Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2016
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, NY13326
A Employer identification number

54-2014941
B Telephone number (see instructions)

(607) 547-7011
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,322,122
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet 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  
Operating and Administrative Expenses 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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 33,001 23,405 23,405
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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 Click to see attachment1,298,717 1,298,717
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
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
Liabilities 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 bullet) Click to see attachment25 Click to see attachment25
23 Total liabilities (add lines 17 through 22)......... 25 25
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
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) bulletClick to see attachment
3
79,744
4
Add lines 1, 2, and 3 ..........................
4
1,700,573
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
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) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 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 ...................
Bracket 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?
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) .....................
20.521057
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 ......
30.104211
4
Enter the net value of noncharitable-use assets for 2016 from Part X, line 5......
41,273,493
5
Multiply line 4 by line 3......................
5132,712
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
64,225
7
Add lines 5 and 6........................
7136,937
8
Enter qualifying distributions from Part XII, line 4,.............
870,144
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,450
hereBulletand 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. 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.......Bullet 9 5,055
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2017 estimated taxBullet   RefundedBullet 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNY
    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 addressbulletN/A
    14
    The books are in care ofbulletLOU ALLSTADT MELINDA HARDIN Telephone no.bullet (607) 547-7011

    Located atbullet18 MAIN STREETCOOPERSTOWNNY ZIP+4bullet133261331
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2016, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet  
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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,NY13326
    MELINDA G HARDIN VP/SECRETARY
    10.00
    0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MAX H ALLSTADT DIRECTOR
    0.50
    0 0 0
    612 OCEAN AVENUE
    APARTMENT 4H
    BROOKLYN,NY11226
    JOHN A ALLSTADT DIRECTOR
    0.50
    0 0 0
    820 CHELTENHAM ROAD
    SANTA BARBARA,CA93105
    SARA HARDIN-ALLSTADT WEBB DIRECTOR
    0.50
    0 0 0
    1211 ALLENHURST AVENUE
    OCEAN,NJ07712
    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...................bullet  
    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.............bullet  
    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.........................bullet  
    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 bullet
    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
    fTotal of lines 3a through e........ 181,205
    4Qualifying distributions for 2016 from Part
    XII, line 4: bullet$ 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).)
    6Enter 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
    9Excess 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....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny 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)
    aPaid during the year
    CHERRY VALLEY COMMUNITY HEAL
    2 MAIN STREET-2 MAIN STRE
    CHERRY VALLEY,NY13320
        COMMUNITY 250
    FENIMORE ART MUSEUM
    5798 NEW YORK 80-5798 NEW
    COOPERSTOWN,NY13326
        ARTS 2,500
    GLIMMERGLASS FESTIVAL
    PO BOX 191-PO BOX 191
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 2,500
    OTSEGO LAND TRUST
    101 MAIN ST-101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 250
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST-22 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 250
    JHU NEUROLOGY
    750 EAST PRATT STREET 17
    BALTIMORE,MD21202
        MEDICAL 1,000
    NEW YORK STATE SHERIFFS ASSO
    27 ELK STREET-27 ELK STRE
    ALBANY,NY12207
        COMMUNITY 100
    TOWN OF MIDDLEFIELD HISTORIC
    PO BOX 348-PO BOX 348
    COOPERSTOWN,NY13326
        COMMUNITY 100
    OTSEGO COUNTY DEPUTY SHERIFF
    172 COUNTY HWY 32-172 COU
    COOPERSTOWN,NY13326
        COMMUNITY 250
    BROOKWOOD SCHOOL
    687 COUNTY ROUTE 59-687 C
    COOPERSTOWN,NY13326
        EDUCATION 500
    COLLEGE OF ONEONTA FOUNDATIO
    108 RAVINE PARKWAY-108 RA
    ONEONTA,NY13820
        EDUCATION 100
    SAVE THE CHILDREN
    54 WILTON RD-54 WILTON RD
    WESTPORT,CT06880
        SOCIAL 2,500
    OTSEGO 2000
    101 MAIN ST-101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 250
    THE FRESH AIR FUND
    633 3RD AVENUE 14-633 3R
    NEW YORK,NY10017
        ENVIRONMENT 250
    SOUTH COUNTY MUSEUM
    115 STRATHMORE ST-115 STR
    NARRAGANSETT,RI02882
        SOCIAL 250
    COOPERSTOWN SUMMER MUSIC FES
    242 MAIN STREET-242 MAIN
    ONEONTA,NY13820
        ARTS 2,500
    UNION OF CONCERNED SCIENTIST
    2 BRATTLE SQUARE-2 BRATTL
    CAMBRIDGE,MA02138
        ENVIRONMENT 500
    SUSQUEHANNA ANIMAL SHELTER
    4841 NY-28-4841 NY-28
    COOPERSTOWN,NY13326
        COMMUNITY 500
    GLIMMERGLASS FESTIVAL
    PO BOX 191-PO BOX 191
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 1,000
    COOPERSTOWN FIRE DEPARTMENT
    24 CHESTNUT ST-24 CHESTNU
    COOPERSTOWN,NY13326
        COMMUNITY 100
    NYSHA
    PO BOX 3068-PO BOX 3068
    KINGSTON,NY12402
        COMMUNITY 1,374
    THE SMITHY PIONEER GALLERY
    55 PIONEER STREET 1 OSTE
    COOPERSTOWN,NY13326
        COMMUNITY 70
    HYDE HALL INC
    PO BOX 721-PO BOX 721
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 500
    JOHN MAY FARM SAFETY FUND
    1 ATWELL ROAD-1 ATWELL RO
    COOPERSTOWN,NY13326
        ENVIRONMENT 1,000
    PATHFINDER VILLAGE FOUNDATIO
    3 CHENANGO RD-3 CHENANGO
    EDMESTON,NY13335
        COMMUNITY/SOCIAL 500
    PATHFINDER VILLAGE FOUNDATIO
    3 CHENANGO RD-3 CHENANGO
    EDMESTON,NY13335
        COMMUNITY/SOCIAL 1,000
    WAMC
    318 CENTRAL AVE-318 CENT
    ALBANY,NY12206
        COMMUNITY/ARTS 250
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 5
    SAN FRANCISCO,CA94111
        ENVIRONMENT 1,000
    JOHN MAY FARM SAFETY FUND
    1 ATWELL ROAD-1 ATWELL RO
    COOPERSTOWN,NY13326
        ENVIRONMENT 1,500
    LITTLE DELAWARE YOUTH ENSEMB
    PO BOX 206-PO BOX 206
    ONEONTA,NY13820
        COMMUNITY 250
    GREATER NORWICH FOUNDATION
    52 S BROAD STREET-52 S BR
    NORWICH,NY13815
        COMMUNITY 100
    GREATER NORWICH FOUNDATION
    52 S BROAD STREET-52 S BR
    NORWICH,NY13815
        COMMUNITY 100
    LAKE AND VALLEY GARDEN CLUB
    242 MAIN STREET-242 MAIN
    ONEONTA,NY13820
        COMMUNITY 70
    OTSEGO 2000
    101 MAIN ST-101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 100
    THE NATIONAL WORLD WAR II MU
    945 MAGAZINE STREET-945 M
    NEW ORLEANS,LA70130
        COMMUNITY 100
    FOOD AND WATER WATCH
    1616 P STREET SUITE 300-
    WASHINGTON,DC20036
        ENVIRONMENT 2,500
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST-22 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 80
    CHRIST CHURCH
    46 RIVER ST-46 RIVER ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 250
    FRIENDS OF THE VILLAGE LIBRA
    22 MAIN STREET PO BOX 661
    COOPERSTOWN,NY13326
        COMMUNITY 250
    ALS ASSOCIATION DCMD
    7507 STANDISH PLACE-7507
    ROCKVILLE,MD20855
        COMMUNITY 750
    COMMON CAUSE EDUCATION FUND
    805 15TH STREET NW 8TH
    WASHINGTON,DC20005
        EDUCATION 1,000
    FAMILY PLANNING OF SOUTH CEN
    117 HAWLEY ST-117 HAWLEY
    BINGHAMTON,NY13901
        COMMUNITY/SOCIAL 10,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE-400 WA
    MONTGOMERY,AL36104
        SOCIAL 250
    COOPERSTOWN PRESBYTERIAN CHU
    25 CHURCH ST-25 CHURCH S
    COOPERSTOWN,NY13326
        COMMUNITY 500
    COOPERSTOWN COMMUNITY CHRIST
    PO BOX 428-PO BOX 428
    COOPERSTOWN,NY13326
        COMMUNITY 150
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD SUITE 30
    JACKSONVILLE,FL32256
        COMMUNNITY 250
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR-
    NEW YORK,NY10004
        SOCIAL 1,000
    AMERICANS UNITED FOR SEPARAT
    1901 L STREET NW SUITE 4
    WASHINGTON,DC20036
        SOCIAL 1,000
    ANERA
    1111 14TH ST NW SUITE 40
    WASHINGTON,DC20005
        SOCIAL 250
    AS YOU SOW
    1611 TELEGRAPH AVENUE SU
    OAKLAND,CA94612
        COMMUNITY 500
    BREAST CANCER ALLIANCE
    48 MAPLE AVE-48 MAPLE AVE
    GREENWICH,CT06830
        MEDICAL 500
    BRIDGE TO SKATE
    2064 FEDERAL AVE-2064 FED
    COSTA MESA,CA92627
        COMMUNITY 150
    CENTER FOR SCIENCE IN THE PU
    1220 L STREET NW SUITE
    WASHINGTON,DC20005
        EDUCATION 500
    CHARITY NAVIGATOR
    PO BOX 6002-PO BOX 60
    BELLMAWR,NJ08099
        COMMUNITY 250
    CHOKGYUR LINGPA FOUNDATION
    412 GLIMMERGLEN ROAD-412
    COOPERSTOWN,NY13326
        COMMUNITY 100
    CHURCH OF THE LARGER FELLOWS
    25 BEACON ST-25 BEACON S
    BOSTON,MA02108
        CHURCH 100
    MOTHER JONES FOUNDATION FOR
    222 SUTTER STREET SUITE
    SAN FRANCISCO,CA94108
        COMMUNITY 500
    NATURAL RESOURCES DEFENSE CO
    40 WEST 20TH STREET 11TH
    NEW YORK,NY10011
        ENVIRONMENT 1,000
    OCCA
    101 MAIN STREET-101 MAIN
    COOPERSTOWN,NY13326
        COMMUNITY 1,000
    COOPERSTOWN FIRE DEPARTMENT
    24 CHESTNUT ST-24 CHESTNU
    COOPERSTOWN,NY13326
        COMMUNITY 250
    COOPERSTOWN FOOD PANTRY
    25 CHURCH ST-25 CHURCH S
    COOPERSTOWN,NY13326
        COMMUNITY/SOCIAL 1,000
    COOPERSTOWN FRIENDS OF THE P
    PO BOX 191-PO BOX 191
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 100
    COOPERSTOWN GRADUATE PROGRAM
    PO BOX 800-PO BOX 800
    COOPERSTOWN,NY13326
        EDUCATION 500
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW-1130
    WASHINGTON,DC20036
        ENVIRONMENT 250
    FRIENDS OF BASSETT
    ONE ATWELL ROAD-ONE ATWEL
    COOPERSTOWN,NY13326
        MEDICAL 5,000
    JANE GOODALL INSTITUTE
    PO BOX 620429-PO BOX 6204
    ATLANTA,GA30362
        ENVIRONMENT 250
    OTSEGO 2000
    101 MAIN ST-101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 1,000
    OTSEGO LAKE ASSOCIATION
    PO BOX 13 SPRINGFIELD CE
    SPRINGFIELD CENTER,NY13468
        COMMUNITY/ENVIRONMENT 500
    OTSEGO LAND TRUST
    101 MAIN ST-101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 2,000
    PANCREATIC
    1500 ROSECRANS AVE SUITE
    MANHATTAN BEACH,CA90266
        MEDICAL 250
    PSE HEALTHY ENERGY
    PO BOX 6571-PO BOX 65
    ITHACA,NY14850
        ENVIRONMENT 250
    PUBLIC CITIZEN FOUNDATION
    1600 20TH ST NW-1600 20T
    WASHINGTON,DC20009
        COMMUNITY 250
    INDIE STREET INSTITUTE
    3 WOOLLEY PLACE
    WEST LONG BRANCH,NJ07764
        COMMUNITY 2,500
    SIERRA CLUB FOUNDATION ATLAN
    85 SECOND STREET SUITE 7
    SAN FRANCISCO,CA94105
        ENVIRONMENT 500
    SMILE TRAIN
    41 MADISON AVE-41 MADISON
    NEW YORK,NY10010
        SOCIAL 1,000
    THE SMITTY
    55 PIONEER STREET 1 OSTE
    COOPERSTOWN,NY13326
        COMMUNITY 250
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE-400 WA
    MONTGOMERY,AL36104
        SOCIAL 1,000
    SPRINGBROOK
    37 AVERILL RD-37 AVERILL
    COOPERSTOWN,NY13326
        COMMUNITY 250
    FISTULA FOUNDATION
    1900 THE ALAMEDASUITE 50
    SAN JOSE,CA95126
        MEDICAL/SOCIAL 1,000
    TRUTHOUT
    PO BOX 276414-PO BOX 2764
    SACRAMENTO,CA95827
        EDUCATION 100
    UNION OF CONCERNED SCIENTIST
    2 BRATTLE SQUARE-2 BRATTL
    CAMBRIDGE,MA02138
        ENVIRONMENT 500
    UNITARIAN UNIVERSALIST SERVI
    689 MASSACHUSETTS AVENUE-
    CAMBRIDGE,MA02139
        COMMUNITY 250
    USO
    PO BOX 96322-PO BOX 96322
    WASHINGTON,DC20090
        SOCIAL 100
    WCNY
    PO BOX 2400-PO BOX 2400
    SYRACUSE,NY13220
        COMMUNITY 250
    WINDFALL DUTCH BARN
    24 CLINTON AVENUE-24 CLIN
    FORT PLAIN,NY13339
        COMMUNITY 250
    WORLD WILDLIFE FUND
    1250 24TH STREET NW-1250
    WASHINGTON,DC20090
        ENVIRONMENT 250
    WSKG
    PO BOX 3000-PO BOX 3000
    BINGHAMTON,NY13902
        EDUCATION 250
    LEAGUE OF WOMEN VOTERS EDUCA
    1730 M STREET NW SUITE 1
    WASHINGTON,DC20036
        COMMUNITY 1,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE-333 SEVEN
    NEW YORK,NY10001
        MEDICAL/SOCIAL 1,000
    TROOP 1254 SCHOLARSHIP FUND (BSA)
    1325 WEST WALNUT HILL LAN
    IRVING,TX75015
        COMMUNITY 150
    LWV OF COOPERSTOWN AREA EDUC
    62 GRAND ST-62 GRAND ST
    ALBANY,NY12207
        EDUCATION 200
    LWVNY S EDUCATION FUND
    62 GRAND ST-62 GRAND ST
    ALBANY,NY12207
        EDUCATION 250
    FOOD AND WATER WATCH
    1616 P STREET SUITE 300-
    WASHINGTON,DC20036
        ENVIRONMENT 100
    CITIZENS CLIMATE EDUCATION
    1330 ORANGE AVE 300-1330
    CORONADO,CA92118
        ENVIRONMENT 500
    CATSKILL AREA HOSPICE
    ONE BIRCHWOOD-ONE BIRCHWO
    ONEONTA,NY13820
        MEDICAL 500
    Total .................................bullet 3a 70,144
    bApproved for future payment
    Total .................................bullet 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.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees 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:
    aDebt-financed property......          
    bNot 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
    13Total. 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.
    DownArrow
    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?...........
    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.
    Bullet 2017-05-08 Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's nameVICTORIA M TRUMBOWER Preparer's Signature   Date2017-05-09 PTIN P00635207
    Firm's name SmallBulletTRUMBOWER FINANCIAL ADVISORS LLC
     
    Firm's EIN SmallBullet52-1976296  
    Firm's address SmallBullet4800 MONTGOMERY LN STE 300
     
    BETHESDA, MD208143458
    Phone no. (301) 215-8340
    Form 990-PF (2016)
    Additional Data


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