efile Public Visual Render
ObjectId: 201741299349101204 - Submission: 2017-05-09
TIN: 54-2014941
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Information about Form 990-PF and its instructions is at
www.irs.gov/form990pf
.
OMB No. 1545-0052
20
16
Open to Public Inspection
For calendar year 2016, or tax year beginning
01-01-2016
, and ending
12-31-2016
Name of foundation
ALLSTADT HARDIN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
18 MAIN STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COOPERSTOWN
,
NY
13326
A Employer identification number
54-2014941
B
Telephone number (see instructions)
(607) 547-7011
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here .............
2.
Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year
(from Part II, col. (c),
line 16)
$
1,322,122
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
Sch. B
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
18,797
18,797
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
411,551
b
Gross sales price for all assets on line 6a
856,383
7
Capital gain net income (from Part IV, line 2)
...
411,551
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
430,348
430,348
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,900
c
Other professional fees (attach schedule)
....
3,889
3,889
17
Interest
...............
86
86
18
Taxes (attach schedule) (see instructions)
...
3,887
3,887
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
250
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
13,012
7,862
0
25
Contributions, gifts, grants paid
.......
70,144
70,144
26
Total expenses and disbursements.
Add lines 24 and 25
83,156
7,862
70,144
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
347,192
b
Net investment income
(if negative, enter -0-)
422,486
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2016)
Page 2
Form 990-PF (2016)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
33,001
23,405
23,405
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,240,661
1,298,717
1,298,717
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,273,662
1,322,122
1,322,122
17
Accounts payable and accrued expenses
..........
18
Grants payable
..................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
25
25
23
Total liabilities
(add lines 17 through 22)
.........
25
25
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
1,273,637
1,322,097
28
Paid-in or capital surplus, or land, bldg., and equipment fund
29
Retained earnings, accumulated income, endowment, or other funds
30
Total net assets or fund balances
(see instructions)
.....
1,273,637
1,322,097
31
Total liabilities and net assets/fund balances
(see instructions)
.
1,273,662
1,322,122
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
1,273,637
2
Enter amount from Part I, line 27a
.....................
2
347,192
3
Other increases not included in line 2 (itemize)
3
79,744
4
Add lines 1, 2, and 3
..........................
4
1,700,573
5
Decreases not included in line 2 (itemize)
5
378,476
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
1,322,097
Form
990-PF
(2016)
Page 3
Form 990-PF (2016)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
1518.219-PIMCO LOW DURATION INSTITUT
P
2014-02-28
2016-09-08
b
0.737-ISHARES RUSSELL MIDCAP GROWTH
P
2014-09-30
2016-08-25
c
2.451-ISHARES RUSSELL 2000 VALUE ETF
P
2010-09-29
2016-03-18
d
2.363-ISHARES RUSSELL 2000 VALUE ETF
P
2009-09-28
2016-08-25
e
200-ISHARES RUSSELL 1000 GROWTH ETF
P
2009-02-03
2016-04-18
2.671-ISHARES RUSSELL 1000 GROWTH ET
P
2013-12-30
2016-03-18
4.489-ISHARES RUSSELL 2000 VALUE ETF
P
2015-12-31
2016-08-25
1.273-ISHARES RUSSELL MIDCAP GROWTH
P
2012-09-28
2016-08-25
2.989-ISHARES RUSSELL MIDCAP GROWTH
P
2012-12-26
2016-08-25
4.346-ISHARES RUSSELL 2000 VALUE ETF
P
2009-12-30
2016-03-18
1.066-ISHARES RUSSELL 2000 VALUE ETF
P
2008-03-28
2016-03-18
3.211-ISHARES RUSSELL 1000 GROWTH ET
P
2012-07-02
2016-03-18
2.751-ISHARES RUSSELL 1000 GROWTH ET
P
2013-07-09
2016-03-18
2.216-ISHARES RUSSELL 2000 VALUE ETF
P
2015-10-01
2016-08-25
0.891-ISHARES RUSSELL MIDCAP GROWTH
P
2013-12-30
2016-08-25
5.209-ISHARES RUSSELL MIDCAP GROWTH
P
2008-12-30
2016-08-25
3.548-ISHARES RUSSELL 2000 VALUE ETF
P
2013-07-09
2016-03-18
6.554-ISHARES RUSSELL 2000 VALUE ETF
P
2008-12-30
2016-08-25
2.354-ISHARES RUSSELL 1000 GROWTH ET
P
2014-03-31
2016-03-18
2.367-ISHARES RUSSELL 1000 GROWTH ET
P
2013-09-30
2016-03-18
0.209-ISHARES RUSSELL 2000 VALUE ETF
P
2015-10-01
2016-08-30
2.51-ISHARES RUSSELL MIDCAP GROWTH
P
2008-09-30
2016-08-25
3.421-ISHARES RUSSELL MIDCAP GROWTH
P
2009-07-09
2016-08-25
4.568-ISHARES RUSSELL 2000 VALUE ETF
P
2012-07-02
2016-03-18
4.037-ISHARES RUSSELL 2000 VALUE ETF
P
2014-12-31
2016-03-18
2.471-ISHARES RUSSELL 1000 GROWTH ET
P
2013-04-01
2016-03-18
6.933-ISHARES RUSSELL 1000 GROWTH ET
P
2015-03-31
2016-04-18
6.286-ISHARES RUSSELL 1000 GROWTH ET
P
2015-10-01
2016-04-18
2.753-ISHARES RUSSELL MIDCAP GROWTH
P
2009-09-28
2016-08-25
1.023-ISHARES RUSSELL MIDCAP GROWTH
P
2012-07-02
2016-08-25
4.174-ISHARES RUSSELL 2000 VALUE ETF
P
2008-07-09
2016-03-18
0.155-ISHARES RUSSELL 2000 VALUE ETF
P
2015-01-12
2016-08-25
688.097-ISHARES RUSSELL 1000 GROWTH
P
2009-02-03
2016-03-18
194.301-BROWN CAPITAL MGT SMALL COMP
P
2011-07-13
2016-09-08
8.165-ISHARES RUSSELL 1000 GROWTH ET
P
2015-12-31
2016-04-18
1.055-ISHARES RUSSELL MIDCAP GROWTH
P
2014-07-09
2016-08-25
1669.433-ISHARES RUSSELL 1000 VALUE
P
2008-10-10
2016-03-18
2.273-ISHARES RUSSELL 2000 VALUE ETF
P
2014-03-31
2016-03-18
2.116-ISHARES RUSSELL 2000 VALUE ETF
P
2014-09-30
2016-03-18
306-ISHARES RUSSELL 1000 GROWTH ETF
P
2009-02-03
2016-03-18
0.42-ISHARES RUSSELL MIDCAP GROWTH
P
2015-10-01
2016-08-25
0.89-ISHARES RUSSELL 1000 GROWTH ETF
P
2015-10-01
2016-04-21
342.562-ISHARES RUSSELL MIDCAP GROWT
P
2005-10-17
2016-08-25
200-ISHARES RUSSELL 1000 VALUE ETF
P
2008-10-10
2016-03-18
2.604-ISHARES RUSSELL 2000 VALUE ETF
P
2008-09-30
2016-03-18
2.077-ISHARES RUSSELL 2000 VALUE ETF
P
2013-09-30
2016-03-18
2.927-ISHARES RUSSELL 1000 GROWTH ET
P
2012-09-28
2016-03-18
1.213-ISHARES RUSSELL MIDCAP GROWTH
P
2016-03-30
2016-08-25
7.543-ISHARES RUSSELL 1000 GROWTH ET
P
2015-07-09
2016-04-18
0.885-ISHARES RUSSELL MIDCAP GROWTH
P
2014-03-31
2016-08-25
400-ISHARES RUSSELL 1000 VALUE ETF
P
2008-10-10
2016-04-18
2.678-ISHARES RUSSELL 2000 VALUE ETF
P
2011-09-29
2016-08-25
542.608-ISHARES RUSSELL 2000 VALUE E
P
2006-05-15
2016-03-18
7.912-ISHARES RUSSELL 1000 GROWTH ET
P
2014-07-09
2016-03-18
0.404-ISHARES RUSSELL MIDCAP GROWTH
P
2015-10-01
2016-08-30
4.092-ISHARES RUSSELL 1000 GROWTH ET
P
2016-03-30
2016-04-18
3.552-ISHARES RUSSELL MIDCAP GROWTH
P
2009-03-30
2016-08-25
640-ISHARES RUSSELL 1000 VALUE ETF
P
2008-10-10
2016-04-18
0.746-ISHARES RUSSELL 2000 VALUE ETF
P
2011-09-29
2016-03-18
2.672-ISHARES RUSSELL 2000 VALUE ETF
P
2007-07-05
2016-03-18
8.063-ISHARES RUSSELL 1000 GROWTH ET
P
2014-12-31
2016-03-18
0.967-ISHARES RUSSELL MIDCAP GROWTH
P
2016-07-12
2016-08-25
0.878-ISHARES RUSSELL MIDCAP GROWTH
P
2015-07-09
2016-08-25
456-ISHARES RUSSELL 1000 VALUE ETF
P
2008-10-10
2016-04-18
3.636-ISHARES RUSSELL 2000 VALUE ETF
P
2009-03-30
2016-08-25
3.595-ISHARES RUSSELL 2000 VALUE ETF
P
2015-07-09
2016-08-25
4.802-ISHARES RUSSELL 1000 GROWTH ET
P
2012-12-26
2016-03-18
1.173-ISHARES RUSSELL MIDCAP GROWTH
P
2015-12-31
2016-08-25
0.843-ISHARES RUSSELL MIDCAP GROWTH
P
2013-04-01
2016-08-25
194.433-ISHARES RUSSELL 1000 VALUE E
P
2008-10-10
2016-04-18
3.554-ISHARES RUSSELL 2000 VALUE ETF
P
2010-07-09
2016-08-25
7.464-ISHARES RUSSELL 2000 VALUE ETF
P
2012-12-26
2016-03-18
600-ISHARES RUSSELL 1000 GROWTH ETF
P
2009-02-03
2016-04-18
13.916-ISHARES RUSSELL 1000 VALUE ET
P
2016-03-30
2016-04-18
0.727-ISHARES RUSSELL MIDCAP GROWTH
P
2015-03-31
2016-08-25
238.567-ISHARES RUSSELL 1000 VALUE E
P
2008-10-10
2016-03-18
3.559-ISHARES RUSSELL 2000 VALUE ETF
P
2012-09-28
2016-03-18
3.544-ISHARES RUSSELL 2000 VALUE ETF
P
2014-07-09
2016-03-18
179.981-ISHARES RUSSELL 1000 GROWTH
P
2009-02-03
2016-04-18
0.535-ISHARES RUSSELL 1000 VALUE ETF
P
2016-03-30
2016-04-21
1.276-ISHARES RUSSELL MIDCAP GROWTH
P
2014-12-31
2016-08-25
600-ISHARES RUSSELL 1000 VALUE ETF
P
2008-10-10
2016-04-18
3.978-ISHARES RUSSELL 2000 VALUE ETF
P
2013-12-30
2016-03-18
4.131-ISHARES RUSSELL 2000 VALUE ETF
P
2008-01-03
2016-03-18
14.019-ISHARES RUSSELL 1000 GROWTH E
P
2009-02-03
2016-03-18
29.651-ISHARES RUSSELL 1000 VALUE ET
P
2015-12-31
2016-04-18
0.775-ISHARES RUSSELL MIDCAP GROWTH
P
2013-07-09
2016-08-25
2335.368-ARTISAN MID CAP VALUE FUND
P
2016-01-28
2016-01-28
3.958-ISHARES RUSSELL 2000 VALUE ETF
P
2009-07-09
2016-08-25
4.619-ISHARES RUSSELL 2000 VALUE ETF
P
2011-12-29
2016-03-18
100-ISHARES RUSSELL 1000 GROWTH ETF
P
2009-02-03
2016-04-18
275.672-OAKMARK FUND I
P
2016-11-21
2016-11-21
0.868-ISHARES RUSSELL MIDCAP GROWTH
P
2013-09-30
2016-08-25
2.589-ISHARES RUSSELL 2000 VALUE ETF
P
2015-03-31
2016-08-25
1.79-ISHARES RUSSELL 2000 VALUE ETF
P
2010-03-30
2016-03-18
4.629-ISHARES RUSSELL 2000 VALUE ETF
P
2010-12-29
2016-03-18
6.355-ISHARES RUSSELL 1000 GROWTH ET
P
2014-09-30
2016-03-18
0.213-ISHARES RUSSELL 2000 VALUE ETF
P
2016-07-12
2016-08-25
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
14,970
15,734
-764
b
72
65
7
c
228
150
78
d
246
133
113
e
20,274
7,190
13,084
264
228
36
467
420
47
125
79
46
293
187
106
405
257
148
99
72
27
317
202
115
272
204
68
230
199
31
87
75
12
511
154
357
330
313
17
682
300
382
232
203
29
234
186
48
22
19
3
246
108
138
336
118
218
425
320
105
376
415
-39
244
176
68
703
691
12
637
582
55
270
116
154
100
60
40
389
253
136
16
16
67,960
24,737
43,223
15,000
11,350
3,650
828
824
4
104
93
11
166,201
77,342
88,859
212
227
-15
197
200
-3
30,222
11,004
19,218
41
37
4
90
82
8
33,630
14,940
18,690
19,911
9,262
10,649
243
174
69
193
191
2
289
196
93
119
110
9
765
744
21
87
76
11
40,125
18,504
21,621
279
158
121
50,532
39,303
11,229
781
717
64
40
36
4
415
405
10
349
111
238
64,199
29,606
34,593
69
44
25
249
224
25
796
780
16
95
93
2
86
84
2
45,742
21,095
24,647
378
148
230
374
359
15
474
314
160
115
109
6
83
59
24
19,504
8,996
10,508
370
204
166
695
560
135
60,822
21,570
39,252
1,396
1,363
33
71
72
-1
23,751
11,039
12,712
331
265
66
330
360
-30
18,245
6,470
11,775
54
52
2
125
120
5
60,187
27,750
32,437
370
395
-25
385
292
93
1,385
504
881
2,974
2,935
39
76
57
19
40,115
45,949
-5,834
412
176
236
430
304
126
10,137
3,595
6,542
20,000
17,455
2,545
85
68
17
269
268
1
167
115
52
431
331
100
628
583
45
22
21
1
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-764
b
7
c
78
d
113
e
13,084
36
47
46
106
148
27
115
68
31
12
357
17
382
29
48
3
138
218
105
-39
68
12
55
154
40
136
43,223
3,650
4
11
88,859
-15
-3
19,218
4
8
18,690
10,649
69
2
93
9
21
11
21,621
121
11,229
64
4
10
238
34,593
25
25
16
2
2
24,647
230
15
160
6
24
10,508
166
135
39,252
33
-1
12,712
66
-30
11,775
2
5
32,437
-25
93
881
39
19
-5,834
236
126
6,542
2,545
17
1
52
100
45
1
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
411,551
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
-3,010
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2015
80,687
1,333,876
0.060491
2014
84,804
1,006,416
0.084263
2013
75,782
716,826
0.105719
2012
68,277
461,002
0.148106
2011
60,643
495,132
0.122478
2
Total
of line 1, column (d)
.....................
2
0.521057
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.104211
4
Enter the net value of noncharitable-use assets for 2016 from Part X, line 5
......
4
1,273,493
5
Multiply line 4 by line 3
......................
5
132,712
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
4,225
7
Add lines 5 and 6
........................
7
136,937
8
Enter qualifying distributions from Part XII, line 4
,.............
8
70,144
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2016)
Page 4
Form 990-PF (2016)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
8,450
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
8,450
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
8,450
6
Credits/Payments:
a
2016 estimated tax payments and 2015 overpayment credited to 2016
6a
3,395
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,395
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
5,055
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2017 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2016 or the taxable year beginning in 2016 (see instructions for Part XIV)?
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2016)
Page 5
Form 990-PF (2016)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions)
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement (see instructions)
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
LOU ALLSTADT MELINDA HARDIN
Telephone no.
(607) 547-7011
Located at
18 MAIN STREET
COOPERSTOWN
NY
ZIP+4
133261331
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—Check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2016, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
16
No
See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)?
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2016?
.............
1c
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2016, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2016?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2016 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2016.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2016?
4b
No
Form
990-PF
(2016)
Page 6
Form 990-PF (2016)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(Continued)
5a
During the year did the foundation pay or incur any amount to:
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? (see instructions)
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)?
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
Form
990-PF
(2016)
Page 7
Form 990-PF (2016)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
LOUIS W ALLSTADT
PRESIDENT
0.50
0
0
0
18 MAIN STREET
COOPERSTOWN
,
NY
13326
MELINDA G HARDIN
VP/SECRETARY
10.00
0
0
0
18 MAIN STREET
COOPERSTOWN
,
NY
13326
MAX H ALLSTADT
DIRECTOR
0.50
0
0
0
612 OCEAN AVENUE
APARTMENT 4H
BROOKLYN
,
NY
11226
JOHN A ALLSTADT
DIRECTOR
0.50
0
0
0
820 CHELTENHAM ROAD
SANTA BARBARA
,
CA
93105
SARA HARDIN-ALLSTADT WEBB
DIRECTOR
0.50
0
0
0
1211 ALLENHURST AVENUE
OCEAN
,
NJ
07712
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2016)
Page 8
Form 990-PF (2016)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
1,259,562
b
Average of monthly cash balances
.......................
1b
33,324
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,292,886
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
1,292,886
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
19,393
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,273,493
6
Minimum investment return.
Enter 5% of line 5
..................
6
63,675
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
63,675
2a
Tax on investment income for 2016 from Part VI, line 5
......
2a
8,450
b
Income tax for 2016. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,450
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
55,225
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
55,225
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
55,225
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
70,144
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
70,144
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b (see instructions)
.................
5
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
70,144
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2016)
Page 9
Form 990-PF (2016)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2015
(c)
2015
(d)
2016
1
Distributable amount for 2016 from Part XI, line 7
55,225
2
Undistributed income, if any, as of the end of 2016:
a
Enter amount for 2015 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2016:
a
From 2011
......
36,410
b
From 2012
......
46,393
c
From 2013
......
44,401
d
From 2014
......
38,960
e
From 2015
......
15,041
f
Total
of lines 3a through e
........
181,205
4
Qualifying distributions for 2016 from Part
XII, line 4:
$
70,144
a
Applied to 2015, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2016 distributable amount
.....
55,225
e
Remaining amount distributed out of corpus
14,919
5
Excess distributions carryover applied to 2016.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
196,124
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2015. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2016. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2017
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2011 not
applied on line 5 or line 7 (see instructions)
...
36,410
9
Excess distributions carryover to 2017.
Subtract lines 7 and 8 from line 6a
......
159,714
10
Analysis of line 9:
a
Excess from 2012
....
46,393
b
Excess from 2013
....
44,401
c
Excess from 2014
....
38,960
d
Excess from 2015
....
15,041
e
Excess from 2016
....
14,919
Form
990-PF
(2016)
Page 10
Form 990-PF (2016)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2016, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2016
(b)
2015
(c)
2014
(d)
2013
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2016)
Page 11
Form 990-PF (2016)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
CHERRY VALLEY COMMUNITY HEAL
2 MAIN STREET-2 MAIN STRE
CHERRY VALLEY
,
NY
13320
COMMUNITY
250
FENIMORE ART MUSEUM
5798 NEW YORK 80-5798 NEW
COOPERSTOWN
,
NY
13326
ARTS
2,500
GLIMMERGLASS FESTIVAL
PO BOX 191-PO BOX 191
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
2,500
OTSEGO LAND TRUST
101 MAIN ST-101 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ENVIRONMENT
250
COOPERSTOWN ART ASSOCIATION
22 MAIN ST-22 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
250
JHU NEUROLOGY
750 EAST PRATT STREET 17
BALTIMORE
,
MD
21202
MEDICAL
1,000
NEW YORK STATE SHERIFFS ASSO
27 ELK STREET-27 ELK STRE
ALBANY
,
NY
12207
COMMUNITY
100
TOWN OF MIDDLEFIELD HISTORIC
PO BOX 348-PO BOX 348
COOPERSTOWN
,
NY
13326
COMMUNITY
100
OTSEGO COUNTY DEPUTY SHERIFF
172 COUNTY HWY 32-172 COU
COOPERSTOWN
,
NY
13326
COMMUNITY
250
BROOKWOOD SCHOOL
687 COUNTY ROUTE 59-687 C
COOPERSTOWN
,
NY
13326
EDUCATION
500
COLLEGE OF ONEONTA FOUNDATIO
108 RAVINE PARKWAY-108 RA
ONEONTA
,
NY
13820
EDUCATION
100
SAVE THE CHILDREN
54 WILTON RD-54 WILTON RD
WESTPORT
,
CT
06880
SOCIAL
2,500
OTSEGO 2000
101 MAIN ST-101 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ENVIRONMENT
250
THE FRESH AIR FUND
633 3RD AVENUE 14-633 3R
NEW YORK
,
NY
10017
ENVIRONMENT
250
SOUTH COUNTY MUSEUM
115 STRATHMORE ST-115 STR
NARRAGANSETT
,
RI
02882
SOCIAL
250
COOPERSTOWN SUMMER MUSIC FES
242 MAIN STREET-242 MAIN
ONEONTA
,
NY
13820
ARTS
2,500
UNION OF CONCERNED SCIENTIST
2 BRATTLE SQUARE-2 BRATTL
CAMBRIDGE
,
MA
02138
ENVIRONMENT
500
SUSQUEHANNA ANIMAL SHELTER
4841 NY-28-4841 NY-28
COOPERSTOWN
,
NY
13326
COMMUNITY
500
GLIMMERGLASS FESTIVAL
PO BOX 191-PO BOX 191
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
1,000
COOPERSTOWN FIRE DEPARTMENT
24 CHESTNUT ST-24 CHESTNU
COOPERSTOWN
,
NY
13326
COMMUNITY
100
NYSHA
PO BOX 3068-PO BOX 3068
KINGSTON
,
NY
12402
COMMUNITY
1,374
THE SMITHY PIONEER GALLERY
55 PIONEER STREET 1 OSTE
COOPERSTOWN
,
NY
13326
COMMUNITY
70
HYDE HALL INC
PO BOX 721-PO BOX 721
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
500
JOHN MAY FARM SAFETY FUND
1 ATWELL ROAD-1 ATWELL RO
COOPERSTOWN
,
NY
13326
ENVIRONMENT
1,000
PATHFINDER VILLAGE FOUNDATIO
3 CHENANGO RD-3 CHENANGO
EDMESTON
,
NY
13335
COMMUNITY/SOCIAL
500
PATHFINDER VILLAGE FOUNDATIO
3 CHENANGO RD-3 CHENANGO
EDMESTON
,
NY
13335
COMMUNITY/SOCIAL
1,000
WAMC
318 CENTRAL AVE-318 CENT
ALBANY
,
NY
12206
COMMUNITY/ARTS
250
EARTHJUSTICE
50 CALIFORNIA ST SUITE 5
SAN FRANCISCO
,
CA
94111
ENVIRONMENT
1,000
JOHN MAY FARM SAFETY FUND
1 ATWELL ROAD-1 ATWELL RO
COOPERSTOWN
,
NY
13326
ENVIRONMENT
1,500
LITTLE DELAWARE YOUTH ENSEMB
PO BOX 206-PO BOX 206
ONEONTA
,
NY
13820
COMMUNITY
250
GREATER NORWICH FOUNDATION
52 S BROAD STREET-52 S BR
NORWICH
,
NY
13815
COMMUNITY
100
GREATER NORWICH FOUNDATION
52 S BROAD STREET-52 S BR
NORWICH
,
NY
13815
COMMUNITY
100
LAKE AND VALLEY GARDEN CLUB
242 MAIN STREET-242 MAIN
ONEONTA
,
NY
13820
COMMUNITY
70
OTSEGO 2000
101 MAIN ST-101 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ENVIRONMENT
100
THE NATIONAL WORLD WAR II MU
945 MAGAZINE STREET-945 M
NEW ORLEANS
,
LA
70130
COMMUNITY
100
FOOD AND WATER WATCH
1616 P STREET SUITE 300-
WASHINGTON
,
DC
20036
ENVIRONMENT
2,500
COOPERSTOWN ART ASSOCIATION
22 MAIN ST-22 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
80
CHRIST CHURCH
46 RIVER ST-46 RIVER ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
250
FRIENDS OF THE VILLAGE LIBRA
22 MAIN STREET PO BOX 661
COOPERSTOWN
,
NY
13326
COMMUNITY
250
ALS ASSOCIATION DCMD
7507 STANDISH PLACE-7507
ROCKVILLE
,
MD
20855
COMMUNITY
750
COMMON CAUSE EDUCATION FUND
805 15TH STREET NW 8TH
WASHINGTON
,
DC
20005
EDUCATION
1,000
FAMILY PLANNING OF SOUTH CEN
117 HAWLEY ST-117 HAWLEY
BINGHAMTON
,
NY
13901
COMMUNITY/SOCIAL
10,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE-400 WA
MONTGOMERY
,
AL
36104
SOCIAL
250
COOPERSTOWN PRESBYTERIAN CHU
25 CHURCH ST-25 CHURCH S
COOPERSTOWN
,
NY
13326
COMMUNITY
500
COOPERSTOWN COMMUNITY CHRIST
PO BOX 428-PO BOX 428
COOPERSTOWN
,
NY
13326
COMMUNITY
150
WOUNDED WARRIOR PROJECT
4899 BELFORT RD SUITE 30
JACKSONVILLE
,
FL
32256
COMMUNNITY
250
ACLU FOUNDATION
125 BROAD ST 18TH FLOOR-
NEW YORK
,
NY
10004
SOCIAL
1,000
AMERICANS UNITED FOR SEPARAT
1901 L STREET NW SUITE 4
WASHINGTON
,
DC
20036
SOCIAL
1,000
ANERA
1111 14TH ST NW SUITE 40
WASHINGTON
,
DC
20005
SOCIAL
250
AS YOU SOW
1611 TELEGRAPH AVENUE SU
OAKLAND
,
CA
94612
COMMUNITY
500
BREAST CANCER ALLIANCE
48 MAPLE AVE-48 MAPLE AVE
GREENWICH
,
CT
06830
MEDICAL
500
BRIDGE TO SKATE
2064 FEDERAL AVE-2064 FED
COSTA MESA
,
CA
92627
COMMUNITY
150
CENTER FOR SCIENCE IN THE PU
1220 L STREET NW SUITE
WASHINGTON
,
DC
20005
EDUCATION
500
CHARITY NAVIGATOR
PO BOX 6002-PO BOX 60
BELLMAWR
,
NJ
08099
COMMUNITY
250
CHOKGYUR LINGPA FOUNDATION
412 GLIMMERGLEN ROAD-412
COOPERSTOWN
,
NY
13326
COMMUNITY
100
CHURCH OF THE LARGER FELLOWS
25 BEACON ST-25 BEACON S
BOSTON
,
MA
02108
CHURCH
100
MOTHER JONES FOUNDATION FOR
222 SUTTER STREET SUITE
SAN FRANCISCO
,
CA
94108
COMMUNITY
500
NATURAL RESOURCES DEFENSE CO
40 WEST 20TH STREET 11TH
NEW YORK
,
NY
10011
ENVIRONMENT
1,000
OCCA
101 MAIN STREET-101 MAIN
COOPERSTOWN
,
NY
13326
COMMUNITY
1,000
COOPERSTOWN FIRE DEPARTMENT
24 CHESTNUT ST-24 CHESTNU
COOPERSTOWN
,
NY
13326
COMMUNITY
250
COOPERSTOWN FOOD PANTRY
25 CHURCH ST-25 CHURCH S
COOPERSTOWN
,
NY
13326
COMMUNITY/SOCIAL
1,000
COOPERSTOWN FRIENDS OF THE P
PO BOX 191-PO BOX 191
COOPERSTOWN
,
NY
13326
COMMUNITY/ARTS
100
COOPERSTOWN GRADUATE PROGRAM
PO BOX 800-PO BOX 800
COOPERSTOWN
,
NY
13326
EDUCATION
500
DEFENDERS OF WILDLIFE
1130 17TH STREET NW-1130
WASHINGTON
,
DC
20036
ENVIRONMENT
250
FRIENDS OF BASSETT
ONE ATWELL ROAD-ONE ATWEL
COOPERSTOWN
,
NY
13326
MEDICAL
5,000
JANE GOODALL INSTITUTE
PO BOX 620429-PO BOX 6204
ATLANTA
,
GA
30362
ENVIRONMENT
250
OTSEGO 2000
101 MAIN ST-101 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ENVIRONMENT
1,000
OTSEGO LAKE ASSOCIATION
PO BOX 13 SPRINGFIELD CE
SPRINGFIELD CENTER
,
NY
13468
COMMUNITY/ENVIRONMENT
500
OTSEGO LAND TRUST
101 MAIN ST-101 MAIN ST
COOPERSTOWN
,
NY
13326
COMMUNITY/ENVIRONMENT
2,000
PANCREATIC
1500 ROSECRANS AVE SUITE
MANHATTAN BEACH
,
CA
90266
MEDICAL
250
PSE HEALTHY ENERGY
PO BOX 6571-PO BOX 65
ITHACA
,
NY
14850
ENVIRONMENT
250
PUBLIC CITIZEN FOUNDATION
1600 20TH ST NW-1600 20T
WASHINGTON
,
DC
20009
COMMUNITY
250
INDIE STREET INSTITUTE
3 WOOLLEY PLACE
WEST LONG BRANCH
,
NJ
07764
COMMUNITY
2,500
SIERRA CLUB FOUNDATION ATLAN
85 SECOND STREET SUITE 7
SAN FRANCISCO
,
CA
94105
ENVIRONMENT
500
SMILE TRAIN
41 MADISON AVE-41 MADISON
NEW YORK
,
NY
10010
SOCIAL
1,000
THE SMITTY
55 PIONEER STREET 1 OSTE
COOPERSTOWN
,
NY
13326
COMMUNITY
250
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE-400 WA
MONTGOMERY
,
AL
36104
SOCIAL
1,000
SPRINGBROOK
37 AVERILL RD-37 AVERILL
COOPERSTOWN
,
NY
13326
COMMUNITY
250
FISTULA FOUNDATION
1900 THE ALAMEDASUITE 50
SAN JOSE
,
CA
95126
MEDICAL/SOCIAL
1,000
TRUTHOUT
PO BOX 276414-PO BOX 2764
SACRAMENTO
,
CA
95827
EDUCATION
100
UNION OF CONCERNED SCIENTIST
2 BRATTLE SQUARE-2 BRATTL
CAMBRIDGE
,
MA
02138
ENVIRONMENT
500
UNITARIAN UNIVERSALIST SERVI
689 MASSACHUSETTS AVENUE-
CAMBRIDGE
,
MA
02139
COMMUNITY
250
USO
PO BOX 96322-PO BOX 96322
WASHINGTON
,
DC
20090
SOCIAL
100
WCNY
PO BOX 2400-PO BOX 2400
SYRACUSE
,
NY
13220
COMMUNITY
250
WINDFALL DUTCH BARN
24 CLINTON AVENUE-24 CLIN
FORT PLAIN
,
NY
13339
COMMUNITY
250
WORLD WILDLIFE FUND
1250 24TH STREET NW-1250
WASHINGTON
,
DC
20090
ENVIRONMENT
250
WSKG
PO BOX 3000-PO BOX 3000
BINGHAMTON
,
NY
13902
EDUCATION
250
LEAGUE OF WOMEN VOTERS EDUCA
1730 M STREET NW SUITE 1
WASHINGTON
,
DC
20036
COMMUNITY
1,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVE-333 SEVEN
NEW YORK
,
NY
10001
MEDICAL/SOCIAL
1,000
TROOP 1254 SCHOLARSHIP FUND (BSA)
1325 WEST WALNUT HILL LAN
IRVING
,
TX
75015
COMMUNITY
150
LWV OF COOPERSTOWN AREA EDUC
62 GRAND ST-62 GRAND ST
ALBANY
,
NY
12207
EDUCATION
200
LWVNY S EDUCATION FUND
62 GRAND ST-62 GRAND ST
ALBANY
,
NY
12207
EDUCATION
250
FOOD AND WATER WATCH
1616 P STREET SUITE 300-
WASHINGTON
,
DC
20036
ENVIRONMENT
100
CITIZENS CLIMATE EDUCATION
1330 ORANGE AVE 300-1330
CORONADO
,
CA
92118
ENVIRONMENT
500
CATSKILL AREA HOSPICE
ONE BIRCHWOOD-ONE BIRCHWO
ONEONTA
,
NY
13820
MEDICAL
500
Total
.................................
3a
70,144
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2016)
Page 12
Form 990-PF (2016)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash investments
...........
4
Dividends and interest from securities
....
18,797
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than inventory
............
411,551
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
430,348
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
430,348
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4
ASSETS HELD FOR FUTURE DISTRIBUTIONS TO CHARITABLE
3
ORGANIZATIONS ARE INVESTED TO PRESERVE PURCHASING POWER.
8
SAME AS LINES 3 AND 4
Form
990-PF
(2016)
Page 13
Form 990-PF (2016)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2017-05-08
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
VICTORIA M TRUMBOWER
Preparer's Signature
Date
2017-05-09
Check if self-
employed
PTIN
P00635207
Firm's name
TRUMBOWER FINANCIAL ADVISORS LLC
Firm's EIN
52-1976296
Firm's address
4800 MONTGOMERY LN STE 300
BETHESDA
,
MD
208143458
Phone no.
(301) 215-8340
Form
990-PF
(2016)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description