2025-05-14T08:27:01-05:00 2024-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2024-01-01 852271608 HALL FAMILY FOUNDATION C/O MARIANNE HELLAUER HALL 4102447414 750 E PRATT STREET 900 BALTIMORE MD 21202 MARIANNE HELLAUER TRUSTEE 4102447414 2025-05-12 1 0 MATTHEW Q KEEFER CPA P00852427 4103565900 2025-05-15 2024 2025-03-06 01:10:19Z X 13688668 X 0 X 599989 599989 0 440541 0 1040530 599989 0 0 0 4500 2250 2250 4500 2250 2250 60000 0 64500 2250 2250 976030 597739 11294984 12259776 12259776 227567 227567 1428892 11522551 12487343 13688668 0 0 X 0 0 0 0 11522551 12487343 11522551 12487343 11522551 12487343 11522551 976030 0 12498581 11238 12487343 8309 0 8309 0 8309 16931 0 0 0 16931 0 8622 8622 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 1267668 11607992 0 12875660 0 0 12875660 193135 12682525 634126 634126 8309 8309 625817 0 625817 0 625817 2250 0 631102 633352 625817 0 0 3000 3000 633352 0 0 0 625817 7535 0 0 10535 0 0 0 0 0 0 0 10535 3000 7535 X THE LOYOLA SCHOOL PRESCHHOLELEMENTARY 801 ST PAUL STREET BALTIMORE MD 21202 501(C)3 TWO YEAR-ROUND SCHOLARSHIPS 35000 JOHNS HOPKINS UNIVERSITY & MEDICINE 733 N BROADWAY BALTIMORE MD 21205 501(C)3 DEPARTMENT OF MEDICINE, J HUNTER YOUNG GIFT FUND 25000 60000 0 14 599989 RETIREMENT DISTRIBUTION - ATCTN LLC 440541 0 599989 440541 1040530 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 4500 2250 2250 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, 2024FORM 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 (THE YEAR 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. A LIST OF ACTUAL PAYMENTS MADE IN CASH OR ITS EQUIVALENT FOR EXEMPT PURPOSES DURING EACH TAX YEAR IN THE TAXPAYER'S START-UP AND FULL PAYMENT PERIODS: 2022 $0 2023 $0 2024 $60,000 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 563,3852024 DISTRIBUTABLE AMOUNT 625,817PER 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% 625,817 375,490.202025 80% 703,255 562,604.25MINIMUM TO BE DISTRIBUTED BY 12/31/2025 1,210,706.85AMOUNTS ACTUALLY PAID - 2022 0.00AMOUNTS ACTUALLY PAID - 2023 0.00AMOUNTS ACTUALLY PAID - 2024 (60,000.00)MINIMUM REMAINING TO BE DISTRIBUTED BY 12/31/25 1,150,706.85NOTE - THE 2025 DISTRIBUTABLE AMOUNT REFLECTED ABOVE IS AN ESTIMATE. JANNEY AT COST 227567 1428892 NONDEDUCTIBLE EXPENSES 11238 RETIREMENT DISTRIBUTION - ATCTN LLC 440541 440541