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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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) 547-8625
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E 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$878,305
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 199,371
2 Check bullet
3 Interest on savings and temporary cash investments 11    
4 Dividends and interest from securities...... 11,187 11,187  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 213,987
b Gross sales price for all assets on line 6a 244,646
7 Capital gain net income (from Part IV, line 2)... 213,987
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........ 424,556 225,174  
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)....... 5,000      
c Other professional fees (attach schedule).... 2,046 2,046    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 1,021 123    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 100      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,167 2,169   0
25 Contributions, gifts, grants paid........ 75,782 75,782
26 Total expenses and disbursements. Add lines 24 and 25 83,949 2,169   75,782
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 340,607
b Net investment income (if negative, enter -0-) 223,005
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 28,554 200,370 200,370
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)........ 569,193 Click to see attachment677,935 677,935
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) 597,747 878,305 878,305
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 attachment21,280
23 Total liabilities (add lines 17 through 22)..........   21,280
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......... 597,747 857,025
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).................... 597,747 857,025
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 597,747 878,305
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)............... 1 597,747
2 Enter amount from Part I, line 27a..................... 2 340,607
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 126,915
4 Add lines 1, 2, and 3.......................... 4 1,065,269
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 208,244
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 857,025
Form 990-PF (2013)
Form 990-PF (2013)
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 415.11-ARTISAN MID CAP VALUE P 2005-10-17 2013-04-30
b 2.769-ISHARES RUSSELL MIDCAP GROWTH P 2010-09-29 2013-04-30
c 283-EXXON MOBIL CORP P 2000-04-04 2013-07-24
d 97-ISHARES RUSSELL 1000 VALUE ETF P 2012-02-27 2013-04-30
e 3.21-ISHARES RUSSELL MIDCAP GROWTH P 2010-07-09 2013-04-30
195-EXXON MOBIL CORP P 2000-09-19 2013-07-24
2.918-ISHARES RUSSELL 2000 VALUE ETF P 2012-03-29 2013-04-30
2.259-ISHARES RUSSELL MIDCAP GROWTH P 2010-03-30 2013-04-30
529-EXXON MOBIL CORP P 2000-09-19 2013-07-24
3.464-ISHARES RUSSELL 2000 VALUE ETF P 2011-07-11 2013-04-30
3.684-ISHARES RUSSELL MIDCAP GROWTH P 2009-12-30 2013-04-30
1088-EXXON MOBIL CORP P 2000-04-04 2013-07-24
2.321-ISHARES RUSSELL 2000 VALUE ETF P 2011-03-30 2013-04-30
2.766-ISHARES RUSSELL MIDCAP GROWTH P 2008-07-09 2013-04-30
11-EXXON MOBIL CORP P 2000-04-04 2013-07-24
2.617-ISHARES RUSSELL 2000 VALUE ETF P 2007-10-01 2013-04-30
2.032-ISHARES RUSSELL MIDCAP GROWTH P 2008-03-28 2013-04-30
3.271-ISHARES RUSSELL 2000 VALUE ETF P 2007-07-05 2013-04-30
2.496-ISHARES RUSSELL MIDCAP GROWTH P 2008-01-03 2013-04-30
2.017-ISHARES RUSSELL 2000 VALUE ETF P 2007-03-29 2013-04-30
1.77-ISHARES RUSSELL MIDCAP GROWTH P 2007-10-01 2013-04-30
102.392-ISHARES RUSSELL 2000 VALUE E P 2006-05-15 2013-04-30
1.408-ISHARES RUSSELL MIDCAP GROWTH P 2007-07-05 2013-04-30
1.173-ISHARES RUSSELL MIDCAP GROWTH P 2012-03-29 2013-04-30
2.472-ISHARES RUSSELL MIDCAP GROWTH P 2007-03-29 2013-04-30
1.909-ISHARES RUSSELL MIDCAP GROWTH P 2011-12-29 2013-04-30
61.438-ISHARES RUSSELL MIDCAP GROWTH P 2005-10-17 2013-04-30
1.939-ISHARES RUSSELL MIDCAP GROWTH P 2011-09-29 2013-04-30
3.597-ISHARES RUSSELL 1000 GROWTH ET P 2012-03-29 2013-04-30
2.133-ISHARES RUSSELL MIDCAP GROWTH P 2011-07-11 2013-04-30
5.111-ISHARES RUSSELL 1000 GROWTH ET P 2011-12-29 2013-04-30
1.966-ISHARES RUSSELL MIDCAP GROWTH P 2011-03-30 2013-04-30
3.725-ISHARES RUSSELL 1000 GROWTH ET P 2011-09-29 2013-04-30
3.576-ISHARES RUSSELL MIDCAP GROWTH P 2010-12-29 2013-04-30
55.567-ISHARES RUSSELL 1000 GROWTH E P 2009-02-03 2013-04-30
(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 10,000   7,793 2,207
b 195   137 58
c 26,883   48 26,835
d 7,972   6,679 1,293
e 226   144 82
18,524     18,524
243   214 29
159   110 49
50,252   5 50,247
289   259 30
260   169 91
103,354   22 103,332
194   172 22
195   139 56
1,045   2 1,043
218   203 15
143   105 38
273   273  
176   142 34
168   163 5
125   103 22
8,540   7,417 1,123
99   81 18
83   73 10
174   132 42
135   105 30
4,331   2,679 1,652
137   102 35
261   237 24
150   134 16
371   295 76
139   118 21
271   204 67
252   202 50
4,036   1,998 2,038
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       2,207
b       58
c       26,835
d       1,293
e       82
      18,524
      29
      49
      50,247
      30
      91
      103,332
      22
      56
      1,043
      15
      38
       
      34
      5
      22
      1,123
      18
      10
      42
      30
      1,652
      35
      24
      16
      76
      21
      67
      50
      2,038
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 2 213,987
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  
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))
2012 68,277 461,002 0.148106
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
2 Total of line 1, column (d) ...................... 2 0.595510
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 0.119102
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 716,826
5 Multiply line 4 by line 3....................... 5 85,375
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,230
7 Add lines 5 and 6......................... 7 87,605
8 Enter qualifying distributions from Part XII, line 4.............. 8 75,782
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 (2013)
Form 990-PF (2013)
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 4,460
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 4,460
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 4,460
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 590
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.............. 7 590
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 3,870
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 2014 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 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 2013 or the taxable year beginning in 2013 (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 2013, 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 Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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
    0.50
    0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MELINDA G HARDINClick to see attachment VP/SECRETARY
    10.00
    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 (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    35,841
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,460
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,460
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    31,381
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    31,381
    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
    31,381
    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
     
    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
     
    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
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 31,381
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 34,864
    b From 2009....... 22,869
    c From 2010....... 30,283
    d From 2011....... 36,410
    e From 2012....... 46,393
    fTotal of lines 3a through e......... 170,819
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 75,782
    a Applied to 2012, 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 2013 distributable amount..... 31,381
    e Remaining amount distributed out of corpus 44,401
    5 Excess distributions carryover applied to 2013.    
    (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 5 215,220
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    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 2008 not
    applied on line 5 or line 7 (see instructions) ...
    34,864
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    180,356
    10 Analysis of line 9:
    a Excess from 2009.... 22,869
    b Excess from 2010.... 30,283
    c Excess from 2011.... 36,410
    d Excess from 2012.... 46,393
    e Excess from 2013.... 44,401
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 (2013)
    Form 990-PF (2013)
    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
    SPRINGBROOK
    SPRINGBROOK
    37 AVERILL RD
    37 AVERILL RD
    COOPERSTOWN,NY13326
        COMMUNITY 500
    SPRINGBROOK
    SPRINGBROOK
    37 AVERILL RD
    37 AVERILL RD
    COOPERSTOWN,NY13326
        COMMUNITY 500
    OTSEGO LAND TRUST
    OTSEGO LAND TRUST
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        ENVIRONMENT 2,500
    JANE GOODALL INSTITUTE
    JANE GOODALL INSTITUTE
    PO BOX 620429
    PO BOX 620429
    ATLANTA,GA30362
        ENVIRONMENT 500
    FAMILY PLANNING OF SOUTH CENTRAL NE
    FAMILY PLANNING OF SOUTH CENTRAL NEW YORK
    117 HAWLEY ST
    117 HAWLEY ST
    BINGHAMTON,NY13901
        COMMUNITY/SOCIAL 15,000
    THE BROOKWOOD SCHOOL
    THE BROOKWOOD SCHOOL
    687 COUNTY ROUTE 59
    687 COUNTY ROUTE 59
    COOPERSTOWN,NY13326
        EDUCATION 250
    COOPERSTOWN FOOD PANTRY
    COOPERSTOWN FOOD PANTRY
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        COMMUNITY/SOCIAL 1,000
    GLIMMERGLASSFESTIVAL
    GLIMMERGLASSFESTIVAL
    PO BOX 191
    PO BOX 191
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 1,000
    EARTHJUSTICE
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 5
    50 CALIFORNIA ST SUITE 5
    SAN FRANCISCO,CA94111
        ENVIRONMENT 1,000
    COOPERSTOWN AREA WOUNDED WARRIOR PR
    COOPERSTOWN AREA WOUNDED WARRIOR PROJECT
    4899 BELFORT RD SUITE 30
    4899 BELFORT RD SUITE 30
    JACKSONVILLE,FL32256
        COMMUNNITY 250
    FOOD AND WATER WATCH
    FOOD AND WATER WATCH
    1616 P STREET SUITE 300
    1616 P STREET SUITE 300
    WASHINGTON,DC20036
        ENVIRONMENT 500
    LAKE AND VALLEY GARDEN CLUB
    LAKE AND VALLEY GARDEN CLUB
    COOPERSTOWN NY 13326
    COOPERSTOWN NY 13326
    COOPERSTOWN,NY13326
        COMMUNITY 100
    OTSEGO LAKE ASSOCIATION
    OTSEGO LAKE ASSOCIATION
    PO BOX 13 SPRINGFIELD CE
    PO BOX 13 SPRINGFIELD CE
    SPRINGFIELD CENTER,NY13468
        COMMUNITY/ENVIRONMENT 250
    OTSEGO 2000
    OTSEGO 2000
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 50
    CHOKGYUR LINGPA FOUNDATION
    CHOKGYUR LINGPA FOUNDATION
    412 GLIMMERGLEN ROAD
    412 GLIMMERGLEN ROAD
    COOPERSTOWN,NY13326
        COMMUNITY 100
    TOWN OF MIDDLEFIELD HISTORICAL ASSO
    TOWN OF MIDDLEFIELD HISTORICAL ASSOCIATION
    PO BOX 348
    PO BOX 348
    COOPERSTOWN,NY13326
        COMMUNITY 100
    KHADAFY FOUNDATION
    KHADAFY FOUNDATION
    1156 8TH STREET
    1156 8TH STREET
    OAKLAND,CA94607
        COMMUNITY/SOCIAL 1,000
    AMERICAN CANCER SOCIETY
    AMERICAN CANCER SOCIETY
    PO BOX 22718
    PO BOX 22718
    OAKLAHOMA CITY,OK73123
        MEDICAL 300
    COOPERSTOWN FOOD PANTRY
    COOPERSTOWN FOOD PANTRY
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        COMMUNITY 50
    COOPERSTOWN SUMMER MUSIC FESTIVAL
    COOPERSTOWN SUMMER MUSIC FESTIVAL
    PO BOX 230
    PO BOX 230
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 2,500
    FARMERS' MUSEUM (HORSE SHOW)
    FARMERS' MUSEUM (HORSE SHOW)
    5775 STATE ROUTE 80
    5775 STATE ROUTE 80
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 1,000
    ALS ASSOCIATIONDCMDVA CHAPTER
    ALS ASSOCIATIONDC/MD/VA CHAPTER
    7507 STANDISH PLACE
    7507 STANDISH PLACE
    ROCKVILLE,MD20855
        MEDICAL 1,000
    SSPCA
    SSPCA
    4841 STATE ROUTE 28
    4841 STATE ROUTE 28
    COOPERSTOWN,NY13326
        COMMUNITY 500
    NYSHA
    NYSHA
    PO BOX 800
    PO BOX 800
    COOPERSTOWN,NY13326
        COMMUNITY 1,150
    LWVNYS EDUCATION FUND
    LWVNYS EDUCATION FUND
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207
        EDUCATION 80
    MISSSEY INC
    MISSSEY INC
    436 14TH ST STE 1201
    436 14TH ST STE 1201
    OAKLAND,CA94612
        SOCIAL 1,500
    GALAPAGOS CONSERVANCY
    GALAPAGOS CONSERVANCY
    11150 FAIRFAX BLVD SUITE
    11150 FAIRFAX BLVD SUITE
    FAIRFAX,VA22030
        ENVIRONMENT 250
    AARP FOUNDATION
    AARP FOUNDATION
    601 E ST NW
    601 E ST NW
    WASHINGTON,DC20049
        SOCIAL 250
    OTSEGO 2000
    OTSEGO 2000
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 500
    MELINDA HARDIN (HEIFER REIMBURSEMEN
    MELINDA HARDIN (HEIFER REIMBURSEMENT)
    ONE WORLD AVENUE
    ONE WORLD AVENUE
    LITTLE ROCK,AR72202
        SOCIAL 1,000
    DINING FOR WOMEN
    DINING FOR WOMEN
    PO BOX 25633
    PO BOX 25633
    GREENVILLE,SC29616
        SOCIAL 150
    PANCREATIC CANCER ACTION NETWORK
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVE SUITE
    1500 ROSECRANS AVE SUITE
    MANHATTAN BEACH,CA90266
        MEDICAL 1,000
    CHARITY NAVIGATOR
    CHARITY NAVIGATOR
    139 HARRISTOWN RD
    139 HARRISTOWN RD
    GLEN ROCK,NJ07452
        COMMUNITY 100
    CATSKILL AREA HOSPICE
    CATSKILL AREA HOSPICE
    ONE BIRCHWOOD
    ONE BIRCHWOOD
    ONEONTA,NY13820
        MEDICAL 500
    CATSKILL SYMPHONY ORCHESTRA
    CATSKILL SYMPHONY ORCHESTRA
    PO BOX 14
    PO BOX 14
    ONEONTA,NY13820
        COMMUNITY/ARTS 250
    THE SMITHY CENTER FOR THE ARTS
    THE SMITHY CENTER FOR THE ARTS
    55 PIONEER ST
    55 PIONEER ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 110
    COOPERSTOWN FIRE DEPARTMENT
    COOPERSTOWN FIRE DEPARTMENT
    24 CHESTNUT ST
    24 CHESTNUT ST
    COOPERSTOWN,NY13326
        COMMUNITY 250
    YOUTH RADIO
    YOUTH RADIO
    1701 BROADWAY
    1701 BROADWAY
    OAKLAND,CA94612
        COMMUNITY/ARTS 2,000
    SSPCA
    SSPCA
    4841 STATE ROUTE 28
    4841 STATE ROUTE 28
    COOPERSTOWN,NY13326
        COMMUNITY 2,000
    PATHFINDER VILLAGE FOUNDATION
    PATHFINDER VILLAGE FOUNDATION
    3 CHENANGO RD
    3 CHENANGO RD
    EDMESTON,NY13335
        COMMUNITY/SOCIAL 500
    HYDE HALL INC
    HYDE HALL INC
    PO BOX 721
    PO BOX 721
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 1,500
    WOMEN FOR WOMEN INTERNATIONAL
    WOMEN FOR WOMEN INTERNATIONAL
    2000 M ST NW SUITE 200
    2000 M ST NW SUITE 200
    WASHINGTON,DC20036
        SOCIAL 1,000
    AAUW
    AAUW
    1111 SIXTEENTH ST NW
    1111 SIXTEENTH ST NW
    WASHINGTON,DC20036
        EDUCATION 72
    INTERNATIONAL PLANNED PARENTHOOD FE
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LN 9TH FLOOR
    125 MAIDEN LN 9TH FLOOR
    NEW YORK,NY10038
        COMMUNITY 1,000
    HARTWICK COLLEGE
    HARTWICK COLLEGE
    1 HARTWICK DRIVE
    1 HARTWICK DRIVE
    ONEONTA,NY13820
        COMMUNITY/EDUCATION 500
    THE SMITHY CENTER FOR THE ARTS
    THE SMITHY CENTER FOR THE ARTS
    55 PIONEER ST
    55 PIONEER ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 250
    LWV EDUCATION FUND (COOPERSTOWN ARE
    LWV EDUCATION FUND (COOPERSTOWN AREA)
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207
        EDUCATION 1,000
    BRIDGE TO SKATE
    BRIDGE TO SKATE
    2064 FEDERAL AVE
    2064 FEDERAL AVE
    COSTA MESA,CA92627
        COMMUNITY 250
    AUTISM SPECTRUM DISORDER FOUNDATION
    AUTISM SPECTRUM DISORDER FOUNDATION
    228 W LINCOLN HIGHWAY 30
    228 W LINCOLN HIGHWAY 30
    SCHEREVILLE,IN46375
        MEDICAL 50
    AID ATLANTA
    AID ATLANTA
    1605 PEACHTREE STREET NE
    1605 PEACHTREE STREET NE
    ATLANTA,GA30309
        COMMUNITY 100
    CHRIST CHURCH (VOC)
    CHRIST CHURCH (VOC)
    46 RIVER ST
    46 RIVER ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 200
    OTSEGO 2000
    OTSEGO 2000
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 320
    VILLAGE OF COOPERSTOWN
    VILLAGE OF COOPERSTOWN
    PO BOX 346
    PO BOX 346
    COOPERSTOWN,NY13326
        COMMUNITY 2,500
    CITIZENS CLIMATE LOBBY
    CITIZENS CLIMATE LOBBY
    1330 ORANGE AVE 300
    1330 ORANGE AVE 300
    CORONADO,CA92118
        COMMUNITY/ENVIRONMENT 1,000
    TRUTHOUT
    TRUTHOUT
    PO BOX 276414
    PO BOX 276414
    SACRAMENTO,CA95827
        EDUCATION 200
    FAMILY PLANNING OF SOUTH CENTRAL NE
    FAMILY PLANNING OF SOUTH CENTRAL NEW YORK
    117 HAWLEY ST
    117 HAWLEY ST
    BINGHAMTON,NY13901
        COMMUNITY/SOCIAL 1,000
    COOPERSTOWN ART ASSOCIATION
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST
    22 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 250
    COOPERSTOWN COMMUNITY CHRISTMAS
    COOPERSTOWN COMMUNITY CHRISTMAS
    PO BOX 428
    PO BOX 428
    COOPERSTOWN,NY13326
        COMMUNITY 150
    FOOD AND WATER WATCH
    FOOD AND WATER WATCH
    1111 SIXTEENTH ST NW
    1111 SIXTEENTH ST NW
    WASHINGTON,DC20036
        COMMUNITY/EDUCATION 1,000
    ACLU FOUNDATION
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004
        SOCIAL 1,000
    CATSKILL SYMPHONY ORCHESTRA
    CATSKILL SYMPHONY ORCHESTRA
    PO BOX 14
    PO BOX 14
    ONEONTA,NY13820
        COMMUNITY/ARTS 250
    ANERA
    ANERA
    1111 14TH ST NW SUITE 40
    1111 14TH ST NW SUITE 40
    WASHINGTON,DC20005
        SOCIAL 500
    UNION OF CONCERNED SCIENTISTS
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138
        ENVIRONMENT 1,000
    WSKG
    WSKG
    PO BOX 3000
    PO BOX 3000
    BINGHAMTON,NY13902
        EDUCATION/COMMUNITY 500
    COOPERSTOWN GRADUATE PROGRAM
    COOPERSTOWN GRADUATE PROGRAM
    PO BOX 800
    PO BOX 800
    COOPERSTOWN,NY13326
        EDUCATION 500
    US FUND FOR UNICEF
    US FUND FOR UNICEF
    125 MAIDEN LN
    125 MAIDEN LN
    NEW YORK,NY10038
        SOCIAL 1,000
    MERCY CORPS
    MERCY CORPS
    PO BOX 2669
    PO BOX 2669
    PORTLAND,OR97208
        SOCIAL 1,000
    OTSEGO LAND TRUST
    OTSEGO LAND TRUST
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        ENVIRONMENT 250
    AUDUBON SOCIETY
    AUDUBON SOCIETY
    225 VARICK ST
    225 VARICK ST
    NEW YORK,NY10014
        ENVIRONMENT 250
    RAFI
    RAFI
    274 PITTSBORO ELEM SCHOOL
    274 PITTSBORO ELEM SCHOOL
    PITTSBORO,NC27132
        ENVIRONMENT 250
    SUNY COLLEGE OF ONEONTA FOUNDATION
    SUNY COLLEGE OF ONEONTA FOUNDATION (BFS FUND)
    108 RAVINE PARKWAY
    108 RAVINE PARKWAY
    ONEONTA,NY13820
        EDUCATION 250
    FISHER CENTER FOR ALZHEIMER'S RESEA
    FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION
    ONE INTREPID SQ 46TH ST
    ONE INTREPID SQ 46TH ST
    NEW YORK,NY10036
        MEDICAL 500
    SSPCA
    SSPCA
    4841 STATE ROUTE 28
    4841 STATE ROUTE 28
    COOPERSTOWN,NY13326
        COMMUNITY 100
    THE FISTULA FOUNDATION
    THE FISTULA FOUNDATION
    1900 THE ALAMEDASUITE 50
    1900 THE ALAMEDASUITE 50
    SAN JOSE,CA95126
        MEDICAL/SOCIAL 1,000
    SAVE THE CHILDREN (HURRICANE SANDY
    SAVE THE CHILDREN (HURRICANE SANDY RELIEF)
    54 WILTON RD
    54 WILTON RD
    WESTPORT,CT06880
        SOCIAL 1,000
    EMMA WILLARD SCHOOL
    EMMA WILLARD SCHOOL
    285 PAWLING AVE
    285 PAWLING AVE
    TROY,NY12180
        EDUCATION 250
    AMERICANS UNITED FOR SEPARATION OF
    AMERICANS UNITED FOR SEPARATION OF CHURCH AND STAT
    1301 K ST NW SUITE 850 E
    1301 K ST NW SUITE 850 E
    WASHINGTON,DC20005
        SOCIAL 1,500
    CSPI
    CSPI
    1220 L ST NW SUITE 300
    1220 L ST NW SUITE 300
    WASHINGTON,DC20005
        SCIENCE 500
    COMMUNITY ENVIRONMENTAL DEFENSE COU
    COMMUNITY ENVIRONMENTAL DEFENSE COUNCIL
    PO BOX 898
    PO BOX 898
    ITHACA,NY14851
        ENVIRONMENT 500
    SOUTHERN POVERTY LAW CENTER
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
        SOCIAL 1,000
    DINING FOR WOMEN
    DINING FOR WOMEN
    328 WEST ST EXT
    328 WEST ST EXT
    ONEONTA,NY13820
        SOCIAL 150
    FRIENDS OF BASSETT CHECK TO MGH)
    FRIENDS OF BASSETT CHECK TO MGH)
    ONE ATWELL ROAD
    ONE ATWELL ROAD
    COOPERSTOWN,NY13326
        MEDICAL 7,500
    OTSEGO COUNTY CONSERVATION ASSOCIAT
    OTSEGO COUNTY CONSERVATION ASSOCIATION
    PO BOX 931
    PO BOX 931
    COOPERSTOWN,NY13326
        ENVIRONMENT 500
    FOOD AND WATER WATCH
    FOOD AND WATER WATCH
    1616 P STREET SUITE 300
    1616 P STREET SUITE 300
    WASHINGTON,DC20036
        ENVIRONMENT 500
    CSPI
    CSPI
    1220 L ST NW SUITE 300
    1220 L ST NW SUITE 300
    WASHINGTON,DC20005
        SCIENCE 150
    Total .................................bullet 3a 75,782
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............
            11
    4 Dividends and interest from securities....         11,187
    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 .............
            213,987
    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)..     225,185
    13Total. Add line 12, columns (b), (d), and (e)..................
    13225,185
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    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 its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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, NY13326

    $199,371


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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
    2095 SH XOM $199,371 2013-07-23
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE 5,000      

    TY 2013 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 2013 InvestmentsCorpStockSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES RUSSELL 1000 GROWTH INDEX 60,964 60,964
    ARTISAN MID CAP VALUE 56,682 56,682
    ISHARES RUSSELL MIDCAP GROWTH INDEX 31,101 31,101
    T.ROWE PRICE MID-CAP GROWTH 27,122 27,122
    ISHARES RUSSELL 2000 VALUE INDEX 62,065 62,065
    EXXONMOBIL 192,280 192,280
    HARBOR INTERNATIONAL INSTL FUND 86,586 86,586
    BROWN CAPITAL MGMT SMALL CO INV 64,258 64,258
    ISHARES RUSSELL 1000 VALUE 59,083 59,083
    OAKMARK INTERNATIONAL 37,794 37,794

    TY 2013 OtherDecreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Description Amount
    DIFF BOOK VALUE AND COST BASIS OF SECURITIES SOLD 186,964
    CALL OPTION OUTSTANDING 21,280


    TY 2013 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 100      


    TY 2013 OtherIncreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Description Amount
    UNREALIZED GAIN CHANGE IN INVESTMENT VALUE 126,915


    TY 2013 OtherLiabilitiesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Description Beginning of Year - Book Value End of Year - Book Value
    CALL 100 SH XOM (AT 90)   21,280


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 2,046 2,046    


    TY 2013 SubstantialContributorsSch
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Name Address
    LOUIS W ALLSTADT 18 MAIN STREET
    COOPERSTOWN
    COOPERSTOWN,NY133261331


    TY 2013 TaxesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN: 54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX ON INVESTMENT INCOME 898      
    FOREIGN TAX ON DIVIDENDS 123 123