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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ALLSTADT HARDIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)18 MAIN STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COOPERSTOWN, NY13326
A Employer identification number

54-2014941
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,220,186
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 18,367 18,367  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,837
b Gross sales price for all assets on line 6a 180,836
7 Capital gain net income (from Part IV, line 2)... 39,837
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........ 58,204 58,204  
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)....... 5,200      
c Other professional fees (attach schedule).... 4,311 4,311    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,289 2,289    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 305      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,105 6,600   0
25 Contributions, gifts, grants paid....... 120,962 120,962
26 Total expenses and disbursements. Add lines 24 and 25 133,067 6,600   120,962
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -74,863
b Net investment income (if negative, enter -0-) 51,604
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 35,870 3,194 3,194
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,427,284 Click to see attachment1,216,992 1,216,992
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,463,154 1,220,186 1,220,186
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment25  
23 Total liabilities (add lines 17 through 22)......... 25 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,463,129 1,220,186
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 1,463,129 1,220,186
31 Total liabilities and net assets/fund balances (see instructions). 1,463,154 1,220,186
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,463,129
2
Enter amount from Part I, line 27a .....................
2
-74,863
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,388,266
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
168,080
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
1,220,186
Form 990-PF (2018)
Form 990-PF (2018)
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 ST 1099-B GAIN/LOSS FID 569 P    
b LT 1099-B GAIN/LOSS FID 569 P    
c
d
e
(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 5,443   5,335 108
b 161,080   135,664 25,416
c
d
e
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       108
b       25,416
c
d
e
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 39,837
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 25,524
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 76,656 1,374,403 0.055774
2016 70,144 1,273,493 0.055080
2015 80,687 1,333,876 0.060491
2014 84,804 1,006,416 0.084263
2013 75,782 716,826 0.105719
2
Total of line 1, column (d) .....................
2
0.361327
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.072265
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,391,777
5
Multiply line 4 by line 3......................
5
100,577
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
516
7
Add lines 5 and 6........................
7
101,093
8
Enter qualifying distributions from Part XII, line 4,.............
8
120,962
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 516
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........................... 3 516
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- ..... 5 516
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,203
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 1,203
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 687
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet687 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletLOU ALLSTADT MELINDA HARDIN Telephone no.bullet (607) 547-7011

    Located atbullet18 MAIN STREETCOOPERSTOWNNY ZIP+4bullet133261331
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LOUIS W ALLSTADT PRESIDENT
    0.50
    0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MELINDA G HARDIN VP/SECRETARY
    15.00
    0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MAX H ALLSTADT DIRECTOR
    0.50
    0 0 0
    17021 ALBERMARLE ROAD
    APARTMENT C5
    BROOKLYN,NY11226
    JOHN A ALLSTADT DIRECTOR
    0.50
    0 0 0
    820 CHELTENHAM ROAD
    SANTA BARBARA,CA93105
    SARA HARDIN-ALLSTADT WEBB DIRECTOR
    0.50
    0 0 0
    1211 ALLENHURST AVENUE
    OCEAN,NJ07712
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,384,674
    b
    Average of monthly cash balances.......................
    1b
    28,298
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,412,972
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,412,972
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,195
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,391,777
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    69,589
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    69,589
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    516
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    516
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    69,073
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    69,073
    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
    69,073
    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
    120,962
    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
    120,962
    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
    516
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    120,446
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 69,073
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 44,401
    b From 2014...... 38,960
    c From 2015...... 15,041
    d From 2016...... 14,919
    e From 2017...... 8,788
    fTotal of lines 3a through e........ 122,109
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 120,962
    a Applied to 2017, 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 2018 distributable amount..... 69,073
    e Remaining amount distributed out of corpus 51,889
    5 Excess distributions carryover applied to 2018.    
    (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 5 173,998
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    44,401
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    129,597
    10 Analysis of line 9:
    a Excess from 2014.... 38,960
    b Excess from 2015.... 15,041
    c Excess from 2016.... 14,919
    d Excess from 2017.... 8,788
    e Excess from 2018.... 51,889
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    OTSEGO LAND TRUST
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 4,000
    CENTER FOR SCI IN THE PUBLIC
    1220 L STREET NW SUITE
    1220 L STREET NW SUITE
    WASHINGTON,DC20005
        EDUCATION 500
    LEAGUE OF WOMEN VOTERS OF NY
    1730 M STREET NW SUITE 1
    1730 M STREET NW SUITE 1
    WASHINGTON,DC20036
        COMMUNITY 500
    FRIENDS OF THE VILLAGE LIBRA
    22 MAIN STREET PO BOX 661
    22 MAIN STREET PO BOX 661
    COOPERSTOWN,NY13326
        COMMUNITY 500
    WSKG
    PO BOX 3000
    PO BOX 3000
    BINGHAMTON,NY13902
        EDUCATION 250
    THE NATIONAL WORLD WAR II MU
    921 PENNSYLVANIA AVE SE
    921 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003
        COMMUNITY 250
    EARTHJUSTICE
    50 CALIFORNIA ST SUITE 5
    50 CALIFORNIA ST SUITE 5
    SAN FRANCISCO,CA94111
        ENVIRONMENT 33,334
    LWV OF COOPERSTOWN AREA EDUC
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207
        EDUCATION 250
    HIGHTOWER LOWDOWN
    PO BOX 3109
    PO BOX 3109
    LONGHORNE,PA19047
        COMMUNITY 250
    FRIENDS OF MUSIC AND ART
    1703 32ND STREET NW
    1703 32ND STREET NW
    WASHINGTON,DC20007
        COMMUNITY/ENVIRONMENT 250
    COOPERSTOWN GRADUATE PROGRAM
    PO BOX 800
    PO BOX 800
    COOPERSTOWN,NY13326
        EDUCATION 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    1250 24TH STREET NW
    WASHINGTON,DC20090
        ENVIRONMENT 250
    RAFI USA
    274 PITTSBORO ELEM SCHOOL
    274 PITTSBORO ELEM SCHOOL
    PITTSBORO,NC27132
        ENVIRONMENT 250
    COOPERSTOWN FOOD PANRTY
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        COMMUNITY/SOCIAL 2,000
    INDIE STREET FILM FESTIVAL
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 2,500
    AARP FOUNDATION
    601 E ST NW
    601 E ST NW
    WASHINGTON,DC20049
        SOCIAL 200
    FRIENDS OF BASSETT HEALTHCAR
    ONE ATWELL ROAD
    ONE ATWELL ROAD
    COOPERSTOWN,NY13326
        MEDICAL 2,500
    AMERICAN HORTICULTURAL SOCIE
    7931 E BOULEVARD DRIVE
    7931 E BOULEVARD DRIVE
    ALEXANDRIA,VA22308
        COMMUNITY 150
    NATIONAL PARKS FOUNDATION
    1110 VERMONT AVE NW SUIT
    1110 VERMONT AVE NW SUIT
    WASHINGTON,DC20005
        ENVIRONMENT 250
    COOPERSTOWN PRESBYTERIAN CHU
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        COMMUNITY 1,000
    AFRICAN WILDLIFE FOUNDATION
    1400 16TH STREET NW 120
    1400 16TH STREET NW 120
    WASHINGTON,DC20036
        ENVIRONMENT 250
    FRIENDS OF THE EARTH
    1101 15TH STREET NW 11TH
    1101 15TH STREET NW 11TH
    WASHINGTON,DC20005
        ENVIRONMENT 250
    NEW YORK STATE SHERIFFS ASSO
    27 ELK STREET
    27 ELK STREET
    ALBANY,NY12207
        COMMUNITY 100
    INTERNATIONAL PLANNED PARENT
    125 MAIDEN LN 9TH FLOOR
    125 MAIDEN LN 9TH FLOOR
    NEW YORK,NY10038
        COMMUNITY 500
    CHURCH OF THE LARGER FELLOWS
    25 BEACON ST
    25 BEACON ST
    BOSTON,MA02108
        CHURCH 100
    OTSEGO2000
    101 MAIN STREET
    101 MAIN STREET
    COOPERSTOWN,NY13326
        COMMUNITY 1,000
    CHERRY VALLEY COMMUNITY FACI
    2 MAIN STREET
    2 MAIN STREET
    CHERRY VALLEY,NY13320
        COMMUNITY 250
    JANE GOODALL INSTITUTE
    PO BOX 620429
    PO BOX 620429
    ATLANTA,GA30362
        ENVIRONMENT 250
    COOPERSTOWN TENNIS
    PO BOX 425
    PO BOX 425
    COOPERSTOWN,NY13326
        COMMUNITY 150
    ARBOR DAY FOUNDATION
    100 ARBOR AVENUE
    100 ARBOR AVENUE
    NEBRASKA CITY,NE68410
        ENVIRONMENT 150
    LWVNYS EDUCATION FUND
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207
        EDUCATION 250
    STONYBROOK FOUNDATION
    230 ADMINISTRATION STONY
    230 ADMINISTRATION STONY
    STONY BROOK,NY11794
        EDUCATION 75
    THE FRIENDS OF LONG ISLAND W
    24 WOODBINE AVE SUITE 2
    24 WOODBINE AVE SUITE 2
    NORTHPORT,NY11768
        COMMUNITY 100
    SANDY HOOK PROMISE FOUNDATIO
    PO BOX 3489
    PO BOX 3489
    NEWTON,CT06470
        COMMUNITY 100
    SPRINGBROOK
    37 AVERILL RD
    37 AVERILL RD
    COOPERSTOWN,NY13326
        COMMUNITY 250
    CAHPC
    ONE BIRCHWOOD
    ONE BIRCHWOOD
    ONEONTA,NY13820
        COMMUNITY 250
    SUSQUEHANNA ANIMAL SHELTER
    4841 NY-28
    4841 NY-28
    COOPERSTOWN,NY13326
        COMMUNITY 250
    FRIENDS OF THE UUA
    24 FARNSWORTH ST
    24 FARNSWORTH ST
    BOSTON,MA02210
        SOCIAL 100
    NATIONAL PARKS CONSERVATION
    777 6TH STREET NW
    777 6TH STREET NW
    WASHINGTON,DC20001
        ENVIRONMENT 100
    SPECIAL OLYMPICS NEW YORK
    504 BALLTOWN ROAD
    504 BALLTOWN ROAD
    SCHENECTADY,NY12304
        COMMUNITY 125
    FRESH AIR FUND
    633 3RD AVENUE
    633 3RD AVENUE
    NEW YORK,NY10017
        ENVIRONMENT 250
    LAKE AND VALLEY GARDEN CLUB
    242 MAIN STREET
    242 MAIN STREET
    ONEONTA,NY13820
        COMMUNITY 150
    THE GLIMMERGLASS FESTIVAL
    PO BOX 191
    PO BOX 191
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 2,500
    COOPERSTOWN ANGEL NETWORK IN
    164 MAIN STREET SUITE 2
    164 MAIN STREET SUITE 2
    ONEONTA,NY13820
        COMMUNITY 1,000
    SAVE THE CHILDREN
    54 WILTON RD
    54 WILTON RD
    WESTPORT,CT06880
        SOCIAL 2,500
    COOPERSTOWN PRESBYTERIAN CHU
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        COMMUNITY 50
    IMMIGRANT LEGAL RESOURCE CEN
    1627 K STREET NW 610
    1627 K STREET NW 610
    WASHINGTON,DC20006
        COMMUNITY 100
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    1000 FIFTH AVENUE
    NEW YORK,NY10028
        COMMUNITY/ARTS 100
    LITTLE DELAWARE YOUTH ENSEMB
    PO BOX 206
    PO BOX 206
    ONEONTA,NY13820
        COMMUNITY 250
    SALT SPRINGVILLE COMMUNITY R
    24 CLINTON ST
    24 CLINTON ST
    FORT PLAIN,NY13339
        COMMUNITY 250
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FL
    350 FIFTH AVENUE 34TH FL
    NEW YORK,NY10118
        COMMUNITY 250
    FENIMORE ART MUSEUM
    5798 NEW YORK 80
    5798 NEW YORK 80
    COOPERSTOWN,NY13326
        ARTS 500
    FENNIMORE ART MUSEUM
    5798 NEW YORK 80
    5798 NEW YORK 80
    COOPERSTOWN,NY13326
        ARTS 1,000
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST
    22 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 250
    SMITHY CENTER FOR THE ARTS
    55 PIONEER ST
    55 PIONEER ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 250
    INDIE STREET FILM FESTIVAL
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 3,000
    AS YOU SOW
    1611 TELEGRAPH AVENUE SU
    1611 TELEGRAPH AVENUE SU
    OAKLAND,CA94612
        COMMUNITY 750
    RAICES TEXAS
    1305 N FLORES ST
    1305 N FLORES ST
    SAN ANTONIO,TX78712
        COMMUNITY 250
    FRESH AIR FUND
    633 3RD AVENUE
    633 3RD AVENUE
    NEW YORK,NY10017
        ENVIRONMENT 250
    OTSEGO 2000
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ENVIRONMENT 1,000
    COOPERSTOWN SUMMER MUSIC FES
    242 MAIN STREET
    242 MAIN STREET
    ONEONTA,NY13820
        ARTS 3,000
    FARMERS MUSEUM MUSEUM
    5775 STATE ROUTE 80
    5775 STATE ROUTE 80
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 1,000
    POPULATION CONNECTION
    2120 L STREET NW 500
    2120 L STREET NW 500
    WASHINGTON,DC20037
        COMMUNITY/ENVIRONMENT 500
    UNION OF CONCERNED SCIENTTIS
    2 BRATTLE SQUARE
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138
        ENVIRONMENT 1,000
    FOUNDATION FOR NATIONAL PROG
    222 SUTTER STREET SUITE
    222 SUTTER STREET SUITE
    SAN FRANCISCO,CA94108
        COMMUNITY 500
    WOMEN FOR WOMEN INTL
    2000 M ST NW SUITE 200
    2000 M ST NW SUITE 200
    WASHINGTON,DC20036
        SOCIAL 500
    CHRIST CHURCH
    46 RIVER ST
    46 RIVER ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 500
    COOPERSTOWN ART ASSOCIATION
    22 MAIN ST
    22 MAIN ST
    COOPERSTOWN,NY13326
        COMMUNITY/ARTS 80
    LITTLE DELAWARE YOUTH ENSEMB
    PO BOX 206
    PO BOX 206
    ONEONTA,NY13820
        COMMUNITY 250
    WCNY
    PO BOX 2400
    PO BOX 2400
    SYRACUSE,NY13204
        COMMUNITY/ARTS 250
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    1000 FIFTH AVENUE
    NEW YORK,NY10028
        COMMUNITY/ARTS 50
    ROTARY CLUB FDN OR COOPERSTO
    60 LAKE STREET
    60 LAKE STREET
    COOPERSTOWN,NY13326
        COMMUNITY 1,000
    ALS ASSOCIATION DC MD VA CHA
    7507 STANDISH PLACE
    7507 STANDISH PLACE
    ROCKVILLE,MD20855
        MEDICAL 1,000
    COOPERSTOWN CONCERT SERIES
    242 MAIN STREET
    242 MAIN STREET
    ONEONTA,NY13820
        ARTS 250
    GERMAN MARHSALL FUND
    1744 R ST NW
    1744 R ST NW
    WASHINGTON,DC20009
        SOCIAL 100
    WORLD CENTRAL KITCHEN
    1875 CONNECTICUT AVE 10T
    1875 CONNECTICUT AVE 10T
    WASHINGTON,DC20009
        COMMUNITY/SOCIAL 100
    WORLD CENTRAL KITCHEN
    1875 CONNECTICUT AVE 10T
    1875 CONNECTICUT AVE 10T
    WASHINGTON,DC20009
        COMMUNITY/SOCIAL 100
    HIAS
    1300 SPRING ST SUITE 500
    1300 SPRING ST SUITE 500
    SILVER SPRING,MD20910
        SOCIAL 100
    CNATL INSTITUTE FOR REPRODUCT
    14 WALL STREET SUITE 3B
    14 WALL STREET SUITE 3B
    NEW YORK,NY10005
        COMMUNITY 1,000
    COOPERSTOWN COMMUNITY CHRIST
    PO BOX 428
    PO BOX 428
    COOPERSTOWN,NY13326
        COMMUNITY 250
    FRIENDS OF BASSETT HEALTHCAR
    1 ATWELL RD COOPERSTOWN
    1 ATWELL RD COOPERSTOWN
    COOPERSTOWN,NY13326
        MEDICAL 5,000
    MERCY CORPS
    PO BOX 2669
    PO BOX 2669
    PORTLAND,OR97208
        SOCIAL 500
    THE COMMUNITY FOUNDATION
    372 GLIMMERGLEN RD
    372 GLIMMERGLEN RD
    COOPERSTOWN,NY13326
        COMMUNITY 5,000
    TRUST WOMEN FOUNDATION
    PO BOX 3222
    PO BOX 3222
    WICHITA,KS67201
        MEDICAL 500
    BRIDGE TO SKATE
    2064 FEDERAL AVE
    2064 FEDERAL AVE
    COSTA MESA,CA92627
        COMMUNITY 200
    COOPERSTOWN PRESBYTERIAN CHU
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        COMMUNITY 1,000
    HABITAT FOR HUMANITY OTSEGO CTY
    291 CHESTNUT ST
    291 CHESTNUT ST
    ONEONTA,NY13820
        COMMUNITY 500
    ANERA
    1111 14TH ST NW 400
    1111 14TH ST NW 400
    WASHINGTON,DC20005
        COMMUNITY 500
    CATSKILL AREA HOSPICE
    ONE BIRCHWOOD
    ONE BIRCHWOOD
    ONEONTA,NY13820
        COMMUNITY 250
    OTSEGO LAKE ASSOCIATION
    PO BOX 13 SPRINGFIELD CE
    PO BOX 13 SPRINGFIELD CE
    SPRINGFIELD CENTER,NY13468
        COMMUNITY/ENVIRONMENT 500
    COOPERSTOWN FOOD PANTRY
    25 CHURCH ST
    25 CHURCH ST
    COOPERSTOWN,NY13326
        SOCIAL/MEDICAL 1,000
    CITIZENS CLIMATE EDUCATION
    1330 ORANGE AVE 309
    1330 ORANGE AVE 309
    CORONADO,CA92113
        ENVIRONMENT 500
    FRIENDS OF THE UUA
    24 FARNSWORTH ST
    24 FARNSWORTH ST
    BOSTON,MA02210
        SOCIAL 100
    OCCA
    101 MAIN STREET
    101 MAIN STREET
    COOPERSTOWN,NY13326
        COMMUNITY 1,000
    FRIENDS OF THE VILLAGE LIBRA
    22 MAIN STREET PO BOX 661
    22 MAIN STREET PO BOX 661
    COOPERSTOWN,NY13326
        COMMUNITY 250
    NATL PARK FDN
    777 6TH STREET NW
    777 6TH STREET NW
    WASHINGTON,DC20001
        ENVIRONMENT 250
    CURE ALZHEIMER'S FUND
    34 WASHINGTON ST 200
    34 WASHINGTON ST 200
    WELLESLEY HILLS,MA02481
        MEDICAL 500
    FAMILY PLANNING OF SOUTH CEN
    117 HAWLEY ST
    117 HAWLEY ST
    BINGHAMTON,NY13901
        COMMUNITY/SOCIAL 10,000
    AS YOU SOW
    1611 TELEGRAPH AVENUE SU
    1611 TELEGRAPH AVENUE SU
    OAKLAND,CA94612
        COMMUNITY 250
    CENTER FOR FOOD SAFETY
    660 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003
        ENVIRONMENT 500
    WSKG
    PO BOX 3000
    PO BOX 3000
    BINGHAMTON,NY13902
        EDUCATION 300
    ACTBLUECHAR
    PO BOX 441146
    PO BOX 441146
    SOMERVILLE,MA02144
        SOCIAL 250
    ALS ASSOCIATION
    7507 STANDISH PLACE
    7507 STANDISH PLACE
    ROCKVILLE,MD20855
        MEDICAL 500
    ARBOR DAY FOUNDATION
    100 ARBOR AVENUE
    100 ARBOR AVENUE
    NEBRASKA CITY,NE68410
        ENVIRONMENT 50
    CATALOGCHO
    1442 WALNUT ST 272
    1442 WALNUT ST 272
    BERKELEY,CA94709
        COMMUNITY 25
    CENTERFORREPRODUCTIVE
    ONE FARRAGUT SQUARE SOUTH
    ONE FARRAGUT SQUARE SOUTH
    WASHINGTON,DC20006
        COMMUNITY 250
    CHARITY NAVIGATOR
    PO BOX 6002
    PO BOX 6002
    BELLMAWR,NJ08099
        COMMUNITY 250
    CHARITYNAVIGATOR
    PO BOX 6002
    PO BOX 6002
    BELLMAWR,NJ08099
        COMMUNITY 250
    CONSMRRPRTS DONATE
    101 TRUMAN AVE
    101 TRUMAN AVE
    YONKERS,NY10703
        SOCIAL 100
    CURE ALZ FUND
    34 WASHINGTON ST 200
    34 WASHINGTON ST 200
    WELLESLEY HILLS,MA02481
        MEDICAL 1,000
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW
    1130 17TH STREET NW
    WASHINGTON,DC20036
        ENVIRONMENT 250
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW
    1130 17TH STREET NW
    WASHINGTON,DC20036
        ENVIRONMENT 250
    FISTULA FOUNDATION
    1900 THE ALAMEDASUITE 50
    1900 THE ALAMEDASUITE 50
    SAN JOSE,CA95126
        MEDICAL/SOCIAL 1,000
    FISTULA FOUNDATION
    1900 THE ALAMEDASUITE 50
    1900 THE ALAMEDASUITE 50
    SAN JOSE,CA95126
        MEDICAL/SOCIAL 1,020
    GREENPEACE
    702 H STREET NW SUITE 30
    702 H STREET NW SUITE 30
    WASHINGTON,DC20001
        ENVIRONMENT 25
    GREENPEACE
    702 H STREET NW SUITE 30
    702 H STREET NW SUITE 30
    WASHINGTON,DC20001
        ENVIRONMENT 25
    GREENPEACE
    702 H STREET NW SUITE 30
    702 H STREET NW SUITE 30
    WASHINGTON,DC20001
        ENVIRONMENT 25
    GREENPEACE
    702 H STREET NW SUITE 30
    702 H STREET NW SUITE 30
    WASHINGTON,DC20001
        ENVIRONMENT 25
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    INDIESTREET
    99 MONMOUTH STREET
    99 MONMOUTH STREET
    RED BANK,NJ07701
        COMMUNITY 100
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 283
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 515
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    GIFFORDS LAW CENTER TO PREVENT GUN
    268 BUSH STREET 555
    268 BUSH STREET 555
    SAN FRANCISCO,CA94104
        COMMUNITY 26
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 500
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 35
    OCEANA INC
    1025 CONNECTICUT AVENUE
    1025 CONNECTICUT AVENUE
    WASHINGTON,DC20036
        ENVIRONMENT 250
    OLD JAIL ART CENTER WWWTHEOLDJAI T
    201 SECOND STREET
    201 SECOND STREET
    ALBANY,TX76430
        COMMUNITY 250
    PSE HEALTHY ENERGY
    PO BOX 6571
    PO BOX 6571
    ITHACA,NY14850
        ENVIRONMENT 250
    SAVE THE CHILDREN
    54 WILTON RD
    54 WILTON RD
    WESTPORT,CT06880
        SOCIAL 336
    SPLC DONATION (SOUTHERN POVERTY LAW
    400 WASHINGTON AVE
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
        COMMUNITY 500
    WIKIMEDIAFO
    39 STILLMAN ST
    39 STILLMAN ST
    SAN FRANCISCO,CA94107
        COMMUNITY 100
    WOMEN FOR WOMEN INTL
    2000 M ST NW SUITE 200
    2000 M ST NW SUITE 200
    WASHINGTON,DC20036
        SOCIAL 500
    WOMEN FOR WOMEN INTL
    2000 M ST NW SUITE 200
    2000 M ST NW SUITE 200
    WASHINGTON,DC20036
        SOCIAL 500
    WRVO PUBLIC MEDIA
    7060 STATE RTE 104
    7060 STATE RTE 104
    OSWEGO,NY13126
        COMMUNITY/ARTS 250
    WRVO PUBLIC MEDIA
    7060 STATE RTE 104
    7060 STATE RTE 104
    OSWEGO,NY13126
        COMMUNITY/ARTS 250
    Total .................................bullet 3a 120,962
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....         18,367
    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 ............
            39,837
    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)..     58,204
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    58,204
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE 5,200      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    T.ROWE PRICE MID-CAP GROWTH 31,061 31,061
    HARBOR INTERNATIONAL INSTL FUND    
    BROWN CAPITAL MGMT SMALL CO INV 117,159 117,159
    OAKMARK INTERNATIONAL 41,723 41,723
    PIMCO LOW DURATION 216,119 216,119
    HUBER CAPITAL SMALL CAP 104,088 104,088
    PEAR TREE POLARIS 59,260 59,260
    OPPENHEIMER INT'L GROWTH 60,402 60,402
    OPPENHEIMER DEV MARKETS 48,907 48,907
    WELLS FARGO SPECIAL MID CAP 65,676 65,676
    FIDELITY MSCI CONSUMER 43,033 43,033
    FIDELITY MSCI CONSUMER STAPLES 32,574 32,574
    FIDELITY MSCI FINLS INDEX EXT 53,810 53,810
    FIDELITY MSCI HEALTH CARE 62,600 62,600
    FIDELITY MSCI INDL INDEX 38,591 38,591
    FIDELITY MSCI INFORMATION TECH 77,208 77,208
    FIDELITY MSCI REAL ESTATE 6,717 6,717
    FIDELITY MSCI UTILS INDEX ETF 11,371 11,371
    FIDELITY MSCI TELECOMMUNICATIONS 13,362 13,362
    ISHARES S&P SMALLCAP 600 VALUE 3,824 3,824
    SPDR S&P MIDCAP 400 ETF 69,917 69,917
    VANGUARD ADMIRAL S&P MIDCAP 400 39,726 39,726
    SPDR PORTFOLIO DEVELOPED WORLD 19,864 19,864

    TY 2018 OtherDecreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Description Amount
    DIFF BOOK VALUE AND COST BASIS OF SECURITIES SOLD 26,459
    UNREALIZED LOSS CHANGE IN INVESTMENT VALUE 141,621


    TY 2018 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 275      
    ADMIN EXP - TRANSACTION FEES 30      


    TY 2018 OtherLiabilitiesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Description Beginning of Year - Book Value End of Year - Book Value
    EXPENSES ADVANCED BY DIRECTOR 25  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 4,311 4,311    


    TY 2018 TaxesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX ON INVESTMENT INCOME 1,703 1,703    
    FOREIGN TAX ON DIVIDENDS 586 586