2022-11-10T13:24:56-06:00 2021-12-31 580673524 MSTILLER LLC 1960 SATELLITE BLVD SUITE 3600 DULUTH GA 30097 990 2021-01-01 586201529 THE HALLE FOUNDATION HALL 4046642506 1180 WEST CONWAY DR NW ATLANTA GA 30327 W MARSHALL SANDERS EXECUTIVE DIRECTOR 4046642506 2022-11-09 1 W MARSHALL SANDERS 999009999 GREGORY W HAYES P00054246 7709958800 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z W MARSHALL SANDERS 1180 WEST CONWAY DR NW ATLANTA GA 30327 10413299 0 X WWW.THEHALLEFOUNDATION.ORG X 1986 GA PROMOTES AND STRENGTHENS US-GERMANY RELATIONSHIP THROUGH GRANTS FOR EDUCATIONAL PURPOSES AND OTHER CHARITABLE PROGRAMS AND ACTIVITIES. 4 0 2 3 0 15001 0 0 0 0 5426372 1914947 357730 0 5784102 1914947 1343516 1551590 0 0 504089 362555 0 0 0 581402 1108067 2429007 3022212 3355095 -1107265 93187307 98868536 1439493 2290188 91747814 96578348 X THE HALLE FOUNDATION SEEKS TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING, KNOWLEDGE, AND FRIENDSHIP BETWEEN THE PEOPLE OF GERMANY, AS SEEN IN ITS EUROPEAN CONTEXT, AND THOSE OF THE UNITED STATES. THE FOUNDATION SUPPORTS INITIATIVES IN THE FIELDS OF CULTURE, SCIENCE, TECHNOLOGY, COMMERCE, LANGUAGE, SCHOLARSHIP, AND INTERNATIONAL RELATIONS THAT TAKE PLACE UNDER THE AUSPICES OF EMORY UNIVERSITY AND OTHER UNIVERSITIES AND COLLEGES, THE SOUTHERN CENTER FOR INTERNATIONAL STUDIES, THE ROBERT W. WOODRUFF ARTS CENTER, ATLANTIK BRUCKE, THE AMERICAN COUNCIL ON GERMANY, AND OTHER NOT-FOR-PROFIT INSTITUTIONS WHICH THE TRUSTEES MAY SELECT FROM TIME TO TIME THAT SEEK THE SAME GOALS AS THE FOUNDATION. 0 0 2526841 1551590 0 THE FOUNDATION SUPPORTS INITIATIVES IN THE FIELDS OF CULTURE, SCIENCE, TECHNOLOGY, COMMERCE, LANGUAGE, SCHOLARSHIP, AND INTERNATIONAL RELATIONS THAT TAKE PLACE UNDER THE AUSPICES OF EMORY UNIVERSITY AND OTHER UNIVERSITIES AND COLLEGES, THE SOUTHERN CENTER FOR INTERNATIONAL STUDIES, THE ROBERT W. WOODRUFF ARTS CENTER, ATLANTIK BRUCKE, THE AMERICAN COUNCIL ON GERMANY, AND OTHER NOT-FOR-PROFIT INSTITUTIONS WHICH THE TRUSTEES MAY SELECT FROM TIME TO TIME THAT SEEK THE SAME GOALS AS THE FOUNDATION. 2526841 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 6 0 1 2 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 1 1 0 GA X X W MARSHALL SANDERS EXECUTIVE DIRE 4046642506 1180 WEST CONWAY DR NW ATLANTA GA 30327 DR EIKE JORDAN CHAIRMAN AND TRUSTEE 24.00 X X 0 0 0 MR JOSEPH R BANKOFF TRUSTEE 1.00 X 0 0 0 DR ROSEMARY M MAGEE TRUSTEE 1.00 X 0 0 0 PETER C WHITE TRUSTEE 1.00 X 0 0 0 W MARSHALL SANDERS EXECUTIVE DIRETOR 40.00 X 260988 0 26196 260988 0 26196 1 0 1 0 A MONTAG & ASSOCIATES 133 PEACHTREE STREET SUITE 2500 ATLANTA GA 30303 INVESTMENT ADVISORS 106660 ZWJ INVESTMENT COUNSEL INC 75 14TH STREET NE SUITE 2900 ATLANTA GA 30309 INVESTMENT ADVISORS 102145 2 1043969 1043969 9369330 8498352 870978 870978 870978 1914947 0 0 1914947 1551590 1551590 260988 214010 46978 50751 41616 9135 26196 17464 8732 24620 20188 4432 31762 31762 114512 114512 208805 208805 195000 195000 45996 26108 19888 4160 4160 343692 328876 14816 12154 12154 2149 2149 100634 95602 5032 32957 28280 4677 OTHER OPERATING EXPENSE 13043 6965 6078 MISCELLANEOUS 2155 1142 1013 BANK CHARGES 1048 1048 3022212 2526841 495371 0 364983 10674682 0 6161 10160744 216262 10000842 9944482 82155033 77532560 666449 710651 93187307 98868536 38548 52744 1399945 2236444 1000 1000 1439493 2290188 X 81761158 86690547 9986656 9887801 91747814 96578348 93187307 98868536 -1107265 5937799 0 X X 0 1 X 1 0 X X 19 AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES AT JOHNS HOPKINS UNIVERS 521309525 7 0 174000 0 AMERICAN COUNCIL ON GERMANY INC 131889074 7 1 5000 0 ATLANTIK-BRUCKE EV 202174611 7 1 7500 0 EMORY UNIVERSITY 580566256 2 0 99666 0 GERMAN CULTURAL CENTER GOETHE-ZENTRUM 582198618 10 0 97400 0 GERMAN SCHOOL OF ATLANTA INC 581542599 2 0 5000 0 GLOBAL YOUTH AMBASSADORS PROGRAM INC 371750168 7 0 16000 0 WORLD AFFAIRS COUNCIL ATLANTA 910586924 10 0 14000 0 ROBERT W WOODRUFF LIBRARY 200267588 2 0 2500 0 GEORGIA TECH FOUNDATION 586043294 2 0 43867 0 GEORGIA STATE UNIVERSITY 586002050 2 0 300000 0 KENNESAW STATE UNIVERSITY 237034345 2 0 22750 0 ATLANTA PUBLIC SCHOOLS 142005840 2 0 44519 0 GEORGIA SOUTHERN UNIVERSITY FOUNDATION 586034031 2 0 187288 0 GERMAN AMERICAN CULTURAL FOUNDATION 271489119 10 0 5000 0 AMERICAN ASSOC OF TEACHERS OF GERMAN 231944578 10 0 137775 0 GEORGIA BOY CHOIR 270700819 10 0 125000 0 GERMAN AMERICAN CHAMBER OF COMMERCE 582203456 10 0 219325 0 INTERNATIONAL FARM YOUTH EXCHANGE 256085638 10 0 45000 0 19 1551590 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: THE TRUST AGREEMENT (I) SPECIFICALLY IDENTIFIES THREE QUALIFIED ORGANIZATIONS LISTED IN SCHEDULE A'S SUPPORTED ORGANIZATIONS, (II) DESIGNATES "COLLEGES AND UNIVERSITIES" AS A QUALIFIED CLASS OF ORGANIZATIONS, AND (III) PERMITS THE TRUSTEES TO DETERMINE WHETHER OR NOT TO SUPPORT OTHER CHARITABLE ORGANIZATIONS WHO FURTHER THE FOUNDATION'S MISSION. THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I, LINE 11(H), WHICH ARE NOT IDENTIFIED BY NAME IN THE TRUST AGREEMENT, ARE DEEMED TO MEET THE FOUNDATION'S REQUIREMENTS UNDER PARTS (II) AND (III) ABOVE. FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 2: CERTAIN SUPPORTED ORGANIZATIONS ARE NOT SPECIFICALLY IDENTIFIED IN THE TRUST AGREEMENT. THEY ARE CONSIDERED UNDER THE TRUST'S PROVISIONS OF DESIGNATED "COLLEGES AND UNIVERSITIES" AS A QUALIFIED CLASS OF ORGANIZATIONS AND FOREIGN ORGANIZATIONS AS A QUALIFIED CLASS OF ORGANIZATIONS SEEKING THE SAME MISSION AS THE FOUNDATION, TO PROMOTE INTERNATOINAL PEACE AND UNDERSTANDING, KNOWLEDGE, AND FRIENDSHIP BETWEEN THE PEOPLE OF GERMANY AND THE UNITED STATES. NOTE THE CLASS OF ORGANIZATIONS WE SUPPORT MAY BE BROADER THAN COLLEGES, UNIVERSITIES, AND FOREIGN ORGANIZATIONS; THESE ORGANIZATIONS SERVE THE SAME PURPOSES AS STATED IN THE ORIGINAL TRUST AGREEMENT. 7100000 7100000 2812213 152273 2659940 248531 63989 184542 9944482 DEPOSIT(S) 1000 1000 X 7852746 5937799 5937799 1914947 0 1914947 3022212 0 3022212 0 3022212 PART X, LINE 2: THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS CLASSIFIED AS A TYPE I SUPPORTING FOUNDATION AS DEFINED UNDER THE CODE. 1 AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES AT JOHNS HOPKINS UNIVERS 1755 MASSECHUSETTS AVE NW WASHINGTON DC 20036 521309525 501(C)(3) 174000 0 TO SUPPORT THE CREATION OF AN INTERNSHIP PROGRAM AT AICGS FOR GEORGIA STUDENTS. ATLANTIK-BRUCKE EV C/O ALSTON BIRD 90 PARK AVE 15TH FLOOR NEW YORK NY 10016 202174611 501(C)(3) 7500 0 ANNUAL GRANT EMORY UNIVERSITY 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3)PUBLIC UNIV 99666 0 TO SUPPORT BERLIN WINTER STUDY ABROAD (41,336) AND EXPANSION OF VIENNA SUMMER STUDY ABROAD PROGRAM AS WELL AS SUPPORT THE GERMAN HOUSE. GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES 1170 HOWELL MILL ROAD ATLANTA GA 30318 582203456 501(C)(6) 219325 0 TO EXPAND THE CATT WORKFORCE DEVELOPMENT PROGRAM AND HIRE A FULL TIME APPRENTICE SUCCESS COORDINATOR; GERMAN CULTURAL CENTER GOETHE-ZENTRUM 1197 PEACHTREE STREET NE ATLANTA GA 30361 582198618 501(C)(3) 97400 0 TO ATTRACT A NEW LANGUAGE PROGRAM DIRECTOR AND FUND PROFESSIONAL DEVELOPMENT/TECHNOLOGY ENHANCEMENT, AND $10K ANNUAL CONTRIBUTION. GLOBAL YOUTH AMBASSADORS PROGRAM INC 2735 VELTRE TERRACE SW ATLANTA GA 30311 371750168 501(C)(3) 16000 0 TO SUPPORT AN EXHIBITION OF THE WORK OF INDUSTRIAL DESIGNER HANS BREDENDIECK AT GA TECH KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 501(C)(3)PUBLIC UNIV 22750 0 TO SUPPORT PROPOSED GERMAN4ALL PROGRAM WORLD AFFAIRS COUNCIL ATLANTA 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 501(C)(3) 14000 0 TO SPONSOR FOUR EDUCATIONAL EVENTS FOCUSED ON GERMANY AND GERMAN-US RELATIONS GEORGIA TECH FOUNDATION INC 760 SPRING STREET SUITE 400 ATLANTA GA 30308 586043294 501(C)(3)PUBLIC UNIV 43867 0 TO CREATE THE HALLE GATEWAY SCHOLARSHIP FOR GRADUATE STUDENTS WITHIN THE GERMAN DEPARTMENT AND TO EXTEND SUPPORT OF GRADUATE FELLOWSHIP AN ADDITIONAL YEAR. GEORGIA STATE UNIVERSITY ONE PARK PLACE SUITE 533 ATLANTA GA 30303 586002050 501(C)(3)PUBLIC UNIV 300000 0 TO SUPPORT THE UNIVERSITY'S SUMMER ENGINEERING IN GERMANY PROGRAM AND CHORALE'S PARTICIPATION IN AN INTERNATIONAL COMPETITION IN GERMANY. ATLANTA PUBLIC SCHOOLS 130 TRINITY AVENUE SW ATLANTA GA 30303 142005840 501(C)(3) 44519 0 TO PAY FOR HALF THE SALARY OF NEW GERMAN TEACHER GEORGIA SOUTHERN UNIVERSITY FOUNDATION PO BOX 8053 STATESBORO GA 30460 586034031 501(C)(3)PUBLIC UNIV 187288 0 TO SUPPORT EXPANSION OF THE ERLANGEN/FAU-GSU EXCHANGE PROGRAM. AMERICAN ASSOCIATION OF TEACHERS OF GERMAN 112 HADDONTOWNE CT STE 104 CHERRY HILL NJ 08034 231944578 501(C)(3) 137775 0 TO REPURPOSE GRANT, TO SUPPORT BACH VIDEO SERIES GEORGIA BOY CHOIR PO BOX 888874 ATLANTA GA 30356 270700819 501(C)(3) 125000 0 TO FUND THE GERMAN PORTION OF THEIR 2022 ALPINE TOUR INTERNATIONAL FARM YOUTH EXCHANGE 4 GARDEN CENTER BROOMFIELD CO 80020 256085638 501(C)(3) 45000 0 TO SUPPORT THE RURAL GEORGIAN'S PARTICIPATION IN A 3-MONTH AGRICULTURAL EXCHANGE PROGRAM IN GERMANY. 18 1 PART I, LINE 2: GRANTS ARE MADE ONLY TO ORGANIZATIONS EITHER SPECIFICALLY STATED AS BEING SUPPORTED BY THE FOUNDATION IN ITS ORGANIZING DOCUMENTS OR OTHER UNIVERSITIES AND COLLEGES AND/OR OTHER NOT-FOR-PROFIT ORGANIZATIONS AS IDENTIFIED BY THE BOARD OF TRUSTEES AS SEEKING THE SAME GOALS AS THE FOUNDATION. THE BOARD NOTES THE DISCUSSIONS AND APPROVALS OF ALL GRANTS IN ITS MEETING "MINUTES". THE BOARD DOES NOT REQUIRE SPECIFIC EXPENDITURE RESPONSIBILITY FOR EACH GRANT AS IT HAS SPENT EXTENSIVE TIME RESEARCHING THE SIMILARITY OF THE MISSION OF THE GRANTEE WITH ITS OWN BEFORE APPROVING THE GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR EIKE JORDAN CHAIRMAN AND TRUSTEE 0 0 0 0 0 0 0 0 0 0 0 0 W MARSHALL SANDERS EXECUTIVE DIRETOR 250000 0 0 0 10988 0 26196 0 0 0 287184 0 0 0 PART I, LINE 1A EIKE JORDAN WAS REIMBURSED FOR 1ST CLASS TRAVEL FOR HIS OVERSEAS TRIP DURING 2021. EXTENSIVE FOUNDATION BUSINESS WAS CONDUCTED DURING THIS TRIP. DR EIKE JORDAN OWNER, JORDAN INTER CONSULT 195000 CONSULTING CONTRACT FOR SERVICES RENDERED TO THE ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS THREE DIFFERENT ORGANIZATIONS ("OTHER PERSONS") WITH THE ABILITY TO APPOINT TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B N/A - NO INDIVIDUAL COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD EXIST FOR THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B WITH APPROVAL OF THE BOARD OF TRUSTEES, THE EXECUTIVE DIRECTOR ENGAGES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FORM 990 ANNUALLY. A COPY OF THE FORM 990 IS PROVIDED IN ELECTRONIC FORM BY THE PREPARER TO THE EXECUTIVE DIRECTOR FOR DISTRIBUTION TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL AND/OR PERCEIVED CONFLICTS OF INTEREST ARE PRESENTED AND DISCUSSED AT SCHEDULED BOARD MEETINGS. IF A CONFLICT OF INTEREST APPEARS TO EXIST, THE INTERESTED PARTY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT WHICH RESULTS IN A POSSIBLE CONFLICT OF INTEREST. THE CHAIRMAN OF THE BOARD OR AN APPOINTED DISINTERESTED PERSON, SHALL INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. THE BOARD SHALL THEN DETERMINE BY A MAJORITY VOTE OF DISINTERESTED PARTIES WHETHER THE TRANSACTION IS IN VIOLATION OF THE POLICY. VIOLATIONS OF THE POLICY WILL RESULT IN APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TAKEN BY THE BOARD OF TRUSTEES. NO ACTUAL CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE DIRECTOR INCLUDES APPROPRIATE COMPARABILITY DATA FROM NATIONAL AND LOCAL SALARY SURVEYS OF COMPARABLE INSTITUTIONS COMPILED BY THE NATIONAL COUNCIL ON FOUNDATIONS AND THE SOUTHEASTERN COUNCIL OF FOUNDATIONS, AND THE DATA IS RETAINED IN THE FILES OF THE FOUNDATION. THE CHAIRMAN EXCLUDES HIMSELF FROM THE RELEVANT COMPENSATION DECISIONS RELATED TO HIM. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE HOUSED AT THE OFFICES OF THE FOUNDATION AND ARE AVAILABLE TO THE PUBLIC UPON WRITTEN OR ORAL REQUEST TO THE ADMINISTRATOR. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES AT JOHNS HOPKINS UNIVERS 1755 MASSECHUSETTS AVE NW WASHINGTON DC 20036 521309525 SUPPORTED ORGANIZATION DC 501(C)(3) LINE 7 0 AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK NY 10022 131889074 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 7 0 ATLANTIK-BRUCKE EV C/O ALSTON BIRD 90 PARK AVE 15TH FL NEW YORK NY 10016 202174611 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 7 0 EMORY UNIVERSITY 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 580566256 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES 1170 HOWELL MILL ROAD ATLANTA GA 30318 582203456 SUPPORTED ORGANIZATION GA 501(C)(6) LINE 7 0 GERMAN CULTURAL CENTER GOETHE-ZENTRUM 1197 PEACHTREE STREET NE ATLANTA GA 30361 582198618 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 GERMAN SCHOOL OF ATLANTA INC PO BOX 2548 STOCKBRIDGE GA 30281 581542599 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 GLOBAL YOUTH AMBASSADORS PROGRAM INC 2735 VELTRE TERRACE SW ATLANTA GA 30311 371750168 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 WORLD AFFAIRS COUNCIL ATLANTA 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 SUPPORTED ORGANIZATION WA 501(C)(3) LINE 10 0 ROBERT W WOODRUFF LIBRARY INC OF THE ATLANTA UNIVERSITY CENTER 111 JAMES P BRAWLEY DRIVE SW ATLANTA GA 30314 200267588 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 GEORGIA TECH FOUNDATION INC 760 SPRING STREET SUITE 400 ATLANTA GA 30308 586043294 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 GEORGIA STATE UNIVERSITY ONE PARK PLACE SUITE 533 ATLANTA GA 30303 586002050 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 ATLANTA PUBLIC SCHOOLS 130 TRINITY AVENUE SW ATLANTA GA 30303 142005840 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 GEORGIA SOUTHERN UNIVERSITY FOUNDATION PO BOX 8053 STATESBORO GA 30460 586034031 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 GERMAN AMERICAN CULTURAL FOUNDATION 400 NORTHRIDGE ROAD NO 580 ATLANTA GA 30350 271489119 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 AMERICAN ASSOCIATION OF TEACHERS OF GERMAN 112 HADDONTOWNE CT STE 104 CHERRY HILL NJ 08034 231944578 SUPPORTED ORGANIZATION NJ 501(C)(3) LINE 7 0 GEORGIA BOY CHOIR PO BOX 888874 ATLANTA GA 30356 270700819 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 INTERNATIONAL FARM YOUTH EXCHANGE 4 GARDEN CENTER BROOMFIELD CO 80020 256085638 SUPPORTED ORGANIZATION CO 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VARIOUS GRANT PAYMENTS SCHEDULE A PART I B 1551590 CASH PAYMENTS