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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ALBION HIGH SCHOOL ALUMNI FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 345
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBION, NY144110345
A Employer identification number

22-2925068
B Telephone number (see instructions)

(585) 589-4477
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$2,219,250J 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) 58,376
2 Check bullet.............
3 Interest on savings and temporary cash investments 227 227 227
4 Dividends and interest from securities... 30,511 30,511 30,511
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -10,183
b Gross sales price for all assets on line 6a 225,987
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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)....... Click to see attachment 6,360 0 6,360
12 Total. Add lines 1 through 11........ 85,291 30,738 37,098
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 600 300 0 300
c Other professional fees (attach schedule).... Click to see attachment 7,840 7,840 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 930 0 0 250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,158 0 0 3,158
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,528 8,140 0 3,708
25 Contributions, gifts, grants paid....... 90,342 78,567
26 Total expenses and disbursements. Add lines 24 and 25 102,870 8,140 0 82,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,579
b Net investment income (if negative, enter -0-) 22,598
c Adjusted net income (if negative, enter -0-)... 37,098
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 343,977 158,812 158,812
2 Savings and temporary cash investments......... 122,476 270,531 270,531
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)....... 1,172,875 Click to see attachment1,201,681 1,789,907
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) 1,639,328 1,631,024 2,219,250
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 149,000 158,275
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 149,000 158,275
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,490,328 1,472,749
29 Total net assets or fund balances (see instructions)..... 1,490,328 1,472,749
30 Total liabilities and net assets/fund balances (see instructions). 1,639,328 1,631,024
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,490,328
2
Enter amount from Part I, line 27a .....................
2
-17,579
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,472,749
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,472,749
Form 990-PF (2020)
Form 990-PF (2020)
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 420.994 SHS FPA CRESCENT FUND   2001-01-01 2020-12-03
b 1491.56 SHS JP MORGAN STRATEGIC INC   2001-01-01 2020-12-04
c 200 SHS INTEL CORP   2001-01-01 2020-12-29
d 200 SHS ORACLE CORP   2001-01-01 2020-12-29
e 90 SHS 3M CO   2001-01-01 2020-12-29
1300 SHS INVESCO (LIQUIDATION)   2001-01-01 2020-12-17
50 SHS APPLE INC   2015-08-04 2020-07-14
100 SHS CHEVRON CORP   2017-04-21 2020-09-30
300 SHS ELANCO ANIMAL HEALTH   2019-09-05 2020-04-28
200 SHS EXXON MOBIL   2015-07-22 2020-09-30
300 SHS GENERAL MOTORS   2018-03-07 2020-04-28
200 SJS ORACLE CORP   2017-04-27 2020-06-04
200 SHS ROYAL DUTCH SHELL   2017-01-23 2020-05-11
365 SHS SINCLAIR BROADCASTING   2016-09-23 2020-04-28
400 SHS SOFTBANK GROUP   2019-09-05 2020-05-19
250 SHS TORONTO DOMINION BANK   2017-03-21 2020-05-19
563.920 SHS AMG YACKMAN FUND   2001-01-01 2020-05-11
60.049 SHS DODGE & COX STOCK FD   2001-01-01 2020-09-30
348.068 SHS FPA CRESCENT FUND   2001-01-01 2020-05-11
CAPITAL GAINS DIVIDENDS P    
(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 15,000   13,975 1,025
b 17,108   17,460 -352
c 9,327   8,753 574
d 13,050   10,127 2,923
e 15,673   17,761 -2,088
30,393   31,799 -1,406
18,984   5,745 13,239
7,249   10,501 -3,252
7,344   7,995 -651
6,957   14,481 -7,524
6,813   11,270 -4,457
10,724   8,961 1,763
6,595   10,928 -4,333
6,120   9,956 -3,836
8,478   8,874 -396
10,116   12,132 -2,016
9,790   12,247 -2,457
10,000   11,506 -1,506
10,000   11,591 -1,591
6,266     6,266
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       1,025
b       -352
c       574
d       2,923
e       -2,088
      -1,406
      13,239
      -3,252
      -651
      -7,524
      -4,457
      1,763
      -4,333
      -3,836
      -396
      -2,016
      -2,457
      -1,506
      -1,591
      6,266
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 -10,075
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 -396
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 314
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 314
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 314
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 314
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 2021 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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    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
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.ALBIONALUMNI.ORG
    14
    The books are in care ofbulletLAURA SIMBOLI Telephone no.bullet (585) 356-4102

    Located atbullet25 W ACADEMY STREETALBIONNY ZIP+4bullet14411
    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 2020, 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 2020?.............
    1c
     
    No
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    LAURA SIMBOLI TREASURER (BEG NOV 2020))
    5.00     		0 0 0
    25 W ACADEMY STREET
    ALBION,NY14411
    MARISSA OLLES DIRECTOR
    1.00     		0 0 0
    3070 GAINES BASIN ROAD
    ALBION,NY14411
    STEPHEN HICKS PRESIDENT
    5.00     		0 0 0
    33 MEADOWBROOK DRIVE
    ALBION,NY14411
    SUSAN STARKWEATHER MILLER VICE PRESIDENT
    5.00     		0 0 0
    323 S MAIN STREET
    ALBION,NY14411
    AMY SHERMAN SECRETARY
    5.00     		0 0 0
    677 E STATE STREET
    ALBION,NY14411
    EDWARD FANCHER TREASURER (PART-YEAR)
    5.00     		0 0 0
    2820 GAINES BASIN ROAD
    ALBION,NY14411
    ANGELA ATWELL DIRECTOR
    1.00     		0 0 0
    3963 SUNSET COVE DR
    PORT ORANGE,FL32129
    VICTORIA FLUGEL DIRECTOR
    1.00     		0 0 0
    14725 HOLLEY ROAD
    ALBION,NY14411
    CHARLES NESBITT DIRECTOR
    1.00     		0 0 0
    4912 OAK ORCHARD ROAD
    ALBION,NY14411
    MARSHA RIVERS DIRECTOR
    1.00     		0 0 0
    132 E PARK STREET
    ALBION,NY14411
    JAMIE BENNETT DIRECTOR
    1.00     		0 0 0
    4710 OAK ORCHARD ROAD
    ALBION,NY14411
    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 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    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 PROVIDING SCHOLARSHIPS TO FORMER ALBION HIGH SCHOOL STUDENTS. 90,342
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,604,080
    b
    Average of monthly cash balances.......................
    1b
    447,898
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,051,978
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,051,978
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,780
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,021,198
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    101,060
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    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
     
    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
    82,275
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    82,275
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    82,275
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, 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 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
    37,098 38,913 32,987 26,169 135,167
    b 85% of line 2a ......... 31,533 33,076 28,039 22,244 114,892
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		82,275 59,930 74,665 47,299 264,169
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		82,275 59,930 74,665 47,299 264,169
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		67,373 60,769 58,817 47,667 234,626
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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 e-mail address of the person to whom applications should be addressed:
    ALBION HIGH SCHOOL ALUMNI FOUNDATIO
    PO BOX 345
    ALBION,NY14411
    (585) 589-4477
    bThe form in which applications should be submitted and information and materials they should include:
    SCHOOL SCHOLARSHIP FORM, LETTER STATING GOALS, SCHOOL & MAJOR, TRANSCRIPT, ACTIVITIES.
    cAny submission deadlines:
    MID-APRIL
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    STUDENTS OR ALUMNI OF ALBION HIGH SCHOOL AND EDUCATIONAL PURPOSES ADJUNCT THERETO.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ALBION HIGH SCHOOL
    PO BOX 345
    ALBION,NY14411     		NONE I PROGRAM SUPPORT 792
    ABBIE PAPPALARDO
    348 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 250
    ABIGAIL TUCKER
    13634 PHIPPS RD
    ALBION,NY14411     		NONE I EDUCATION 500
    ANGEL ROSARIO SOTO
    13374 HEMLOCK RIDGE RD
    ALBION,NY14411     		NONE I EDUCATION 1,250
    ANGEL RUSHING
    32 S MAIN ST
    HOLLEY,NY14470     		NONE I EDUCATION 500
    ANGELINA SNITZEL
    219 EAST STATE ST
    ALBION,NY14411     		NONE I EDUCATION 500
    ASHLYN LEBARON
    13733 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,750
    CAMERON ECKER
    127 DAY ST
    ALBION,NY14411     		NONE I EDUCATION 900
    CHASE FROMAN
    327 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 500
    CONNER HOLLENBECK
    34 INGERSOLL ST
    ALBION,NY14411     		NONE I EDUCATION 500
    DAN GRABOWSKI
    14061 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    JESSICA FOX
    13488 RT 31
    ALBION,NY14411     		NONE I EDUCATION 1,000
    KATELYN SPIERDOWIS
    14049 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 1,500
    LIAM WARD
    364 W STATE ST APT B
    ALBION,NY14411     		NONE I EDUCATION 1,750
    MARIAH PLAIN
    14902 HOLLEY RD
    ALBION,NY14411     		NONE I EDUCATION 500
    MOLLY WADHAMS
    1788 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 500
    THOMAS FURMANSKI
    502 EAST AVENUE
    ALBION,NY14411     		NONE I EDUCATION 500
    ADAMS ALEXA
    313 WEST BANK STREET
    ALBION,NY14411     		NONE I EDUCATION 1,500
    ADAMS MALLORY
    313 WEST BANK STREET
    ALBION,NY14411     		NONE I EDUCATION 1,000
    ALLEN TRINITY
    326 CAROLINE ST APT 5
    ALBION,NY14411     		NONE I EDUCATION 2,000
    BALLINES JASMINE
    14724 EAST LEE RD
    ALBION,NY14411     		NONE I EDUCATION 2,000
    BARNOSKY MELISSA
    3102 KENYONVILLE RD
    ALBION,NY14411     		NONE I EDUCATION 2,000
    BOYER MCKENNA
    13732 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,250
    BROWN HARRISON
    1301 OAK ORCHARD RIVER RD
    WATERPORT,NY14571     		NONE I EDUCATION 5,500
    CONN JACE
    538 DENSMORE ST
    ALBION,NY14411     		NONE I EDUCATION 1,000
    DANIELS RICHARD
    23 MEADOWBROOK DR
    ALBION,NY14411     		NONE I EDUCATION 3,125
    ELLISON KIRK
    333 EAST AVENUE
    ALBION,NY14411     		NONE I EDUCATION 4,000
    ETTINGER JACOB
    240 E STATE ST
    ALBION,NY14411     		NONE I EDUCATION 2,500
    FEARBY NATHAN
    15142 BAKER RD
    KENT,NY14477     		NONE I EDUCATION 2,000
    FLANAGAN MATTHEW
    14945 HOLLEY RD
    ALBION,NY14411     		NONE I EDUCATION 2,500
    HAPEMAN BRYLIE
    307 CAROLINE ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    HE SUSAN
    359 W PARK ST
    ALBION,NY14411     		NONE I EDUCATION 1,500
    KAST TYLER
    14684 STATE ROUTE 31
    ALBION,NY14411     		NONE I EDUCATION 3,125
    KOVALESKI MATTHEW
    5085 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 1,500
    LATHROP NATALIE
    235 W PARK ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    MADEJSKI JOSEPH
    3231 EAGLE HARBOR-WATERPORT RD
    ALBION,NY14411     		NONE I EDUCATION 5,000
    MOORE ZACHARY
    3850 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 3,725
    NARBURGH MADISON
    14270 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,900
    PETTIT TESS
    2636 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 2,250
    PRITCHARD BRYCE
    15 HAZARD PARKWAY
    ALBION,NY14411     		NONE I EDUCATION 3,000
    SCHLEEDE JESSICA
    1768 WATERPORT RD
    WATERPORT,NY14571     		NONE I EDUCATION 1,500
    STRUBEL KRISTEN
    45 GOODRICH ST
    ALBION,NY14411     		NONE I EDUCATION 4,000
    VAN EPPS HANNAH
    15522 ROUTE 31
    ALBION,NY14411     		NONE I EDUCATION 2,500
    Total .................................bullet 3a 78,567
    bApproved for future payment
    ABBIE PAPPALARDO
    348 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 4,750
    ANGEL ROSARIO SOTO
    13374 HEMLOCK RIDGE RD
    ALBION,NY14411     		NONE I EDUCATION 5,250
    ASHLYN LEBARON
    13733 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    BROOKLYN REED
    15275 STATE ROUTE 31
    ALBION,NY14411     		NONE I EDUCATION 4,000
    CAMERON ECKER
    127 DAY ST
    ALBION,NY14411     		NONE I EDUCATION 1,000
    CHASE FROMAN
    327 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    CONNER HOLLENBECK
    34 INGERSOLL ST
    ALBION,NY14411     		NONE I EDUCATION 12,500
    DAN GRABOWSKI
    14061 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 2,250
    ELLA KNAAK
    14923 E COUNTY HOUSE RD
    ALBION,NY14411     		NONE I EDUCATION 2,500
    ISABEL PENAFIEL
    326 E PARK ST
    ALBION,NY14411     		NONE I EDUCATION 1,500
    JACE CONN
    538 DENSMORE ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    JESSICA FOX
    13488 RT 31
    ALBION,NY14411     		NONE I EDUCATION 500
    KAITLYN KINTER
    3844 ALLENS BRIDGE RD
    ALBION,NY14411     		NONE I EDUCATION 2,000
    KARLI HENCHEN
    317 CAROLINE ST
    ALBION,NY14411     		NONE I EDUCATION 1,000
    KATELYN SPIERDOWIS
    14049 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 3,750
    LACEY STANDISH
    537 E STATE ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    LAIKEN RICKER
    111 LINWOOD AVE
    ALBION,NY14411     		NONE I EDUCATION 2,750
    LIAM WARD
    364 W STATE ST APT B
    ALBION,NY14411     		NONE I EDUCATION 1,500
    LOREN BEAM
    1814 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 5,000
    MARIAH PLAIN
    14902 HOLLEY RD
    ALBION,NY14411     		NONE I EDUCATION 12,500
    MOLLY WADHAMS
    1788 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    THOMAS FURMANSKI
    502 EAST AVENUE
    ALBION,NY14411     		NONE I EDUCATION 2,000
    TRINITY ALLEN
    326 CAROLINE ST APT 5
    ALBION,NY14411     		NONE I EDUCATION 2,000
    TYLER GOSLAU
    3195 GAINES BASIN RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    ZOIE MCGUIRE
    503 OAK ORCHARD ESTATES
    ALBION,NY14411     		NONE I EDUCATION 400
    Total .................................bullet 3b 76,150
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		    14 227  
    4 Dividends and interest from securities....     14 30,511  
    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.....     18    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -10,183  
    9 Net income or (loss) from special events:     01 6,360  
    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).. 0 26,915 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    26,915
    (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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ALBION HIGH SCHOOLPO BOX 345
    ALBION,NY14411     		NONE I PROGRAM SUPPORT 792
    ABBIE PAPPALARDO348 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 250
    ABIGAIL TUCKER13634 PHIPPS RD
    ALBION,NY14411     		NONE I EDUCATION 500
    ANGEL ROSARIO SOTO13374 HEMLOCK RIDGE RD
    ALBION,NY14411     		NONE I EDUCATION 1,250
    ANGEL RUSHING32 S MAIN ST
    HOLLEY,NY14470     		NONE I EDUCATION 500
    ANGELINA SNITZEL219 EAST STATE ST
    ALBION,NY14411     		NONE I EDUCATION 500
    ASHLYN LEBARON13733 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,750
    CAMERON ECKER127 DAY ST
    ALBION,NY14411     		NONE I EDUCATION 900
    CHASE FROMAN327 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 500
    CONNER HOLLENBECK34 INGERSOLL ST
    ALBION,NY14411     		NONE I EDUCATION 500
    DAN GRABOWSKI14061 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    JESSICA FOX13488 RT 31
    ALBION,NY14411     		NONE I EDUCATION 1,000
    KATELYN SPIERDOWIS14049 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 1,500
    LIAM WARD364 W STATE ST APT B
    ALBION,NY14411     		NONE I EDUCATION 1,750
    MARIAH PLAIN14902 HOLLEY RD
    ALBION,NY14411     		NONE I EDUCATION 500
    MOLLY WADHAMS1788 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 500
    THOMAS FURMANSKI502 EAST AVENUE
    ALBION,NY14411     		NONE I EDUCATION 500
    ADAMS ALEXA313 WEST BANK STREET
    ALBION,NY14411     		NONE I EDUCATION 1,500
    ADAMS MALLORY313 WEST BANK STREET
    ALBION,NY14411     		NONE I EDUCATION 1,000
    ALLEN TRINITY326 CAROLINE ST APT 5
    ALBION,NY14411     		NONE I EDUCATION 2,000
    BALLINES JASMINE14724 EAST LEE RD
    ALBION,NY14411     		NONE I EDUCATION 2,000
    BARNOSKY MELISSA3102 KENYONVILLE RD
    ALBION,NY14411     		NONE I EDUCATION 2,000
    BOYER MCKENNA13732 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,250
    BROWN HARRISON1301 OAK ORCHARD RIVER RD
    WATERPORT,NY14571     		NONE I EDUCATION 5,500
    CONN JACE538 DENSMORE ST
    ALBION,NY14411     		NONE I EDUCATION 1,000
    DANIELS RICHARD23 MEADOWBROOK DR
    ALBION,NY14411     		NONE I EDUCATION 3,125
    ELLISON KIRK333 EAST AVENUE
    ALBION,NY14411     		NONE I EDUCATION 4,000
    ETTINGER JACOB240 E STATE ST
    ALBION,NY14411     		NONE I EDUCATION 2,500
    FEARBY NATHAN15142 BAKER RD
    KENT,NY14477     		NONE I EDUCATION 2,000
    FLANAGAN MATTHEW14945 HOLLEY RD
    ALBION,NY14411     		NONE I EDUCATION 2,500
    HAPEMAN BRYLIE307 CAROLINE ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    HE SUSAN359 W PARK ST
    ALBION,NY14411     		NONE I EDUCATION 1,500
    KAST TYLER14684 STATE ROUTE 31
    ALBION,NY14411     		NONE I EDUCATION 3,125
    KOVALESKI MATTHEW5085 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 1,500
    LATHROP NATALIE235 W PARK ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    MADEJSKI JOSEPH3231 EAGLE HARBOR-WATERPORT RD
    ALBION,NY14411     		NONE I EDUCATION 5,000
    MOORE ZACHARY3850 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 3,725
    NARBURGH MADISON14270 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,900
    PETTIT TESS2636 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 2,250
    PRITCHARD BRYCE15 HAZARD PARKWAY
    ALBION,NY14411     		NONE I EDUCATION 3,000
    SCHLEEDE JESSICA1768 WATERPORT RD
    WATERPORT,NY14571     		NONE I EDUCATION 1,500
    STRUBEL KRISTEN45 GOODRICH ST
    ALBION,NY14411     		NONE I EDUCATION 4,000
    VAN EPPS HANNAH15522 ROUTE 31
    ALBION,NY14411     		NONE I EDUCATION 2,500
    Total ...............................bullet 3a 78,567
    bApproved for future payment
    ABBIE PAPPALARDO348 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 4,750
    ANGEL ROSARIO SOTO13374 HEMLOCK RIDGE RD
    ALBION,NY14411     		NONE I EDUCATION 5,250
    ASHLYN LEBARON13733 ALLEN RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    BROOKLYN REED15275 STATE ROUTE 31
    ALBION,NY14411     		NONE I EDUCATION 4,000
    CAMERON ECKER127 DAY ST
    ALBION,NY14411     		NONE I EDUCATION 1,000
    CHASE FROMAN327 S CLINTON ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    CONNER HOLLENBECK34 INGERSOLL ST
    ALBION,NY14411     		NONE I EDUCATION 12,500
    DAN GRABOWSKI14061 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 2,250
    ELLA KNAAK14923 E COUNTY HOUSE RD
    ALBION,NY14411     		NONE I EDUCATION 2,500
    ISABEL PENAFIEL326 E PARK ST
    ALBION,NY14411     		NONE I EDUCATION 1,500
    JACE CONN538 DENSMORE ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    JESSICA FOX13488 RT 31
    ALBION,NY14411     		NONE I EDUCATION 500
    KAITLYN KINTER3844 ALLENS BRIDGE RD
    ALBION,NY14411     		NONE I EDUCATION 2,000
    KARLI HENCHEN317 CAROLINE ST
    ALBION,NY14411     		NONE I EDUCATION 1,000
    KATELYN SPIERDOWIS14049 W BACON RD
    ALBION,NY14411     		NONE I EDUCATION 3,750
    LACEY STANDISH537 E STATE ST
    ALBION,NY14411     		NONE I EDUCATION 2,000
    LAIKEN RICKER111 LINWOOD AVE
    ALBION,NY14411     		NONE I EDUCATION 2,750
    LIAM WARD364 W STATE ST APT B
    ALBION,NY14411     		NONE I EDUCATION 1,500
    LOREN BEAM1814 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 5,000
    MARIAH PLAIN14902 HOLLEY RD
    ALBION,NY14411     		NONE I EDUCATION 12,500
    MOLLY WADHAMS1788 OAK ORCHARD RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    THOMAS FURMANSKI502 EAST AVENUE
    ALBION,NY14411     		NONE I EDUCATION 2,000
    TRINITY ALLEN326 CAROLINE ST APT 5
    ALBION,NY14411     		NONE I EDUCATION 2,000
    TYLER GOSLAU3195 GAINES BASIN RD
    ALBION,NY14411     		NONE I EDUCATION 1,000
    ZOIE MCGUIRE503 OAK ORCHARD ESTATES
    ALBION,NY14411     		NONE I EDUCATION 400
    Total ................................bullet 3b 76,150
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
     
    Employer identification number

    22-2925068
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
          		Employer identification number
    22-2925068
    Part I
    Contributors
    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
    THOMAS FORESE JR
     
    12 GILL STREET SUITE 2600
     
    WOBURN, MA01801

    		$ 11,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ESTATE OF KATHRYN MAHANY KERRIGAN
     
    C/O ED SCHLENK 106 W NORTH ST
     
    MARSHALLTOWN, IA50158

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    ELISSA NESBITT
     
    236 S MAIN STREET
     
    ALBION, NY14411

    		$ 5,341


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
          		Employer identification number

    22-2925068
    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
     
    		$    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
          		Employer identification number

    22-2925068
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 600 300 0 300

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    MISC ADJUSTMENTS & FEES 2001-01 PURCHASED 2020-12     108 COST 0 -108  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,201,681 1,789,907

    TY 2020 OtherExpensesSchedule
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 1,107 0 0 1,107
    POSTAGE 514 0 0 514
    BANK FEES 225 0 0 225
    OFFICE SUPPLIES 267 0 0 267
    ADVERTISING 1,045 0 0 1,045


    TY 2020 OtherIncomeSchedule2
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 6,360   6,360


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 7,840 7,840 0 0


    TY 2020 SubstantialContributorsSch
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Name Address
    QUIRINA VREEBURG PO BOX 673002
    DALLAS,TX75267
    KATHRYN MAHANY KERRIGAN CHARITABLE TRUST
          		PO BOX 770001
    CINCINNATI,OH452770053
    DENNIS KIRBY 3440 DENSMORE ROAD
    ALBION,NY14411
    MAURICE HOAG IRACHARLES SCHWAB
          		211 MAIN STREET
    SAN FRANCISCO,CA94105
    KEVIN KIRBY 348 HALLS BRANCH ROAD
    PLEASANT SHADE,TN37145
    RICHARD VICKIE BABBITT 7795 E SAM HILL PLACE
    TUCSON,AZ85750
    BARBARA BRIGGS 25310 GOLDCREST ROAD
    BONITA SPRINGS,FL34134
    ANN MOORE 4951 WALLINGTON DR
    HILLIARD,OH43026


    TY 2020 TaxesSchedule
    Name:
    ALBION HIGH SCHOOL ALUMNI FOUNDATION
    EIN:
    22-2925068
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 680 0 0 0
    NYS FILING FEE 250 0 0 250