2024-05-15T08:25:24-05:00 2023-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2023-01-01 852271608 HALL FAMILY FOUNDATION C/O MARIANNE HELLAUER HALL 4102447414 750 E PRATT STREET 900 BALTIMORE MD 21202 MARIANNE HELLAUER TRUSTEE 4102447414 2024-05-06 1 MARIANNE HELLAUER 999009999 0 MATTHEW Q KEEFER CPA P00852427 4103565900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12399737 X 270299 80730 80730 366564 366564 0 497836 0 1215429 447294 0 0 0 6000 3000 3000 2000 0 0 40 0 0 8040 3000 3000 0 0 8040 3000 3000 1207389 444294 10366490 11294984 11294984 0 227567 1104753 10366490 11522551 12399737 0 0 X 0 0 0 0 10366490 11522551 10366490 11522551 10366490 11522551 10366490 1207389 0 11573879 51328 11522551 6176 0 6176 0 6176 23107 0 0 0 23107 0 16931 16931 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A HALL FAMILY FOUNDATION 4102447414 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIANNE SCHMITT HELLAUER 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 996386 10568296 0 11564682 0 0 11564682 173470 11391212 569561 569561 6176 6176 563385 0 563385 0 563385 3000 0 563385 566385 563385 0 0 0 566385 0 0 0 563385 3000 0 0 3000 0 0 0 0 0 0 0 3000 3000 X 0 0 14 80730 14 366564 RETIREMENT DISTRIBUTION - ATCTN LLC 488183 IRS REFUND 9653 0 447294 497836 945130 11 ALL SOURCES OF REVENUE ARE USED TO INVEST IN SECURITIES OR HELD AS CASH. DISTRIBUTIONS FROM THESE RETIREMENT ACCOUNTS ARE USED FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THE FOUNDATION'S EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT E HALL ESTATE 750 E PRATT STREET 900 BALTIMORE MD 21202 1042627 X X 1 810 SHS ANSYS INC; 1,660 SHS INTUITIVE SURGICAL INC; 1,050 SHS VERISK ANALYTICS 999895 2023-09-05 6000 3000 3000 SEE ATTACHMENTS AS REQUIRED UNDER REGULATIONS SECTION 53.4942(A)-3(B)(7)(II) REQUIRED STATEMENT FORM 990PF PART XI LINE 3B ORGANIZATION:HALL FAMILY FOUNDATIONTIN:85-2271608TAX YEAR ENDED: DECEMBER 31, 2023FORM 990-PF. PART XL1 LINE 3B--REPORTING SET-ASIDES UNDER THE CASHDISTRIBUTION TEST1. THE NATURE AND PURPOSES OF THE PROJECT FOR WHICH THE AMOUNTS ARE TO BE SETASIDE ARE DESCRIBED AS FOLLOWS: TO DEVELOP AN ENDOWMENT FUNDFROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTEDCHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISEDCHARITABLE PROJECTS2. THE AMOUNTS SET ASIDE FOR THE PROJECT DESCRIBED IN ITEM 1 WILL. ACTUALLY. BE PAIDWITHIN THE 60-MONTH PERIOD THAT ENDS NO MORE THAN 60 MONTHS AFTER THE DATEOF THE SET-ASIDE.3. THE PROJECT WILL NOT BE COMPLETED BEFORE THE END OF THE ABOVE-REFERENCED TAXYEAR (THEYEAR IN WHICH THE SET-ASIDE WAS MADE).4. ATTACHMENT#1 IS A LIST OF THE DISTRIBUTABLE AMOUNTS DETERMINED UNDER IRCSEC. 4942(D) FOR ALL PAST TAX YEARS IN THE TAXPAYER'S START-UP AND FULL PAYMENTPERIODS.5. ATTACHMENT NOT APPLICABLE IS A LIST OF ACTUAL PAYMENTS MADE IN CASH ORITS EQUIVALENT FOR EXEMPT PURPOSES DURING EACH TAX YEAR IN THE TAXPAYER'SSTART-UP AND FULL PAYMENT PERIODS. REQUIRED ATTACHMENT FORM 990PF PART XI LINE 3B HALL FAMILY FOUNDATIONEIN: 85-22716082023 FORM 990PFATTACHMENT #1SET ASIDE - CASH DISTRIBUTION TESTITEMS PER 990PF TAX RETURNS---------------------------2019 DISTRIBUTABLE AMOUNT 02020 DISTRIBUTABLE AMOUNT 02021 DISTRIBUTABLE AMOUNT 33,5172022 DISTRIBUTABLE AMOUNT 236,2922023 DISTRIBUTABLE AMOUNT 563,385PER REG. 53.4942(A)]3(B)(4)(I), THE FOUNDATION IS DEEMED CREATED IN 2021 BECAUSETHE DISTRIBUTABLE AMOUNT EXCEEDED $500 IN THAT TAX YEAR. THUS THE HALL FOUNDATIONSTART-UP PERIOD IS 2022-2025START-UP PERIOD % OF DISTRIBUTABLE START-UP PERIODTAX YEAR DISTRIBUTABLE AMOUNT MINIMUM AMOUNT AMOUNT2022 20% 236,292 47,258.402023 40% 563,385 225,354.002024 60% 685,394 382,221.892025 80% 719,663 537,658.80MINIMUM TO BE DISTRIBUTED BY 12/31/2025 1,192,493.09NOTE - THE 2024-2025 DISTRIBUTABLE AMOUNTS REFLECTED ABOVE ARE ESTIMATED. JANNEY AT COST 227567 1104753 NONDEDUCTIBLE EXPENSES 51328 BANK FEES 40 0 0 RETIREMENT DISTRIBUTION - ATCTN LLC 488183 488183 IRS REFUND 9653 9653 EXCISE AND WITHHOLDING TAXES 2000 0 0