2023-11-15T09:35:39-06:00 2022-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2022-01-01 852271608 HALL FAMILY FOUNDATION C/O MARIANNE HELLAUER HALL 4102447414 750 E PRATT STREET 900 BALTIMORE MD 21202 MARIANNE HELLAUER TRUSTEE 4102447414 2023-11-15 1 MARIANNE HELLAUER 999009999 0 MATTHEW Q KEEFER CPA P00852427 4103565900 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 10366490 X X 56128 56128 0 7492111 0 7548239 56128 0 0 0 74168 0 0 115 0 0 74283 0 0 0 0 74283 0 0 7473956 56128 10366490 10366490 2892534 0 0 0 2892534 10366490 10366490 0 0 X 0 0 0 0 2892534 10366490 2892534 10366490 2892534 10366490 2892534 7473956 0 10366490 0 10366490 780 0 780 0 780 0 0 2000 21887 23887 0 23107 23107 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 0 4813642 0 4813642 0 0 4813642 72205 4741437 237072 237072 780 780 236292 0 236292 0 236292 0 0 236292 236292 236292 0 0 0 236292 0 0 0 236292 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 14 56128 RETIREMENT DISTRIBUTION - PAYCHEX RETIREMENT 109437 RETIREMENT DISTRIBUTION - T ROWE PRICE 2213531 RETIREMENT DISTRIBUTION - BCM SMALL 3496278 RETIREMENT DISTRIBUTION - ATCTN LLC 555839 RETIREMENT DISTRIBUTION - ATCTN LLC 1117026 0 56128 7492111 7548239 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 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, 2022FORM 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: 85-22716082022 FORM 990PFATTACHMENT #1SET ASIDE - CASH DISTRIBUTION TESTITEMS PER 990PF TAX RETURNS---------------------------2019 DISTRIBUTABLE AMOUNT 02020 DISTRIBUTABLE AMOUNT 02021 DISTRIBUTABLE AMOUNT 33,5172022 DISTRIBUTABLE AMOUNT 236,292PER 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% 610,138 244,055.002024 60% 685,394 411,236.112025 80% 719,663 575,730.55MINIMUM TO BE DISTRIBUTED BY 12/31/2025 1,278,280.07NOTE - THE 2023-2025 DISTRIBUTABLE AMOUNTS REFLECTED ABOVE ARE ESTIMATED. SUPPORT FOR BACKUP WITHHOLDING ERRONEOUSLY WITHHELD FORM 990PF PART V LINE 6D PAYCHEX RETIREMENT SERVICESEIN: 85-2271608PO BOX 874HENRIETTA, NY 14467FORM 1099R REFLECTS IN BOX 4 FEDERAL INCOME TAX WITHHELD = $21,887.47 0 BANK FEES 115 0 0 RETIREMENT DISTRIBUTION - PAYCHEX RETIREMENT 109437 109437 RETIREMENT DISTRIBUTION - T ROWE PRICE 2213531 2213531 RETIREMENT DISTRIBUTION - BCM SMALL 3496278 3496278 RETIREMENT DISTRIBUTION - ATCTN LLC 555839 555839 RETIREMENT DISTRIBUTION - ATCTN LLC 1117026 1117026 EXCISE AND WITHHOLDING TAXES 74168 0 0