investment Return$158,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$158,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,236TaxBasedOnInvestmentIncomeAmt
Total Tax$1,236TotalTaxAmt
Distributable Before Adj$156,856DistributableBeforeAdjAmt
Distributable Before Ded$156,856DistributableBeforeDedAmt
Distributable As Adjusted$156,856DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,000ExpensesAndContributionsAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,856DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$739,798ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$739,056ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,478,854TotalExcessDistributionCyovAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Applied To Current Year$28,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$128,856ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$128,856ExcessDistributionCyovAppCYAmt
Total Corpus$1,349,998TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$610,942ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$739,056ExcessDistriCyovToNextYrAmt
Excess From Year4$739,056ExcessFromYear4Amt

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 ROADNEWTOWNPA18940ANNUAL FUND$6,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940CONSTRUCTION$11,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940MAINTENANCE$2,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940SCHOLARSHIP$5,000
WRIGHTSTOWN MEETING
RT 413WRIGHTSTOWNPA18940ANNUAL FUND$3,000
BUCKINGHAM FRIENDS SCHOOL
5684 OLD YORK ROADLAHASKAPA18931ANNUAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,693ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$61,779ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,779TotalIncomeProducingActyAmt

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 ValueEOYBookValueAmt
WELLS FARGO$855,871
VANGUARD SMALL-CAP$1,107,077
VANGUARD 500 INDEX$1,135,997

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ADVERTISING$45

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$402,778Amt

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