BETA

ALDERBAUGH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-09
IRS object ID
201741299349101329
Schema version
2016v3.0
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)
Return2017-05-09T14:27:55-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2159684224PhoneNum
Preparation2017-05-04PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id6A36CA13AE06D1942A6C1A9528B806B6F3FC4756AtSubmissionCreationDeviceId
At Submission Filing Device Id6A36CA13AE06D1942A6C1A9528B806B6F3FC4756AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,992,743FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$57,936DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,936DividendsNetInvstIncmAmt
Total Rev And Expnss$57,936TotalRevAndExpnssAmt
Total Net Invst Incm$57,936TotalNetInvstIncmAmt
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$105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,109ExcessRevenueOverExpensesAmt
Net Investment Income$57,936NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$411,070SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$330,813SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$330,813SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,366,706CorporateStockBOYAmt
Corporate Stock EOY$2,661,930CorporateStockEOYAmt
Corporate Stock EOYFMV$2,661,930CorporateStockEOYFMVAmt
Total Assets BOY$2,777,776TotalAssetsBOYAmt
Total Assets EOY$2,992,743TotalAssetsEOYAmt
Total Assets EOYFMV$2,992,743TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,777,776UnrestrictedBOYAmt
Unrestricted EOY$2,992,743UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,777,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,992,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,777,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,992,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,777,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,109ExcessRevenueOverExpensesAmt
Other Increases$265,076OtherIncreasesAmt
Subtotal$2,992,743SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,992,743TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$122,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,815,668NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043329DistributionYr1Rt
Adjusted Qlfy Distri Yr2$66,550AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,778,615NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.023951DistributionYr2Rt
Adjusted Qlfy Distri Yr3$877,020AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,778,481NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.315647DistributionYr3Rt
Adjusted Qlfy Distri Yr4$901,424AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,049,989NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.295550DistributionYr4Rt
Adjusted Qlfy Distri Yr5$116,628AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,359,446NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034716DistributionYr5Rt
Total Distribution0.713193TotalDistributionRt
Average Distribution0.142639AverageDistributionRt
Net Vl Noncharitable Assets$2,841,981NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$405,377AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$579NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$405,956AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,159InvestmentIncomeExciseTaxAmt
Subtotal$1,159SubtotalAmt
Tax Based On Investment Income$1,159TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Overpayment$841OverpaymentAmt
Applied To ES Tax$841AppliedToESTaxAmt

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 ROAD 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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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$2,514,318AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$370,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,885,260TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,885,260AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,279CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,841,981NetVlNoncharitableAssetsAmt
Minimum Investment Return$142,099MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$142,099MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,159TaxBasedOnInvestmentIncomeAmt
Total Tax$1,159TotalTaxAmt
Distributable Before Adj$140,940DistributableBeforeAdjAmt
Distributable Before Ded$140,940DistributableBeforeDedAmt
Distributable As Adjusted$140,940DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,000ExpensesAndContributionsAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$105,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,940DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$775,738ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$739,056ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,514,794TotalExcessDistributionCyovAmt
Qualifying Distributions$105,000QualifyingDistributionsAmt
Applied To Current Year$105,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$35,940ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$35,940ExcessDistributionCyovAppCYAmt
Total Corpus$1,478,854TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,478,854ExcessDistriCyovToNextYrAmt
Excess From Year4$739,798ExcessFromYear4Amt
Excess From Year3$739,056ExcessFromYear3Amt

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
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGE SCHOOL
NEWTOWN LANGHORNE ROADNEWTOWNPA18940COURSE DEVELOPMENT$5,000
HARVARD UNIVERSITY
86 BRATTLECAMBRIDGEMA02138SCHOLARSHIP$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,936ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$57,936ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,936TotalIncomeProducingActyAmt

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$776,718$776,718
VANGUARD SMALL-CAP$952,429$952,429
VANGUARD 500 INDEX$932,783$932,783

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$265,076Amt

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