2023-02-15T17:36:12-06:00 2021-12-31 540737372 PBMARES LLP 500 E PRATT STREET SUITE 525 BALTIMORE MD 21202 990PF 2021-01-01 852271608 HALL FAMILY FOUNDATION C/O MARIANNE HELLAUER HALL 4105804172 6225 SMITH AVE BALTIMORE MD 21209 MARIANNE HELLAUER TRUSTEE 4105804172 2022-11-15 1 MARIANNE HELLAUER 999009999 TRACEY A POWELL CPA P01515551 4106596200 2023-02-15 X 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X 2892534 X X 142 142 0 2680809 2680809 2680951 2680951 0 0 0 6130 6130 0 28 28 0 6158 6158 0 0 0 6158 6158 0 2674793 2674793 217741 2892534 2892534 217741 2892534 2892534 0 0 X 0 0 0 0 217741 2892534 217741 2892534 217741 2892534 217741 2674793 0 2892534 0 2892534 37180 0 37180 0 37180 3040 0 43800 0 46840 7 9653 9653 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 4105804172 6225 SMITH AVE C/O MS HELLAUER BALTIMORE MD 21209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIANNE SCHMITT HELLAUER 6225 SMITH AVENUE BALTIMORE MD 21209 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 0 1435473 0 1435473 0 0 1435473 21532 1413941 70697 70697 37180 37180 33517 0 33517 0 33517 0 0 9210400 9210400 33517 0 0 0 9210400 0 0 0 33517 9176883 0 0 9176883 0 0 0 0 0 0 0 9176883 9176883 X 0 0 14 142 14 2680809 0 2680951 0 2680951 0 0 0 0 0 0 0 0 0 0 A PORTION OF THE AMOUNTS SET ASIDE FOR THE PROJECTS DESCRIBED ABOVE HAVE NOT YET BEEN RECEIVED BY THE FOUNDATION, BUT THEY COMPRISE THE FOUNDATION'S EXPECTANCY IN ASSETS TO BE DISTRIBUTED BY REASON OF THE DEATH OF ROBERT E. HALL, AS SET FORTH IN SCHEDULE O OF HIS FORM 706 UNITED STATES ESTATE (AND GENERATION-SKIPPING TRANSFER) TAX RETURN. THE FOUNDATION EXPECTS TO RECEIVE THE REMAINING AMOUNTS IN 2022, AND HEREBY SETS SAID ASSETS ASIDE AS SET FORTH ABOVE.AMOUNTS SET ASIDE - CASH DISTRIBUTION TEST THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH TREAS. REG. 53.4942(A)-3(B)(7)(II): (A) HALL FAMILY FOUNDATION (THE "FOUNDATION") IS SETTING ASIDE FUNDS TO DEVELOP AN ENDOWMENT FUND FROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTED CHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISED CHARITABLE PROJECTS. (B) THE AMOUNTS SET ASIDE FOR THE PROJECTS DESCRIBED ABOVE WILL ACTUALLY BE PAID WITHIN A PERIOD OF TIME THAT ENDS NOT MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. (C) THE PROJECTS DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR OF THE FOUNDATION IN WHICH THE SET ASIDE IS MADE. (D) THE DISTRIBUTABLE AMOUNT DETERMINED UNDER 4942(D) FOR PAST TAXABLE YEARS IN THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:YEAR OF CREATION: 2020START-UP PERIOD DISTRIBUTABLE AMOUNT START-UP PERIOD MINIMUM DISTRIBUTION2021 $9,210,400 0% $02022 N/A 20%2023 N/A 60% 2024 N/A 80%2025 N/A 100% (E) AGGREGATE DISTRIBUTIONS FOR CHARITABLE PURPOSES DURING THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:START-UP PERIOD CASH DISTRIBUTIONS2021 N/A2022 N/A2023 N/A2024 N/A2025 N/ATOTAL $0 WIRE FEES 28 28 0 BROWN CAPITAL DISTRIBUTION 1492180 1492180 1492180 BROWN CAPITAL DISTRIBUTION 175837 175837 175837 BROWN CAPITAL DISTRIBUTION 573121 573121 573121 BROWN CAPITAL DISTRIBUTION 432887 432887 432887 PROFIT SHARING PLAN 6784 6784 6784 FEDERAL TAXES 6130 6130 0