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
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$1,338,867J 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... 14,253 14,253  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,204
b Gross sales price for all assets on line 6a 172,562
7 Capital gain net income (from Part IV, line 2)... 67,204
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........ 81,457 81,457  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,235      
c Other professional fees (attach schedule).... Click to see attachment 3,608 3,608    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,118 4,118    
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 275      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,236 7,726   0
25 Contributions, gifts, grants paid....... 116,422 116,422
26 Total expenses and disbursements. Add lines 24 and 25 127,658 7,726   116,422
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,201
b Net investment income (if negative, enter -0-) 73,731
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments.........   50,464 50,464
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)....... 1,311,220 Click to see attachment1,288,403 1,288,403
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) 1,311,220 1,338,867 1,338,867
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 attachment3,357  
23 Total liabilities (add lines 17 through 22)......... 3,357 0
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........ 1,307,863 1,338,867
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,307,863 1,338,867
30 Total liabilities and net assets/fund balances (see instructions). 1,311,220 1,338,867
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
1,307,863
2
Enter amount from Part I, line 27a .....................
2
-46,201
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
112,823
4
Add lines 1, 2, and 3 ..........................
4
1,374,485
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
35,618
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,338,867
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 2517.623-PIMCO LOW DURATION INSTITUT P 2014-02-28 2020-11-10
b 221.808-BROWN CAPITAL MGMT SMALL COM P   2020-05-29
c 158.265-BROWN CAPITAL MGMT SMALL COM P   2020-08-04
d 156.695-BROWN CAPITAL MGMT SMALL COM P   2020-01-27
e 564.865-INVESCO DEVELOPING MARKETS R P   2020-12-17
199.601-T ROWE PRICE MID CAPGROWTH F P 2010-04-20 2020-08-04
107-ISHARES S&P SMALLCAP600 VALUE IN P 2019-06-20 2020-01-27
(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 24,970   25,312 -342
b 24,970   14,712 10,258
c 19,970   10,497 9,473
d 16,470   10,393 6,077
e 29,970   17,525 12,445
19,970   11,242 8,728
16,499   15,677 822
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       -342
b       10,258
c       9,473
d       6,077
e       12,445
      8,728
      822
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 67,204
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 3 822
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 1,025
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  
3 Add lines 1 and 2........................... 3 1,025
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 1,025
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,290
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 2,290
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3
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 1,262
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,262 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$   (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 2020 or the taxable year beginning in 2020? 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 (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 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 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
     
     
    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
    LOUIS W ALLSTADT PRESIDENT
    000.00     		0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MELINDA G HARDIN VP/SECRETARY
    000.00     		0 0 0
    18 MAIN STREET
    COOPERSTOWN,NY13326
    MAX H ALLSTADT DIRECTOR
    000.00     		0 0 0
    1701 ALBERMARLE ROAD
    APARTMENT C5
    BROOKLYN,NY11226
    JOHN A ALLSTADT DIRECTOR
    000.00     		0 0 0
    820 CHELTENHAM ROAD
    SANTA BARBARA,CA93105
    SARA HARDIN-ALLSTADT WEBB DIRECTOR
    000.00     		0 0 0
    1015 BEVERLY AVENUE
    OCEAN,NJ077123607
    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 (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.............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 (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
    1,194,404
    b
    Average of monthly cash balances.......................
    1b
    21,270
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,215,674
    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
    1,215,674
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,235
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,197,439
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    59,872
    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
    59,872
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,025
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,025
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,847
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    58,847
    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
    58,847
    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
    116,422
    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
    116,422
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    116,422
    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 58,847
    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...... 15,041
    b From 2016...... 14,919
    c From 2017...... 8,788
    d From 2018...... 51,889
    e From 2019...... 130,991
    fTotal of lines 3a through e........ 221,628
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 116,422
    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..... 58,847
    e Remaining amount distributed out of corpus 57,575
    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 5 279,203
    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 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		15,041
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		264,162
    10 Analysis of line 9:
    a Excess from 2016.... 14,919
    b Excess from 2017.... 8,788
    c Excess from 2018.... 51,889
    d Excess from 2019.... 130,991
    e Excess from 2020.... 57,575
    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
             
    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 (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
    AARP FOUNDATION
    601 E ST NW
    601 E ST NW
    WASHINGTON,DC20049     		    SOCIAL 250
    AFRICAN WILDLIFE FDN
    1400 16TH STREET NW 120
    1400 16TH STREET NW 120
    WASHINGTON,DC20036     		    ENVIRONMENT 500
    AFRICAN WILDLIFE FOUND
    1400 16TH STREET NW 120
    1400 16TH STREET NW 120
    WASHINGTON,DC20036     		    ENVIRONMENT 513
    AMERICAN IMMIGRATION
    1331 G ST NW 200
    1331 G ST NW 200
    WASHINGTON,DC20005     		    COMMUNITY 500
    AMERICAN NEAR EAST REF
    1111 14TH ST NW 400
    1111 14TH ST NW 400
    WASHINGTON,DC20005     		    COMMUNITY 500
    AMERICANS UNITED FOR SEPARATION OF
    1901 L STREET NW SUITE 4
    1901 L STREET NW SUITE 4
    WASHINGTON,DC20036     		    SOCIAL 2,500
    AMERICANS UNITED FOR SEPARATION OF
    1901 L STREET NW SUITE 4
    1901 L STREET NW SUITE 4
    WASHINGTON,DC20036     		    SOCIAL 500
    ANGEL NETWORK OF COOPERSTOWN
    164 MAIN STREET SUITE 2
    164 MAIN STREET SUITE 2
    ONEONTA,NY13820     		    COMMUNITY 1,000
    ARBOR DAY FOUNDATION
    100 ARBOR AVENUE
    100 ARBOR AVENUE
    NEBRASKA CITY,NE68410     		    ENVIRONMENT 250
    AS YOU SOW
    1611 TELEGRAPH AVENUE SU
    1611 TELEGRAPH AVENUE SU
    OAKLAND,CA94612     		    COMMUNITY 1,000
    AS YOU SOW OAKLAND CA
    1611 TELEGRAPH AVENUE SU
    1611 TELEGRAPH AVENUE SU
    OAKLAND,CA94612     		    COMMUNITY 1,038
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1750
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271     		    COMMUNITY 100
    CAMFED USA FOUNDATION
    466 GEARY STREET SUITE 4
    466 GEARY STREET SUITE 4
    SAN FRANCISCO,CA94102     		    COMMUNITY 600
    CENTER FOR FOOD SAFETY
    660 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		    ENVIRONMENT 500
    CENTER FOR SCIENCE IN THE PUBLIC IN
    1220 L STREET NW STE 300
    1220 L STREET NW STE 300
    WASHINGTON,DC20005     		    EDUCATION 1,000
    CHARITY NAVIGATOR
    PO BOX 6002
    PO BOX 6002
    BELLMAWR,NJ08099     		    COMMUNITY 250
    CHURCH OF THE LARGER FELLOWS
    25 BEACON ST
    25 BEACON ST
    BOSTON,MA02108     		    CHURCH 150
    CITIZENS CLIMATE EDUCA
    1330 ORANGE AVE 309
    1330 ORANGE AVE 309
    CORONADO,CA92113     		    ENVIRONMENT 1,000
    COMM FOUND OF OTSEGO COUNTY
    372 GLIMMERGLEN RD
    372 GLIMMERGLEN RD
    COOPERSTOWN,NY13326     		    COMMUNITY 30,000
    COMMUNITY FOUNDATION OF OSTEGO COUN
    372 GLIMMERGLEN RD
    372 GLIMMERGLEN RD
    COOPERSTOWN,NY13326     		    COMMUNITY 10,000
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    COMPASSION
    125 E TRINITY PLACE STE
    125 E TRINITY PLACE STE
    DECATUR,GA300303360     		    ENVIRONMENT 20
    CONSERVATION INTERNATIONAL
    2011 CHRYSTAL DRIVE STE
    2011 CHRYSTAL DRIVE STE
    ARLINGTON,VA22202     		    ENVIRONMENT 6
    CONSUMER REPORTS
    101 TRUMAN AVE
    101 TRUMAN AVE
    YONKERS,NY10703     		    COMMUNITY 1,050
    COOPERSTOWN ART ASSN
    22 MAIN ST
    22 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 250
    COOPERSTOWN CENTRAL SCHOOL PTA
    39 LINDEN AVE
    39 LINDEN AVE
    COOPERSTOWN,NY13326     		    EDUCATION 259
    COOPERSTOWN COMMUNITY CHRIST
    PO BOX 428
    PO BOX 428
    COOPERSTOWN,NY13326     		    COMMUNITY 250
    COOPERSTOWN GRADUATE PROGRAM
    PO BOX 800
    PO BOX 800
    COOPERSTOWN,NY13326     		    EDUCATION 250
    COOPERSTOWN SUMMER MUSIC
    242 MAIN STREET
    242 MAIN STREET
    ONEONTA,NY13820     		    ARTS 5,000
    CTR FOR FOOF SAFETY
    660 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		    ENVIRONMENT 250
    CTR FOR REPRODUCTIVE RIGHTS
    ONE FARRAGUT SQUARE SOUTH
    ONE FARRAGUT SQUARE SOUTH
    WASHINGTON,DC20006     		    COMMUNITY 500
    CURE ALZ FUND
    34 WASHINGTON ST 200
    34 WASHINGTON ST 200
    WELLESLEY HILLS,MA02481     		    MEDICAL 1,000
    CURE ALZHEIMERS 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 500
    DOCTORS WO BORDERS
    333 SEVENTH AVE
    333 SEVENTH AVE
    NEW YORK,NY10001     		    MEDICAL/SOCIAL 500
    FAM PLANNING OF SOUTH CENTRA
    117 HAWLEY ST
    117 HAWLEY ST
    BINGHAMTON,NY13901     		    COMMUNITY/SOCIAL 10,000
    FENIMORE ART MUSEUM
    5798 NEW YORK 80
    5798 NEW YORK 80
    COOPERSTOWN,NY13326     		    ARTS 2,500
    FOLLOW YOUR DREAM
    115 W 30TH ST
    115 W 30TH ST
    NEW YORK,NY10001     		    COMMUNITY 263
    FOLLOW YOUR DREAM
    115 W 30TH ST
    115 W 30TH ST
    NEW YORK,NY10001     		    COMMUNITY 263
    FOLLOW YOUR DREAM
    115 W 30TH ST
    115 W 30TH ST
    NEW YORK,NY10001     		    COMMUNITY 263
    FRESH AIR FUND
    633 3RD AVENUE
    633 3RD AVENUE
    NEW YORK,NY10017     		    ENVIRONMENT 250
    FRIENDS OF BASSETT
    ONE ATWELL ROAD
    ONE ATWELL ROAD
    COOPERSTOWN,NY13326     		    MEDICAL 1,000
    FRIENDS OF BASSETT
    1 ATWELL RD COOPERSTOWN
    1 ATWELL RD COOPERSTOWN
    COOPERSTOWN,NY13326     		    MEDICAL 500
    FRIENDS OF BASSETT
    1 ATWELL RD COOPERSTOWN
    1 ATWELL RD COOPERSTOWN
    COOPERSTOWN,NY13326     		    MEDICAL 5,000
    FRIENDS OF THE EARTH
    1101 15TH STREET NW 11TH
    1101 15TH STREET NW 11TH
    WASHINGTON,DC20005     		    ENVIRONMENT 250
    FRIENDS OF THE PARKS
    17 N STATE STREET 1450
    17 N STATE STREET 1450
    CHICAGO,IL60602     		    ENVIRONMENT 250
    FRIENDS OF THE VILLAGE LIBRA
    22 MAIN STREET PO BOX 661
    22 MAIN STREET PO BOX 661
    COOPERSTOWN,NY13326     		    COMMUNITY 500
    GLIMMERGLASS FESTIVAL
    PO BOX 191
    PO BOX 191
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 2,500
    HABITAT FOR HUMANITY OF OTSE
    291 CHESTNUT ST
    291 CHESTNUT ST
    ONEONTA,NY13820     		    COMMUNITY 500
    HABITATFORHUMANITY
    291 CHESTNUT ST
    291 CHESTNUT ST
    ONEONTA,NY13820     		    COMMUNITY 500
    HELIOS CARE
    297 RIVER STREET S SERVI
    297 RIVER STREET S SERVI
    ONEONTA,NY13820     		    COMMUNITY 250
    HIGHTOWER LOWDOWN
    PO BOX 3109
    PO BOX 3109
    LONGHORNE,PA19047     		    COMMUNITY 100
    HUMAN RIGHTS WATCH
    350 FIFTH AVENUE 34TH FL
    350 FIFTH AVENUE 34TH FL
    NEW YORK,NY10118     		    COMMUNITY 500
    HYDE HALL INC
    PO BOX 721
    PO BOX 721
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 500
    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 2,500
    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
    LEAGUE OF WOMEN VOTERS
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207     		    EDUCATION 258
    LITTLE DELAWARE YOUTH ENSEMB
    PO BOX 206
    PO BOX 206
    ONEONTA,NY13820     		    COMMUNITY 250
    LWVEF
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207     		    EDUCATION 500
    LWVEF OF NEW YORK
    62 GRAND ST
    62 GRAND ST
    ALBANY,NY12207     		    EDUCATION 500
    MERCY CORPS
    PO BOX 2669
    PO BOX 2669
    PORTLAND,OR97208     		    SOCIAL 500
    MOTHER JONES INVESTIGATIVE F
    PO BOX 8540
    PO BOX 8540
    BIG SANDY,TX75755     		    EDUCATION 500
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVE NW SUIT
    1110 VERMONT AVE NW SUIT
    WASHINGTON,DC20005     		    ENVIRONMENT 500
    NATL PARK FDN
    1110 VERMONT AVE NW SUIT
    1110 VERMONT AVE NW SUIT
    WASHINGTON,DC20005     		    ENVIRONMENT 500
    NC STAGE COMPANY
    15 STAGE LANE
    15 STAGE LANE
    ASHEVILLE,NC28801     		    SOCIAL 150
    NETWRK4GOOD
    1140 CONNECTICUT AVE NW
    1140 CONNECTICUT AVE NW
    WASHINGTON,DC20036     		    COMMUNITY 525
    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
    OTSEGO 2000
    101 MAIN ST
    101 MAIN ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ENVIRONMENT 1,000
    OTSEGO 2000
    101 MAIN STREET
    101 MAIN STREET
    COOPERSTOWN,NY13326     		    COMMUNITY 258
    OTSEGO CO CONSERVATION ASSN
    101 MAIN STREET
    101 MAIN STREET
    COOPERSTOWN,NY13326     		    COMMUNITY 1,000
    PEN AMERICA
    588 BROADWAY 303
    588 BROADWAY 303
    NEW YORK,NY10012     		    COMMUNITY 100
    POPULATION CONNECTION
    2120 L ST NW 500
    2120 L ST NW 500
    WASHINGTON,DC20037     		    ENVIRONMENT 500
    PUBLICINTELLIGENCE
    222 SUTTER ST 6TH FL
    222 SUTTER ST 6TH FL
    SAN FRANCISCO,CA94108     		    SOCIAL 258
    PV FOUNDATION
    3 CHENANGO ROAD
    3 CHENANGO ROAD
    EDMESTON,NY13335     		    SOCIAL 1,500
    RAFI USA
    274 PITTSBORO ELEM SCHOOL
    274 PITTSBORO ELEM SCHOOL
    PITTSBORO,NC27132     		    ENVIRONMENT 250
    SAVE THE CHILDREN
    54 WILTON RD
    54 WILTON RD
    WESTPORT,CT06880     		    SOCIAL 2,500
    SAVE THE CHILDREN
    54 WILTON RD
    54 WILTON RD
    WESTPORT,CT06880     		    SOCIAL 336
    SAVE THE CHILDREN
    54 WILTON RD
    54 WILTON RD
    WESTPORT,CT06880     		    SOCIAL 150
    SPEC OLYMPICS NY
    504 BALLTOWN ROAD
    504 BALLTOWN ROAD
    SCHENECTADY,NY12304     		    COMMUNITY 250
    SUMOFUS
    2443 FILMORE ST 380-127
    2443 FILMORE ST 380-127
    SAN FRANCISCO,CA94115     		    COMMUNITY 250
    SUSQUEHANNA ANIMAL SHELTER
    4841 NY-28
    4841 NY-28
    COOPERSTOWN,NY13326     		    COMMUNITY 1,000
    THE GILMMERGLASS FESTIVAL
    PO BOX 191
    PO BOX 191
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 2,500
    THE NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203     		    ENVIRONMENT 250
    THE SMITHY CTR FOR THE ARTS
    55 PIONEER ST
    55 PIONEER ST
    COOPERSTOWN,NY13326     		    COMMUNITY/ARTS 250
    TOWN OF MIDDLEFIELD HISTORIC
    PO BOX 348
    PO BOX 348
    COOPERSTOWN,NY13326     		    COMMUNITY 100
    TRUST WOMEN FDN
    PO BOX 3222
    PO BOX 3222
    WICHITA,KS67201     		    MEDICAL 500
    UNION OF CONCERNED SCIENTIST
    2 BRATTLE SQUARE
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		    ENVIRONMENT 1,000
    UNION OF CONCERNED SCIENTISTS
    2 BRATTLE SQUARE
    2 BRATTLE SQUARE
    CAMBRIDGE,MA02138     		    ENVIRONMENT 1,000
    US MERCHANT MARINE ACADEMY
    300 STEAMBOAT ROAD
    300 STEAMBOAT ROAD
    KINGS POINT,NY11024     		    COMMUNITY 500
    WCNY
    PO BOX 2400
    PO BOX 2400
    SYRACUSE,NY13204     		    COMMUNITY/ARTS 250
    WHEN WE ALL VOTE
    1400 L STREET NW
    1400 L STREET NW
    WASHINGTON,DC20005     		    COMMUNITY 250
    WIKIPEDIA
    39 STILLMAN ST
    39 STILLMAN ST
    SAN FRANCISCO,CA94107     		    COMMUNITY 52
    WINDFALL DUTCH BARN
    2009 CLINTON ROAD
    2009 CLINTON ROAD
    CHERRY VALLEY,NY13320     		    COMMUNITY 250
    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 1,000
    WORLDWILDLIFE FUND
    1250 24TH STREET NW
    1250 24TH STREET NW
    WASHINGTON,DC20090     		    ENVIRONMENT 500
    WRVO PUBLIC
    7060 STATE RTE 104
    7060 STATE RTE 104
    OSWEGO,NY13126     		    COMMUNITY/ARTS 500
    WRVO PUBLIC MEDIA
    7060 STATE RTE 104
    7060 STATE RTE 104
    OSWEGO,NY13126     		    COMMUNITY/ARTS 250
    WSKG
    PO BOX 3000
    PO BOX 3000
    BINGHAMTON,NY13902     		    EDUCATION 500
    Total .................................bullet 3a 116,422
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		         
    4 Dividends and interest from securities....         14,253
    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 ............     		        67,204
    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)..     81,457
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    81,457
    (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
    8 ORGANIZATIONS ARE INVESTED TO PRESERVE PURCHASING POWER.
    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

    TY 2020 AccountingFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE 3,235      

    TY 2020 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 23,441 23,441
    BROWN CAPITAL MGMT SMALL CO INV 97,496 97,496
    OAKMARK INTERNATIONAL 53,195 53,195
    PIMCO LOW DURATION 277,175 277,175
    PEAR TREE POLARIS 69,725 69,725
    OPPENHEIMER INT'L GROWTH 81,633 81,633
    OPPENHEIMER DEV MARKETS 39,369 39,369
    WELLS FARGO SPECIAL MID CAP 87,574 87,574
    ISHARES S&P SMALLCAP 600 VALUE 123,266 123,266
    SPDR S&P MIDCAP 400 ETF 62,988 62,988
    VANGUARD ADMIRAL S&P MIDCAP 400 60,259 60,259
    SPDR PORTFOLIO DEVELOPED WORLD 25,346 25,346
    SPDR S&P 500 ETF 286,936 286,936

    TY 2020 OtherDecreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Description Amount
    DIFF BOOK VALUE AND COST BASIS OF SECURITIES SOLD 35,618


    TY 2020 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      


    TY 2020 OtherIncreasesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Description Amount
    UNREALIZED GAIN 112,823


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Description Beginning of Year - Book Value End of Year - Book Value
    NEGATIVE CASH PENDING SETTLEMENT 3,357  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 3,608 3,608    


    TY 2020 TaxesSchedule
    Name:
    ALLSTADT HARDIN FOUNDATION
    EIN:
    54-2014941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX ON INVESTMENT INCOME 3,892 3,892    
    FOREIGN TAX ON DIVIDENDS 226 226