BETA

ALDERBAUGH FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ALDERBAUGH FOUNDATION (EIN 23-2173929)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201531319349101363
Schema version
2014v5.0
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)
Return2015-05-11T10:33:52-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line1444 S STATE ST STE B2AddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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 Line1C/O BEE BERGVALL CO 444 S STATAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID B H DENOONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2159684224PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BURTON CPAPreparerPersonNm
PTINP00145999PTIN
Phone2159684224PhoneNum
Preparation2015-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,939,345FMVAssetsEOYAmt
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$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,785DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,785DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$220,675NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$320,838GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$220,675CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$270,487TotalRevAndExpnssAmt
Total Net Invst Incm$270,487TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,590TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,590TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$202,347ExcessRevenueOverExpensesAmt
Net Investment Income$268,897NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$286,415SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$522,120SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$522,120SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,416,096CorporateStockBOYAmt
Corporate Stock EOY$2,417,225CorporateStockEOYAmt
Corporate Stock EOYFMV$2,417,225CorporateStockEOYFMVAmt
Total Assets BOY$2,702,511TotalAssetsBOYAmt
Total Assets EOY$2,939,345TotalAssetsEOYAmt
Total Assets EOYFMV$2,939,345TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,702,511UnrestrictedBOYAmt
Unrestricted EOY$2,939,345UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,702,511TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,939,345TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,702,511TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,939,345TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,702,511TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$202,347ExcessRevenueOverExpensesAmt
Other Increases$34,487OtherIncreasesAmt
Subtotal$2,939,345SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,939,345TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyALLERGAN INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-11-11AcquiredDt
Sold2014-06-17SoldDt
Gross Sales Price$320,838GrossSalesPriceAmt
Cost Or Other Basis$100,163CostOrOtherBasisAmt
Gain Or Loss$220,675GainOrLossAmt
Gains Minus Excess Or Losses$220,675GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$220,675CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$877,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,778,481NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.315647DistributionYr1Rt
Adjusted Qlfy Distri Yr2$901,424AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,049,989NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.295550DistributionYr2Rt
Adjusted Qlfy Distri Yr3$116,628AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,359,446NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034716DistributionYr3Rt
Adjusted Qlfy Distri Yr4$166,106AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,226,671NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051479DistributionYr4Rt
Adjusted Qlfy Distri Yr5$199,027AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,087,182NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064469DistributionYr5Rt
Total Distribution0.761861TotalDistributionRt
Average Distribution0.152372AverageDistributionRt
Net Vl Noncharitable Assets$2,778,615NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$423,383AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,689NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$426,072AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$66,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,378InvestmentIncomeExciseTaxAmt
Subtotal$5,378SubtotalAmt
Tax Based On Investment Income$5,378TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,320EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,320TotalPaymentsAndCreditsAmt
Tax Due$3,058TaxDueAmt

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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
444 S STATENEWTOWNPA18940FOUNDATION M2.00$0$0$0
DAVID BH DENOON
444 S STATENEWTOWNPA18940DIRECTOR4.00$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$2,416,661AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$404,268AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,820,929TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,820,929AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,314CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,778,615NetVlNoncharitableAssetsAmt
Minimum Investment Return$138,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$138,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,378TaxBasedOnInvestmentIncomeAmt
Total Tax$5,378TotalTaxAmt
Distributable Before Adj$133,553DistributableBeforeAdjAmt
Distributable Before Ded$133,553DistributableBeforeDedAmt
Distributable As Adjusted$133,553DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,550ExpensesAndContributionsAmt
Qualifying Distributions$66,550QualifyingDistributionsAmt
Adjusted Qualifying Distri$66,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$133,553DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$860,681ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$739,056ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,599,737TotalExcessDistributionCyovAmt
Qualifying Distributions$66,550QualifyingDistributionsAmt
Applied To Current Year$66,550AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$67,003ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$67,003ExcessDistributionCyovAppCYAmt
Total Corpus$1,532,734TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,532,734ExcessDistriCyovToNextYrAmt
Excess From Year2$793,678ExcessFromYear2Amt
Excess From Year1$739,056ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBEE BERGVALL CORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1444 S STATE STREETAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2159684224RecipientPhoneNum
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WRIGHTSTOWN FRIENDS MEETING
RT 413WRIGHTSTOWNPA18940FACILITIES IMPROVEMENT$5,000
GEORGE SCHOOL
RT 413NEWTOWNPA18940FACILITIES FUND$16,000
BUCKINGHAM FRIENDS SCHOOL
5684 YORK RDLAHASKAPA18931CURRICULUM IMPROVEMENT$41,000
WRIGHTSTOWN FRIENDS
RT 413WRIGHTSTOWNPA18940ACCESS ROAD IMPROVEMENTS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,785ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$220,675ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$270,487ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$270,487TotalIncomeProducingActyAmt

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
Net Investment Income$1,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,550DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO$759,540$759,540
VANGUARD SMALL-CAP$835,500$835,500
VANGUARD 500 INDEX$822,185$822,185

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVERTISING$40$40

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$34,487Amt

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