Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
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, and ZIP code
COOPERSTOWN, NY13326
A Employer identification number

54-2014941
B Telephone number (see instructions)

(607) 547-8625
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$597,747J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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) 169,974
2 Check bullet
3 Interest on savings and temporary cash investments 4    
4 Dividends and interest from securities...... 7,152 7,152  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,708
b Gross sales price for all assets on line 6a 181,972
7 Capital gain net income (from Part IV, line 2)... 52,708
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........ 229,838 59,860  
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)....... Click to see attachment 4,790      
c Other professional fees (attach schedule).... Click to see attachment 1,394 1,394    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 736 199    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 250      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,170 1,593   0
25 Contributions, gifts, grants paid........ 68,860 68,860
26 Total expenses and disbursements. Add lines 24 and 25 76,030 1,593   68,860
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 153,808
b Net investment income (if negative, enter -0-) 58,267
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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.......... 13,090 28,554 28,554
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 page 15 of the
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)........ 427,462 Click to see attachment569,193 569,193
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) 440,552 597,747 597,747
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)    
23 Total liabilities (add lines 17 through 22)..........   0
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......... 440,552 597,747
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 page 17 of the
instructions).................... 440,552 597,747
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 440,552 597,747
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)............... 1 440,552
2 Enter amount from Part I, line 27a..................... 2 153,808
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 40,461
4 Add lines 1, 2, and 3.......................... 4 634,821
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 37,074
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 597,747
Form 990-PF (2012)
Form 990-PF (2012)
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 199.939-COLUMBIA VALUE & RESTRUCTURI P 2002-02-22 2012-02-27
b 7.568-COLUMBIA VALUE & RESTRUCTURING P 2005-04-14 2012-02-27
c 0.976-COLUMBIA VALUE & RESTRUCTURING P 2008-06-27 2012-02-27
d 5.934-COLUMBIA VALUE & RESTRUCTURING P 2011-12-08 2012-02-27
e 196.889-STRATTON SMALL CAP VALUE P 2005-10-17 2012-06-18
45.581-COLUMBIA VALUE & RESTRUCTURIN P 2002-03-04 2012-02-27
7.173-COLUMBIA VALUE & RESTRUCTURING P 2005-06-30 2012-02-27
6.312-COLUMBIA VALUE & RESTRUCTURING P 2008-06-27 2012-02-27
4.713-ISHARES TR RUSSELL 1000 VALUE P 2012-03-29 2012-08-01
876.528-STRATTON SMALL CAP VALUE P 2005-10-17 2012-08-01
2.718-COLUMBIA VALUE & RESTRUCTURING P 2002-04-11 2012-02-27
10.043-COLUMBIA VALUE & RESTRUCTURIN P 2005-10-13 2012-02-27
8.918-COLUMBIA VALUE & RESTRUCTURING P 2008-09-24 2012-02-27
212.287-ISHARES TR RUSSELL 1000 VALU P 2012-02-27 2012-08-01
0.427-STRATTON SMALL CAP VALUE P 2005-12-09 2012-08-01
697.436-COLUMBIA VALUE & RESTRUCTURI P 2002-06-12 2012-02-27
7.238-COLUMBIA VALUE & RESTRUCTURING P 2005-12-22 2012-02-27
16.476-COLUMBIA VALUE & RESTRUCTURIN P 2008-12-11 2012-02-27
4.128-ISHARES TR RUSSELL 1000 GROWTH P 2011-07-11 2012-08-01
36.273-STRATTON SMALL CAP VALUE P 2005-12-09 2012-08-01
3.425-COLUMBIA VALUE & RESTRUCTURING P 2002-06-28 2012-02-27
2.012-COLUMBIA VALUE & RESTRUCTURING P 2005-12-30 2012-02-27
11.622-COLUMBIA VALUE & RESTRUCTURIN P 2009-03-25 2012-02-27
4.483-ISHARES TR RUSSELL 1000 GROWTH P 2011-03-30 2012-08-01
8.831-STRATTON SMALL CAP VALUE P 2006-06-27 2012-08-01
4.36-COLUMBIA VALUE & RESTRUCTURING P 2002-10-31 2012-02-27
10.876-COLUMBIA VALUE & RESTRUCTURIN P 2006-04-13 2012-02-27
10.383-COLUMBIA VALUE & RESTRUCTURIN P 2009-06-24 2012-02-27
5.121-ISHARES TR RUSSELL 1000 GROWTH P 2010-12-29 2012-08-01
16.332-STRATTON SMALL CAP VALUE P 2006-12-08 2012-08-01
4.993-COLUMBIA VALUE & RESTRUCTURING P 2002-12-19 2012-02-27
7.241-COLUMBIA VALUE & RESTRUCTURING P 2006-06-29 2012-02-27
5.394-COLUMBIA VALUE & RESTRUCTURING P 2009-09-23 2012-02-27
4.495-ISHARES TR RUSSELL 1000 GROWTH P 2010-09-29 2012-08-01
2.297-STRATTON SMALL CAP VALUE P 2007-06-27 2012-08-01
9.968-COLUMBIA VALUE & RESTRUCTURING P 2003-04-10 2012-02-27
8.628-COLUMBIA VALUE & RESTRUCTURING P 2006-10-12 2012-02-27
6.916-COLUMBIA VALUE & RESTRUCTURING P 2009-12-09 2012-02-27
6.039-ISHARES TR RUSSELL 1000 GROWTH P 2010-07-09 2012-08-01
0.304-STRATTON SMALL CAP VALUE P 2007-06-27 2012-08-01
5.735-COLUMBIA VALUE & RESTRUCTURING P 2003-06-27 2012-02-27
5.781-COLUMBIA VALUE & RESTRUCTURING P 2006-12-21 2012-02-27
1.147-COLUMBIA VALUE & RESTRUCTURING P 2010-03-24 2012-02-27
4.714-ISHARES TR RUSSELL 1000 GROWTH P 2010-03-30 2012-08-01
13.695-STRATTON SMALL CAP VALUE P 2007-06-27 2012-08-01
5.71-COLUMBIA VALUE & RESTRUCTURING P 2003-10-30 2012-02-27
7.951-COLUMBIA VALUE & RESTRUCTURING P 2007-04-11 2012-02-27
4.98-COLUMBIA VALUE & RESTRUCTURING P 2010-06-24 2012-02-27
6.077-ISHARES TR RUSSELL 1000 GROWTH P 2009-12-30 2012-08-01
0.281-STRATTON SMALL CAP VALUE P 2007-12-07 2012-08-01
4.556-COLUMBIA VALUE & RESTRUCTURING P 2003-12-18 2012-02-27
6.69-COLUMBIA VALUE & RESTRUCTURING P 2007-06-27 2012-02-27
10.051-COLUMBIA VALUE & RESTRUCTURIN P 2010-09-23 2012-02-27
6.607-ISHARES TR RUSSELL 1000 GROWTH P 2009-09-28 2012-08-01
1.873-STRATTON SMALL CAP VALUE P 2007-12-07 2012-08-01
6.626-COLUMBIA VALUE & RESTRUCTURING P 2004-04-15 2012-02-27
5.724-COLUMBIA VALUE & RESTRUCTURING P 2007-09-26 2012-02-27
4.937-COLUMBIA VALUE & RESTRUCTURING P 2010-12-09 2012-02-27
114.336-ISHARES TR RUSSELL 1000 GROW P 2009-02-03 2012-08-01
21.152-STRATTON SMALL CAP VALUE P 2007-12-07 2012-08-01
9.944-COLUMBIA VALUE & RESTRUCTURING P 2004-06-30 2012-02-27
28.356-COLUMBIA VALUE & RESTRUCTURIN P 2007-12-12 2012-02-27
2.34-COLUMBIA VALUE & RESTRUCTURING P 2011-03-23 2012-02-27
159-ISHARES TR RUSSELL 1000 GROWTH P 2009-02-03 2012-06-18
6.262-COLUMBIA VALUE & RESTRUCTURING P 2004-10-15 2012-02-27
18.464-COLUMBIA VALUE & RESTRUCTURIN P 2007-12-19 2012-02-27
4.308-COLUMBIA VALUE & RESTRUCTURING P 2011-06-23 2012-02-27
170-ISHARES TR RUSSELL MIDCAP GROWTH P 2005-10-17 2012-06-18
6.064-COLUMBIA VALUE & RESTRUCTURING P 2004-12-23 2012-02-27
2.812-COLUMBIA VALUE & RESTRUCTURING P 2008-03-26 2012-02-27
4.451-COLUMBIA VALUE & RESTRUCTURING P 2011-09-22 2012-02-27
165-ISHARES TR RUSSELL 1000 GROWTH P 2009-02-03 2012-06-01
(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 9,977   6,251 3,726
b 378   237 141
c 49   31 18
d 296   186 110
e 9,970   8,333 1,637
2,274   1,424 850
358   224 134
315   197 118
326   326  
45,377   37,096 8,281
136   84 52
501   314 187
445   279 166
14,682   14,618 64
22   18 4
34,802   21,804 12,998
361   226 135
822   515 307
264   256 8
1,878   1,535 343
171   107 64
100   63 37
580   363 217
287   268 19
457   374 83
218   136 82
543   340 203
518   325 193
328   293 35
846   691 155
249   156 93
361   226 135
269   169 100
288   231 57
119   97 22
497   312 185
431   270 161
345   216 129
387   285 102
16   13 3
286   179 107
288   181 107
57   36 21
302   246 56
709   580 129
285   179 106
397   249 148
249   156 93
389   306 83
15   12 3
227   142 85
334   209 125
502   314 188
423   304 119
97   79 18
331   207 124
286   179 107
246   154 92
7,325   4,110 3,215
1,095   895 200
496   311 185
1,415   887 528
117   73 44
10,027   5,716 4,311
312   196 116
921   577 344
215   135 80
10,046   7,414 2,632
303   190 113
140   88 52
222   139 83
9,982   5,932 4,050
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       3,726
b       141
c       18
d       110
e       1,637
      850
      134
      118
       
      8,281
      52
      187
      166
      64
      4
      12,998
      135
      307
      8
      343
      64
      37
      217
      19
      83
      82
      203
      193
      35
      155
      93
      135
      100
      57
      22
      185
      161
      129
      102
      3
      107
      107
      21
      56
      129
      106
      148
      93
      83
      3
      85
      125
      188
      119
      18
      124
      107
      92
      3,215
      200
      185
      528
      44
      4,311
      116
      344
      80
      2,632
      113
      52
      83
      4,050
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 52,708
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 3 381
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 page 18 of the 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))
2011 60,643 495,132 0.122478
2010 53,948 477,379 0.113009
2009 43,732 418,621 0.104467
2008 64,316 598,569 0.107450
2007 59,718 743,662 0.080303
2 Total of line 1, column (d) ...................... 2 0.527707
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 0.105541
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 461,002
5 Multiply line 4 by line 3....................... 5 48,655
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 583
7 Add lines 5 and 6......................... 7 49,238
8 Enter qualifying distributions from Part XII, line 4.............. 8 68,860
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 (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 583
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............................ 3 583
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- ..... 5 583
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 275
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.............. 7 275
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 309
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 2013 estimated taxBullet   Refunded Bullet 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 page 19 of
the 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, VA
    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 2012 or the taxable year beginning in 2012 (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.Click to see attachment
    10
    Yes
     
    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) 547-8625
    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 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    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 page 20 of the 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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 2012 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 2012.)....................
    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 2012?
    4b
     
    No
    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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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 (2012)
    Form 990-PF (2012)
    Page 6
    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 ALLSTADTClick to see attachment PRESIDENT
    1.00     		0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MELINDA G HARDINClick to see attachment VP/SECRETARY
    7.50     		0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MAX H ALLSTADTClick to see attachment DIRECTOR
    0.50     		0 0 0
    815 ATHENS AVE
    OAKLAND,CA94607
    JOHN A ALLSTADTClick to see attachment DIRECTOR
    0.50     		0 0 0
    149 SKILLMAN AVE APT 2A
    BROOKLYN,NY112112562
    SARA M ALLSTADTClick to see attachment DIRECTOR
    0.50     		0 0 0
    3 WOOLEY PLACE
    WEST LONGBRANCH,NJ07764
    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  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    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
    430,366
    b
    Average of monthly cash balances.......................
    1b
    37,656
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    468,022
    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
    468,022
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,020
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    461,002
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    23,050
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    23,050
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    583
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    583
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    22,467
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    22,467
    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
    22,467
    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
    68,860
    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
    68,860
    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
    583
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    68,277
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 22,467
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 23,441
    b From 2008....... 34,864
    c From 2009....... 22,869
    d From 2010....... 30,283
    e From 2011....... 36,410
    fTotal of lines 3a through e......... 147,867
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 68,860
    a Applied to 2011, 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 2012 distributable amount..... 22,467
    e Remaining amount distributed out of corpus 46,393
    5 Excess distributions carryover applied to 2012.    
    (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 5 194,260
    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 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		23,441
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		170,819
    10 Analysis of line 9:
    a Excess from 2008.... 34,864
    b Excess from 2009.... 22,869
    c Excess from 2010.... 30,283
    d Excess from 2011.... 36,410
    e Excess from 2012.... 46,393
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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).)
    LOUIS W ALLSTADT
    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 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 (2012)
    Form 990-PF (2012)
    Page 10
    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
    MELINDA HARDIN (HEIFER REIMBURSEMEN
    ONE WORLD AVENUE
    LITTLE ROCK,AR72202     		    SOCIAL 240
    LWV EDUCATION FUND (COOPERSTOWN ARE
    62 GRAND ST
    ALBANY,NY12207     		    EDUCATION 250
    OSTEGO LAKE ASSOCIATION
    PO BOX 13
    SPRINGFIELD CENTER,NY13468     		    COMMUNITY/ENVIRONMENT 250
    OAKLAND YOUTH RUGBY INC(BAY AREA
    1935 OCTAVIA ST
    SAN FRANCISCO,CA94109     		    COMMUNITY/SOCIAL 1,000
    CHURCH OF THE LARGER FELLOWSHIP
    25 BEACON ST
    BOSTON,MA02108     		    CHURCH 100
    ASPCA (IN MEMORIAM DAVID STRAUS)
    424 E 92ND ST
    NEW YORK,NY10128     		    SOCIAL 500
    AARP FOUNDATION
    601 E ST NW
    WASHINGTON,DC20049     		    SOCIAL 250
    CHOKGYUR LINGPA FOUNDATION
    412 GLIMMERGLEN ROAD
    COOPERSTOWN,NY13326     		    COMMUNITY 30
    MISSSEY INC
    436 14TH ST STE 1201
    OAKLAND,CA94612     		    SOCIAL 1,000
    FARMERS' MUSEUM (HORSE SHOW)
    5775 STATE ROUTE 80
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 1,000
    TOWN OF MIDDLEFIELD HISTORICAL ASSO
    PO BOX 348
    COOPERSTOWN,NY13326     		    COMMUNITY 100
    NATIONAL AUDUBON SOCIETY
    225 VARICK ST
    NEW YORK,NY10014     		    ENVIRONMENT 500
    PLANNED PARENTHOOD OF CENTRAL AND G
    196 SPEEDWELL AVENUE
    MORRISTOWN,NJ07960     		    SOCIAL 1,000
    ONE HOME MANY HOPES
    67 TROTTING PARK ROAD
    EAST FALMOUTH,MA02536     		    SOCIAL 1,000
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 5
    SAN FRANCISCO,CA94111     		    ENVIRONMENT 1,000
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    OKLAHOMA CITY,OK73123     		    MEDICAL 200
    BROOKWOOD SCHOOL
    687 COUNTY ROUTE 59
    COOPERSTOWN,NY13326     		    COMMUNITY 150
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		    SOCIAL 500
    LWVNYS EDUCATION FUND
    62 GRAND ST
    ALBANY,NY12207     		    EDUCATION 40
    LWVNYS EDUCATION FUND
    62 GRAND ST
    ALBANY,NY12207     		    EDUCATION 500
    CATSKILL AREA HOSPICE
    ONE BIRCHWOOD
    ONEONTA,NY13820     		    MEDICAL 500
    GALAPAGOS CONSERVANCY
    11150 FAIRFAX BLVD SUITE
    FAIRFAX,VA22030     		    ENVIRONMENT 250
    COOPERSTOWN SUMMER MUSIC FESTIVAL
    PO BOX 230
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 2,500
    JANE GOODALL INSTITUTE
    PO BOX 620429
    ATLANTA,GA30362     		    ENVIRONMENT 250
    PPFA
    434 W 33RD ST
    NEW YORK,NY10001     		    SOCIAL 1,000
    WILIAM J CLINTON FOUNDATION
    610 PRESIDENT CLINTON AVE
    LITTLE ROCK,AR72201     		    SOCIAL 1,000
    LAKE AND VALLEY GARDEN CLUB
    242 MAIN STREET
    ONEONTA,NY13820     		    COMMUNITY 150
    ATTITUDINAL HEALING CONNECTION
    3278 WEST ST
    OAKLAND,CA94608     		    COMMUNITY 500
    SSPCA
    4841 STATE ROUTE 28
    COOPERSTOWN,NY13326     		    COMMUNITY 1,000
    TOWN OF MIDDLEFIELD
    PO BOX 961
    COOPERSTOWN,NY13326     		    COMMUNITY 2,000
    GLIMMERGLASS OPERA THEATRE
    PO BOX 191
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 1,000
    THE SMITHY CENTER FOR THE ARTS
    55 PIONEER ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 250
    COOPERSTOWN FIRE DEPARTMENT
    24 CHESTNUT ST
    COOPERSTOWN,NY13326     		    COMMUNITY 100
    COOPERSTOWN YOUTH BASEBALL
    149 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY 100
    WINDFALL DUTCH BARN
    24 CLINTON AVENUE
    FORT PLAIN,NY13339     		    COMMUNITY 250
    CATSKILL SYMPHONY ORCHESTRA
    PO BOX 14
    ONEONTA,NY13820     		    COMMUNITY/ARTS 250
    PPSCNY
    37 DIETZ ST
    ONEONTA,NY13820     		    SOCIAL 100
    PATHFINDER VILLAGE FOUNDATION
    3 CHENANGO RD
    EDMESTON,NY13335     		    COMMUNITY/SOCIAL 450
    PATHFINDER VILLAGE FOUNDATION
    3 CHENANGO RD
    EDMESTON,NY13335     		    COMMUNITY/SOCIAL 1,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVENUE SOUTH
    NEW YORK,NY10017     		    ENVIRONMENT 100
    HYDE HALL
    267 GLIMMERGLASS STATE PA
    COOPERSTOWN,NY13326     		    COMMUNITY 250
    GLIMMERGLASS OPERA GUILD
    PO BOX 191
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 170
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20090     		    ENVIRONMENT 500
    THE SMITHY CENTER FOR THE ARTS
    55 PIONEER ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 110
    THE BROOKWOOD SCHOOL
    687 COUNTY ROUTE 59
    COOPERSTOWN,NY13326     		    EDUCATION 250
    SSPCA
    4841 STATE ROUTE 28
    COOPERSTOWN,NY13326     		    COMMUNITY 500
    AMERICANS UNITED FOR SEPARATION OF
    1301 K ST NW SUITE 850 E
    WASHINGTON,DC20005     		    SOCIAL 1,000
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 80
    CHRIST CHURCH (VOC)
    46 RIVER ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 100
    OTSEGO COUNTY SHERIFF'S PBA
    172 COUNTY HWY 32
    COOPERSTOWN,NY13326     		    COMMUNITY 250
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 250
    COOPERSTOWN FOOD PANTRY
    25 CHURCH ST
    COOPERSTOWN,NY13326     		    COMMUNITY 500
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 1,500
    COOPERSTOWN GRADUATE PROGRAM
    PO BOX 800
    COOPERSTOWN,NY13326     		    EDUCATION 250
    COOPERSTOWN COMMUNITY CHRISTMAS
    PO BOX 428
    COOPERSTOWN,NY13326     		    COMMUNITY 100
    PPSCNY
    37 DIETZ ST
    ONEONTA,NY13820     		    SOCIAL 15,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE
    NEW YORK,NY10001     		    MEDICAL/SOCIAL 1,000
    SIERRA BUSINESS COUNCIL
    PO BOX 2428
    TRUCKEE,CA96160     		    ENVIRONMENT 250
    EMMA WILLARD SCHOOL
    285 PAWLING AVE
    TROY,NY12180     		    EDUCATION 250
    BSA TROOP 1254
    COOPERSTOWN
    COOPERSTOWN,NY13326     		    COMMUNITY 150
    HABITAT FOR HUMANITY OF OTSEGO COUN
    291 CHESTNUT ST
    ONEONTA,NY13820     		    COMMUNITY 500
    THE FISTULA FOUNDATION
    1900 THE ALAMEDASUITE 50
    SAN JOSE,CA95126     		    MEDICAL/SOCIAL 1,000
    WOMEN FOR WOMEN INTERNATIONAL
    2000 M ST NW SUITE 200
    WASHINGTON,DC20036     		    SOCIAL 1,000
    MERCY CORPS
    PO BOX 2669
    PORTLAND,OR97207     		    SOCIAL 1,000
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004     		    SOCIAL 1,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE
    NEW YORK,NY10001     		    MEDICAL/SOCIAL 1,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		    SOCIAL 1,000
    BREAST CANCER ALLIANCE
    48 MAPLE AVE
    GREENWICH,CT06830     		    MEDICAL 500
    FRIENDS OF BASSETT (GALA)
    ONE ATWELL ROAD
    COOPERSTOWN,NY13326     		    MEDICAL 60
    FRIENDS OF BASSETT (DONATION)
    ONE ATWELL ROAD
    COOPERSTOWN,NY13326     		    MEDICAL 1,700
    WAMC
    318 CENTRAL AVE
    ALBANY,NY12206     		    COMMUNITY/ARTS 250
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		    SOCIAL 630
    OTSEGO LAND TRUST
    101 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ENVIRONMENT 2,500
    LWV OAKLAND EDUCATION FUND
    1305 FRANKLIN ST SUITE 3
    OAKLAND,CA94612     		    EDUCATION 1,000
    HUMANE SOCIETY OF THE US
    2100 L ST NW
    WASHINGTON,DC20037     		    SOCIAL 1,000
    COOPERSTOWN GRADUATE PROGRAM
    101 MAIN STREET
    COOPERSTOWN,NY13326     		    COMMUNITY 500
    FRIENDS OF THE VILLIAGE LIBRARY
    22 MAIN STREET PO BOX 661
    COOPERSTOWN,NY13326     		    COMMUNITY 250
    FRIENDS OF RECOVERY
    22 ELM STREET
    ONEONTA,NY13820     		    COMMUNITY 500
    CURE ALZHEIMER'S FUND
    34 WASHINGTON ST SUITE 3
    WELLESLEY HILLS,MA02481     		    MEDICAL 500
    FISHER CENTER FOR ALZHEIMER'S RESEA
    ONE INTREPID SQ 46TH ST
    NEW YORK,NY10036     		    MEDICAL 500
    ANERA
    1111 14TH ST NW SUITE 40
    WASHINGTON,DC20005     		    SOCIAL 500
    BOBBI AND THE STRAYS
    PO BOX 170129
    OZONE PARK,NY11417     		    SOCIAL 250
    CSPI
    1220 L ST NW SUITE 300
    WASHINGTON,DC20005     		    SCIENCE 500
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE 10
    ARLINGTON,VA22203     		    ENVIRONMENT 500
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		    ENVIRONMENT 500
    OTSEGO COUNTY CONSERVATION ASSOCIAT
    PO BOX 931
    COOPERSTOWN,NY13326     		    ENVIRONMENT 500
    OTSEGO 2000
    101 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ENVIRONMENT 1,000
    OTSEGO 2000 (FRIEND OF FARMERS' MAR
    101 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ENVIRONMENT 50
    RAFI
    274 PITTSBORO ELEM SCHOOL
    PITTSBORO,NC27132     		    ENVIRONMENT 250
    ROTARY CLUB FOUNDATION
    80 BEAVER ST
    COOPERSTOWN,NY13326     		    EDUCATION 250
    SIERRA CLUB FOUNDATION
    85 SECOND ST 2
    SAN FRANCISCO,CA94105     		    ENVIRONMENT 500
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		    ENVIRONMENT 500
    USO
    PO BOX 96322
    WASHINGTON,DC20090     		    SOCIAL 250
    WSKG
    601 GATES ROAD
    VESTAL,NY13850     		    COMMUNITY 500
    WCNY
    PO BOX 2400
    SYRACUSE,NY13220     		    COMMUNITY 100
    FOOD AND WATER WATCH
    1616 P STREET SUITE 300
    WASHINGTON,DC20036     		    ENVIRONMENT 500
    SAVE THE CHILDREN
    54 WILTON RD
    WESTPORT,CT06880     		    SOCIAL 1,000
    Total .................................bullet 3a 68,860
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    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....          
    3Interest on savings and temporary cash investments         4
    4 Dividends and interest from securities....         7,152
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         52,708
    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)..     59,864
    13Total. Add line 12, columns (b), (d), and (e)..................
    1359,864
    (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 (2012)
    Form 990-PF (2012)
    Page 12
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet 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 name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    ALLSTADT HARDIN FOUNDATION
     
    Employer identification number

    54-2014941
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    ALLSTADT HARDIN FOUNDATION
          		Employer identification number

    54-2014941
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    LOUIS WALLSTADT    
    18 MAIN STREET
       
    COOPERSTOWN, NY   13326

    		$169,974


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    ALLSTADT HARDIN FOUNDATION
          		Employer identification number

    54-2014941
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 1911 SHARES XOM   $169,974 2012-12-11
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    ALLSTADT HARDIN FOUNDATION
          		Employer identification number

    54-2014941
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE 4,790      

    TY 2012 CompensationExplanation
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Person Name Explanation
    LOUIS W ALLSTADT  
    MELINDA G HARDIN  
    MAX H ALLSTADT  
    JOHN A ALLSTADT  
    SARA M ALLSTADT  

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COLUMBIA VALUE & RESTRUCTURING Z    
    ISHARES RUSSELL 1000 GROWTH INDEX 50,233 50,233
    ARTISAN MID CAP VALUE 50,370 50,370
    ISHARES RUSSELL MIDCAP GROWTH INDEX 29,158 29,158
    T.ROWE PRICE MID-CAP GROWTH 19,813 19,813
    ISHARES RUSSELL 2000 VALUE INDEX 55,160 55,160
    EXXONMOBIL 165,397 165,397
    STRATTON SMALL CAP VALUE    
    HARBOR INTERNATIONAL INSTL FUND 74,107 74,107
    BROWN CAPITAL MGMT SMALL CO INV 43,133 43,133
    ISHARES RUSSELL 1000 VALUE 51,767 51,767
    OAKMARK INTERNATIONAL 30,055 30,055

    TY 2012 OtherDecreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Description Amount
    DIFF BOOK VALUE AND COST BASIS OF SECURITIES SOLD 37,074


    TY 2012 OtherExpensesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ADMIN EXP - FILING FEES 250      


    TY 2012 OtherIncreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Description Amount
    UNREALIZED GAIN CHANGE IN INVESTMENT VALUE 40,461


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 1,394 1,394    


    TY 2012 SubstantialContributorsSch
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Name Address
    LOUIS W ALLSTADT 18 MAIN STREET
    COOPERSTOWN
    COOPERSTOWN,NY133261331


    TY 2012 TaxesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX ON INVESTMENT INCOME 736      
    FOREIGN TAX ON DIVIDENDS   199