Form990-PF
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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
The Hamer Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2470 Fox Hill Road
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
State College, PA16803
A Employer identification number

25-1610780
B Telephone number (see instructions)

(814) 692-4616
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$0
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,098,429
2 Check bullet.............
3 Interest on savings and temporary cash investments 221 221 221
4 Dividends and interest from securities... 2,362,087 2,361,752 2,361,752
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,602,553
b Gross sales price for all assets on line 6a 18,953,500
7 Capital gain net income (from Part IV, line 2)... 3,602,553
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........ 7,063,290 5,964,526 2,361,973
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).......        
c Other professional fees (attach schedule).... 122,646      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 108,282      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 419      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 231,347 0   0
25 Contributions, gifts, grants paid....... 5,559,673 5,559,673
26 Total expenses and disbursements. Add lines 24 and 25 5,791,020 0   5,559,673
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,272,270
b Net investment income (if negative, enter -0-) 5,964,526
c Adjusted net income (if negative, enter -0-)... 2,361,973
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............. 180,694 199,487  
2 Savings and temporary cash investments.........      
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)....... 59,488,624 Click to see attachment60,742,101  
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).......... 4,000,000 4,000,000  
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) 63,669,318 64,941,588 0
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 63,669,318 64,941,588
29 Total net assets or fund balances (see instructions)..... 63,669,318 64,941,588
30 Total liabilities and net assets/fund balances (see instructions). 63,669,318 64,941,588
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
63,669,318
2
Enter amount from Part I, line 27a .....................
2
1,272,270
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
64,941,588
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
64,941,588
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 1000 NVIDIA CORP P 2019-07-25 2020-09-04
b 250 ALPHABET P 2017-02-22 2020-09-11
c 100 ALPHABET P 2011-01-13 2020-09-11
d 400 AMAZON P 2017-02-17 2020-09-17
e 200 AMAZON P 2018-11-09 2020-09-17
12600 APPLE P 2013-01-02 2020-09-21
2500 INV QQQ P 2019-02-05 2020-06-02
107365 ISHS CORE S&P MDCP P 2012-11-29 2020-08-12
1000 ISHS CORE S&P MDCP P 2012-11-29 2020-08-12
1000 ISHS CORE S&P MDCP P 2012-11-29 2020-08-12
1000 ISHS CORE S&P MDCP P 2012-11-29 2020-08-12
1607 ISHS CORE S&P MDCP P 2012-11-29 2020-08-12
42.03 ISHS CORE S&P MDCP P 2012-12-27 2020-08-12
22.341 ISHS CORE S&P MDCP P 2013-04-02 2020-08-12
27.926 ISHS CORE S&P MDCP P 2013-07-03 2020-08-12
26.409 ISHS CORE S&P MDCP P 2013-10-01 2020-08-12
26.535 ISHS CORE S&P MDCP P 2013-12-31 2020-08-12
23.599 ISHS CORE S&P MDCP P 2014-04-01 2020-08-12
19.962 ISHS CORE S&P MDCP P 2014-07-01 2020-08-12
24.509 ISHS CORE S&P MDCP P 2014-10-01 2020-08-12
34.243 ISHS CORE S&P MDCP P 2015-01-02 2020-08-12
23.949 ISHS CORE S&P MDCP P 2015-04-01 2020-08-12
23.614 ISHS CORE S&P MDCP P 2015-07-01 2020-08-12
29.676 ISHS CORE S&P MDCP P 2015-10-02 2020-08-12
38.179 ISHS CORE S&P MDCP P 2016-01-04 2020-08-12
27.937 ISHS CORE S&P MDCP P 2016-03-31 2020-08-12
29.019 ISHS CORE S&P MDCP P 2016-06-28 2020-08-12
31.298 ISHS CORE S&P MDCP P 2016-10-03 2020-08-12
5815.346 ISHS MSCI EAFE SMCP ETF P 2012-11-29 2020-08-12
108.839 ISHS MSCI EAFE SMCP ETF P 2012-12-28 2020-08-12
77.829 ISHS MSCI EAFE SMCP ETF P 2013-07-08 2020-08-12
76.917 ISHS MSCI EAFE SMCP ETF P 2013-12-31 2020-08-12
66.107 ISHS MSCI EAFE SMCP ETF P 2014-07-03 2020-08-12
82.901 ISHS MSCI EAFE SMCP ETF P 2014-12-26 2020-08-12
72.871 ISHS MSCI EAFE SMCP ETF P 2015-07-02 2020-08-12
52.973 ISHS MSCI EAFE SMCP ETF P 2015-12-29 2020-08-12
89.217 ISHS MSCI EAFE SMCP ETF P 2016-06-29 2020-08-12
1000 MYOKARDIA, INC P 2017-12-13 2020-11-19
.6 RAYTHEON P 2014-03-14 2020-04-20
10460.251 TRANSAMR SHRT TRM BD 1 P 2017-03-06 2020-03-31
2737.942 VNGRD MDCP VAL P 2012-11-29 2020-08-12
118.344 VNGRD MDCP VAL P 2013-01-02 2020-08-12
1.720 VNGRD MDCP VAL P 2013-04-02 2020-08-12
97.374 VNGRD MDCP VAL P 2014-01-02 2020-08-12
1.486 VNGRD MDCP VAL P 2014-04-01 2020-08-12
105.833 VNGRD MDCP VAL P 2014-12-30 2020-08-12
1.959 VNGRD MDCP VAL P 2015-04-01 2020-08-12
95.542 VNGRD MDCP VAL P 2015-09-30 2020-08-12
30.625 VNGRD MDCP VAL P 2015-12-31 2020-08-12
17.621 VNGRD MDCP VAL P 2016-03-23 2020-08-12
24.870 VNGRD MDCP VAL P 2016-06-21 2020-08-12
25.684 VNGRD MDCP VAL P 2016-09-27 2020-08-12
5535.780 VNGRD SMALL CAP P 2012-11-29 2020-08-12
157.860 VNGRD SMALL CAP P 2013-01-02 2020-08-12
1.684 VNGRD SMALL CAP P 2013-04-02 2020-08-12
116.807 VNGRD SMALL CAP P 2014-01-02 2020-08-12
.721 VNGRD SMALL CAP P 2014-04-01 2020-08-12
96.660 VNGRD SMALL CAP P 2014-12-30 2020-08-12
2.982 VNGRD SMALL CAP P 2015-04-01 2020-08-12
53.212 VNGRD SMALL CAP P 2015-10-02 2020-08-12
33.618 VNGRD SMALL CAP P 2015-12-31 2020-08-12
16.701 VNGRD SMALL CAP P 2016-03-23 2020-08-12
15.854 VNGRD SMALL CAP P 2016-06-21 2020-08-12
28.121 VNGRD SMALL CAP P 2016-09-27 2020-08-12
.552 VIATRIS P 2011-01-13 2020-11-19
3654.846 FRK INTL SMCP A P 2019-12-18 2020-05-20
3355.911 GUGG H/Y A P 2019-06-03 2020-05-20
333.012 HARDING INTL EQ INV P 2019-12-18 2020-05-20
597.837 OAKMARK INTL INV P 2019-12-13 2020-05-20
2221.825 OAKMARK EQ INCM INVS P 2019-12-13 2020-05-20
2933.635 HRTFRD S/DUR A P 2019-06-03 2020-06-02
2686.429 JENSN=EN QLTY GRW J P 2019-06-17 2020-05-20
7541.041 LORD ABB H/Y A P 2019-04-30 2020-03-31
74701.195 LORD ABB ULT SHT BD A P 2020-06-29 2020-10-13
7267.203 PAC FLT RT INC A P 2019-12-02 2020-11-23
724.456 LORD ABB H/Y A P 2019-04-01 2020-03-31
82.810 GUGG H/Y A P 2019-05-01 2020-05-20
122.127 HRTFRD S/DUR A P 2019-04-30 2020-06-02
213197.97 PAC FLT RT INC A P 2019-11-19 2020-11-23
15060.241 AMR CNT DSCP COR VAL A P 2018-03-19 2020-02-13
66611.593 FRK INTL SMCP A P 2013-02-28 2020-05-20
52056.221 GUGG INCT GRD BD A P 2016-10-28 2020-05-20
26343.937 HARDING INTL EQ INVS P 2012-12-05 2020-05-20
32198.323 OAKMARK INTL INVS P 2012-12-05 2020-05-20
24175.642 OAKMARK EQ INCM INVS P 2012-11-29 2020-05-20
107010.338 HRTFRD S/DUR A P 2016-10-28 2020-06-02
32129.424 JENSEN QLTY GRW J P 2010-07-07 2020-05-20
153140.341 LORD ABB H/Y A P 2016-10-28 2020-03-31
33030.553 PIMCO INC A P 2016-10-28 2020-02-13
52056.221 GUGG INVT GRD BD A P 2016-10-28 2020-03-31
(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 494,990   174,273 320,717
b 377,332   207,736 169,596
c 150,956   30,878 120,078
d 598,987   169,308 429,679
e 598,986   344,815 254,171
1,303,556   247,064 1,056,492
585,552   426,700 158,852
107,368   54,868 52,500
195,630   99,977 95,653
195,636   99,977 95,659
195,668   99,977 95,691
314,338   160,663 153,675
8,217   4,245 3,972
4,371   2,556 1,815
5,463   3,251 2,212
5,166   3,314 1,852
5,191   3,557 1,634
4,617   3,255 1,362
3,905   2,884 1,021
4,795   3,325 1,470
6,699   4,981 1,718
4,685   3,611 1,074
4,620   3,562 1,058
5,806   3,996 1,810
7,469   5,238 2,231
5,465   4,024 1,441
5,677   4,164 1,513
6,123   4,818 1,305
339,267   229,649 109,618
6,350   4,378 1,972
4,541   3,358 1,183
4,487   3,923 564
3,857   3,538 319
4,836   3,927 909
4,251   3,748 503
3,090   2,683 407
5,205   4,267 938
225,000   36,735 188,265
37   26 11
100,000   103,983 -3,983
285,647   159,282 126,365
12,347   7,105 5,242
179   115 64
10,159   7,722 2,437
       
11,041   9,578 1,463
204   179 25
9,968   7,891 2,077
3,195   2,642 553
1,838   1,522 316
2,595   2,216 379
2,680   2,379 301
881,130   442,726 438,404
25,127   13,105 12,022
268   153 115
18,592   12,776 5,816
115   82 33
15,385   11,398 3,987
475   361 114
8,470   5,670 2,800
5,351   3,735 1,616
2,658   1,830 828
2,524   1,829 695
4,476   3,411 1,065
9   4 5
39,618   59,537 -19,919
32,653   35,677 -3,024
6,963   7,876 -913
10,175   14,563 -4,388
56,301   64,433 -8,132
28,896   28,908 -12
129,835   136,499 -6,664
46,453   55,842 -9,389
749,994   748,513 1,481
73,065   75,023 -1,958
4,463   5,414 -951
806   880 -74
1,203   1,203  
2,042,431   2,097,075 -54,644
599,994   592,888 7,106
722,064   1,241,321 -519,257
534,321   617,339 -83,018
550,846   417,268 133,578
548,010   673,890 -125,880
612,605   712,759 -100,154
1,054,046   1,056,700 -2,654
1,552,809   927,342 625,467
943,339   1,144,414 -201,075
399,994   398,081 1,913
999,994   962,559 37,435
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       320,717
b       169,596
c       120,078
d       429,679
e       254,171
      1,056,492
      158,852
      52,500
      95,653
      95,659
      95,691
      153,675
      3,972
      1,815
      2,212
      1,852
      1,634
      1,362
      1,021
      1,470
      1,718
      1,074
      1,058
      1,810
      2,231
      1,441
      1,513
      1,305
      109,618
      1,972
      1,183
      564
      319
      909
      503
      407
      938
      188,265
      11
      -3,983
      126,365
      5,242
      64
      2,437
       
      1,463
      25
      2,077
      553
      316
      379
      301
      438,404
      12,022
      115
      5,816
      33
      3,987
      114
      2,800
      1,616
      828
      695
      1,065
      5
      -19,919
      -3,024
      -913
      -4,388
      -8,132
      -12
      -6,664
      -9,389
      1,481
      -1,958
      -951
      -74
       
      -54,644
      7,106
      -519,257
      -83,018
      133,578
      -125,880
      -100,154
      -2,654
      625,467
      -201,075
      1,913
      37,435
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 3,602,553
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 -53,869
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 82,907
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 82,907
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 82,907
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 100,000
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.............. 7 100,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1,396
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 15,697
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet15,697 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)
    bullet
    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 .Click to see attachment
    8b
     
    No
    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 ofbulletPatrick Morse Trustee Telephone no.bullet (814) 692-4616

    Located atbullet10 Toms LanePort MatildaPA ZIP+4bullet16870
    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
     
    No
    ........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
    Patrick Morse Trustee
    5.00
    0    
    10 Toms Lane
    Port Matilda,PA16870
    Diane Kerly Trustee
    3.00
    0    
    1241 Fox Hill Rd
    State College,PA16801
    Marie Bednar Trustee
    3.00
    0    
    264 Old Farm Lane
    Bellefonte,PA16823
    Jennifer Shuey Trustee
    3.00
    0    
    151 W College Ave
    Pleasant Gap,PA16823
    Dan Crust Trustee
    3.00
    0    
    2528 Bernel Road
    State College,PA16803
    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
    Ameriprise Financial Services Inc Investment Fees 108,282
    700 Park Avenue
    Altoona,PA166025933
    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  
    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
    73,496,272
    b
    Average of monthly cash balances.......................
    1b
    1,065,936
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    74,562,208
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    74,562,208
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,118,433
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    73,443,775
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,672,189
    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
    3,672,189
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    82,907
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    82,907
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,589,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,589,282
    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
    3,589,282
    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
    5,559,673
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,559,673
    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
    5,559,673
    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 3,589,282
    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...... 453,226
    d From 2018...... 1,360,675
    e From 2019......  
    fTotal of lines 3a through e........ 1,813,901
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,559,673
    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)........
    5,559,673
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 1,813,901 1,813,901
    (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 5,559,673
    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 ..........
    1,775,381
    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) .......
    1,775,381
    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 ......
    3,784,292
    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.... 3,784,292
    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 e-mail address of the person to whom applications should be addressed:
    The Hamer Foundation
    2470 Fox Hill Road
    State College,PA16803
    (814) 692-4616
    pmoose100@gmail.com
    bThe form in which applications should be submitted and information and materials they should include:
    Format: Electronic Include: Short executive summary, budget, proposal
    cAny submission deadlines:
    January 31
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    none
    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
    INTERFAITH HUMAN SERVICES
    1251 Easterly Pkwy Suite 200
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 15,000
    PA CHAPTER NATURE CONSERVANCY
    15 EAST RIDGE PIKE
    CONSHOHOCKEN,PA19428
        OPERATING SUPPORT, PROGRAMMING, EASEMENTS 2,100,000
    CENTRE COUNTY YOUTH SERVICE BUREAU
    325 W AARON DRIVE
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 15,000
    CLEARWATER CONSERVANCY
    2555 N ATHERTON STREET
    STATE COLLEGE,PA16803
        OPERATING SUPPORT, PROGRAMMING, EASEMENTS 801,667
    EASTER SEALS OF CENTRAL PA
    383 ROLLING RIDGE DRIVE
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 5,000
    UNIVERSITY OF CHICAGO
    401 N MICHIGAN AVE
    CHICAGO,IL60611
        SCHOLARSHIP 50,000
    CENTRE COUNTY FARMLAND TRUST
    420 HOLMES ST WILLOWBANK BLDG
    BELLEFONTE,PA16823
        OPERATING SUPPORT 10,000
    HOUSING TRANSITIONS INC
    217 E NITTANY AVE
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 15,000
    SALVATION ARMY
    2603 E COLLEGE AVE
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 5,000
    WESTERN PA CONSERVANCY
    800 WATERFRONT DR
    PITTSBURGH,PA15222
        OPERATING SUPPORT 685,000
    SCHLOW CENTRE REGION LIBRARY
    211 S ALLEN STREET
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 15,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037
        PROGRAMMING 567,000
    MILLBROOK MARSH NATURE CENTER
    2643 GATEWAY DR STE 1
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 10,000
    CENTER FOUNDATION
    1377 RIDGE MASTER DR
    STATE COLLEGE,PA16801
        CENTRE GIVES MATCH 100,000
    BELLEFONTE ART MUSEUM
    133 N ALLEGHENY STREET
    BELLEFONTE,PA16823
        OPERATING SUPPORT 10,000
    MT NITTANY CONSERVANCY
    PO BOX 334
    STATE COLLEGE,PA16804
        OPERATING SUPPORT 5,000
    UNIVERSITY OF ILLINOIS FDTN
    1206 FOURTH ST 110 HUFF HALL
    CHAMPAIGN,IL61820
        PROGRAMMING 100,000
    AUDUBON SOCIETY PA
    1201 PAWLINGS RD
    AUDUBON,PA19403
        PROGRAM SUPPORT 100,000
    CENTRE VOLUNTEERS IN MEDICINE
    2520 GREEN TECH DRIVE
    STATE COLLEGE,PA16803
        OPERATING SUPPORT 15,000
    PA LAND TRUST ASSN
    119 PINE ST
    HARRISBURG,PA17101
        OPERATING SUPPORT 15,000
    CENTRE SAFE
    140 NITTANY AVE
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 15,000
    PENN STATE UNIVERSITY
    510 PATERNO LIBRARY
    UNIVERSITY PARK,PA16805
        SCHOLARSHIP 85,000
    STATE COLLEGE FOOD BANK
    1321 S ATHERTON ST
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 15,000
    CENTRE COUNTY UNITED WAY
    126 PINE GROVE ROAD
    PINE GROVE MILLS,PA16868
        OPERATING SUPPORT, PROGRAMMING 125,000
    CLEARFIELD COUNTY UNITED WAY
    PO BOX 1430
    CLEARFIELD,PA16830
        OPERATING SUPPORT 30,000
    HUNTINGDON COUNTY UNITED WAY
    PO BOX 344
    HUNTINGDON,PA16652
        OPERATING SUPPORT 30,000
    CLINTON COUNTY UNITED WAY
    PO BOX 287 2975 EAGLE VALLEY RD
    MILL HALL,PA17745
        OPERATING SUPPORT 30,000
    CENTRE CARE
    502 E HOWARD ST
    BELLEFONTE,PA16823
        OPERATING SUPPORT 155,316
    MIFFLIN-JUNIATA UNITED WAY
    13 E 3RD ST
    LEWISTOWN,PA17044
        OPERATING SUPPORT 30,000
    CENTRE COUNTY LIBRARY
    200 N ALLEGHENY ST
    BELLEFONTE,PA16823
        OPERATING SUPPORT 10,000
    MID STATE LITERACY COUNCIL
    248 E CALDER WAY 307
    STATE COLLEGE,PA16801
        PROGRAMMING 15,000
    DISCOVERY SPACE
    1224 N ATHERTON ST
    STATE COLLEGE,PA16803
        PROGRAMMING 102,480
    TROUT UNLIMITED
    299 NIMITZ AVE
    STATE COLLEGE,PA16801
        capital project 105,710
    NITTANY MOUNTAIN BIKING ASSN
    PO BOX 1215
    STATE COLLEGE,PA16801
        CAPITAL PROJECT 25,000
    SHELTER SERVICES
    13 DEPOT ST
    LEWISTOWN,PA17044
        CAPITAL PROJECT 40,000
    HORSES OF HOPE
    PO BOX 94
    LOCK HAVEN,PA17745
        CAPITAL PROJECT 65,000
    STRAWBERRY FIELDS
    3054 ENTERPRISE DR
    STATE COLLEGE,PA16801
        OPERATING SUPPORT 37,500
    TIDES
    PO BOX 1251
    STATE COLLEGE,PA16804
        OPERATING SUPPORT 5,000
    Total .................................bullet 3a 5,559,673
    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 ...........
        14   221
    4 Dividends and interest from securities....     14   2,362,087
    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 ............
            3,602,553
    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)..     5,964,861
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,964,861
    (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: 20011566
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    The Hamer Foundation
     
    Employer identification number

    25-1610780
    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
    The Hamer Foundation
     
    Employer identification number
    25-1610780
    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
    Donald W Hamer Estate
    2470 Fox Hill Road
     
    State College, PA16803

    $ 1,098,429


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    The Hamer Foundation
     
    Employer identification number

    25-1610780
    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
    The Hamer Foundation
     
    Employer identification number

    25-1610780
    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: 20011566
    Software Version: 2020v4.0

    TY 2020 ContractorCompensationExpln
    Name:
    The Hamer Foundation
    EIN:
    25-1610780
    Software ID:
    20011566
    Software Version:
    2020v4.0
    Contractor Explanation
    Ameriprise Financial Services Inc INVESMENT ADVISOR FEES

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    The Hamer Foundation
    EIN:
    25-1610780
    Software ID:
    20011566
    Software Version:
    2020v4.0
    Statement:
    Not required in PA

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Hamer Foundation
    EIN:
    25-1610780
    Software ID:
    20011566
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN CENTURY 2,330,216  
    BLACKROCK MID CAP GROWTH 2,594,632  
    COLUMBIA LTD 562,914  
    COLUMBIA DIVIDEND INCOME 2,281,614  
    FEDERATED HERMESS KAUFFMAN SMALL CAP 1,898,980  
    FIDELITY ADVISOR GROWTH OPPTYS 1,136,602  
    FIRST EAGLE GLOBAL 1,688,683  
    GUGGENHEIM INVESTMENT GRADE BOND CL A 1,019,134  
    JOHN HANCOCK BOND CL A 1,154,475  
    IVY EMERGING MKTS EQUITY 1,022,488  
    JANUS HENDERSON VENTURE CL A 686,626  
    JANUS HENDERSON GROWTH AND INCOME 2,295,354  
    JPMORGAN EQUITY INCOMWE CL A 2,516,968  
    LORD ABBETT SHORT DURATION INCOME CL A 2,000,869  
    LORD ABBETT ULTRA SHORT BOND CL A 153,086  
    NORTHERN SM CAP CORE 963,163  
    NUVEEN LARGE CAP 1,059,989  
    PIMCO STOCKPLUS 1,525,692  
    PACIFIC SH DURATION INCOME 1,610,847  
    PIMCO INCOME CL A 1,737,933  
    PRINCIPAL BLUE CHIP CL A 1,562,861  
    PGIM JENNISON GLOBAL 2,362,061  
    T ROWE PRICE CAP APPREC 2,144,249  
    T ROWE PRICE INTL DISC 690,091  
    T ROWE PRICE EMERG MKTS STOCK 275,933  
    SMALLCAP WORLD 749,743  
    TOUCHSTONE MID CAP 1,229,005  
    TRANSAMERICA INTL EQ 1,287,514  
    VANGUARD SM CAP VALUE INDEX 449,024  
    VANGUARD MID CAP INDEX 438,519  
    VANGUARD SM CAP INDEX ADM 139,267  
    VANGUARD EXT MKT INDEX ADMIRAL 441,975  
    VANGUARD 800 INDEX ADMIRAL 509,091  
    VANGUARD TOTAL ST MKT INDEX 591,111  
    VIRTUS KAR SM CAP GROWTH 1,257,957  
    VIRTUS NEWFLEET LOW DUR CORE PLUS BD 1,694,921  
    CALVERT SH DUR INCOME 1,449,038  
    LORD ABBETT SH DUR INCOME 770,667  
    TRANSAMERICA SH TRM BD 2,512,128  
    AT&T 83,230  
    ALBEMARLE CORP 113,120  
    ALPHABET 694,287  
    AMAZON 618,726  
    AMGEN 173,295  
    APPLE 739,195  
    BERKSHIRE HATHAWAY INC CL A NEW 169,014  
    BOEING 92,042  
    CARRIER 46,092  
    CHEVRON 110,390  
    CITIGROUP 143,653  
    CLOROX 202,349  
    COCA-COLA 150,400  
    CONOCOPHILLIPS 118,449  
    CORTEVA 20,293  
    CURAEGIS TECHNOLOGIES 15,075  
    DOMINION ENERGY 105,840  
    DOW 37,082  
    DUPONT 54,261  
    ECOLAB 74,330  
    EXXON MOBIL 124,194  
    GENERAL DYNAMICS 108,087  
    GUARDANT HEALTH 229,429  
    IBM 305,991  
    JP MORGAN CHASE 182,395  
    JOHNSON AND JOHNSON 119,510  
    KANSAS CITY SOUTHERN 86,140  
    KRAFT HEINZ 85,338  
    LINCOLN NATL 58,718  
    M&T BANK 240,072  
    MCDONALDS 308,746  
    MICROSOFT 64,410  
    NVIDIA 263,145  
    OTIS WORLDWIDE 64,465  
    PNC FINANCIAL SERVICES 306,225  
    PFIZER 150,112  
    PROCTOR AND GAMBLE 64,776  
    RAYTHEON 389,527  
    SAREPTA 54,014  
    STARBUCKS 225,330  
    VERIZON 154,945  
    VIATRIS 8,230  
    EATON VANCE TAX ADV GLOBL 166,689  
    INVESCO QQQ ETF 512,040  
    INVESCO WATER RES ETF 46,213  
    INVESCO DWA BAS MAT MOMENTUM 125,070  
    ISHARES CORE S&P 500 782,790  
    SCHWAB US MID CAP 194,698  
    SCHWAB US SMALL CAP 193,523  
    SCHWAB FUNDAMENTAL US LG CO INDEX 230,356  
    VANGUARD TOTAL WORLD STOCK 257,625  
    WISDOMTREE INTL DID EX FINANCIALS 82,755  

    TY 2020 OtherExpensesSchedule
    Name:
    The Hamer Foundation
    EIN:
    25-1610780
    Software ID:
    20011566
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    office expense 419      


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Hamer Foundation
    EIN:
    25-1610780
    Software ID:
    20011566
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 122,646 0 0 0


    TY 2020 TaxesSchedule
    Name:
    The Hamer Foundation
    EIN:
    25-1610780
    Software ID:
    20011566
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    estimated tax 100,000      
    FOREIGN TAX PAID 8,282