HALL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HALL FAMILY FOUNDATION (EIN 44-6006291)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349103897
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:03:03-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER DRIVE SUITE 2600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446006291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 8162744547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 PERSHING ROAD SUITE 600 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641082501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYRA AGUIRRE RAPLINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8162744547 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYRA | PersonFirstNm |
| Person Last | AGUIRRE RAPLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM C SQUIRES | PreparerPersonNm |
| PTIN | P00436818 | PTIN |
| Phone | 3123573950 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,017,160,907 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,002 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,178,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,857,424 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,023,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,023,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,017,797 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $712,809 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$692,830 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $63,918,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,182,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $974,998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $974,998 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,377 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,377 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,507 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,633 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,815,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,593,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $153,365 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $211,685 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,477 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,477 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $65,592 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $65,592 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $858,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,283,686 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $591,672 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,801,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,126,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,835,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,778,751 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,802,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,579,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,126,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,638,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,338,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,055,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,879,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,620,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,620,226 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $454,998 | AcctRcvblAmt |
| Acct Rcvbl BOY | $27,285,714 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $454,998 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $454,998 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $57,910,797 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $58,713,461 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $58,713,461 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,524,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,455,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,455,829 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,678,177 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,678,177 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $734,488,995 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $890,086,687 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $890,086,687 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $496,285 | OtherAssetsBOYAmt |
| Other Assets EOY | $151,528 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $151,528 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $904,585,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,017,160,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,017,160,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $904,585,448 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,017,160,907 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $904,585,448 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,017,160,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $904,585,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,017,160,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $904,585,448 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,338,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93,236,857 | OtherIncreasesAmt |
| Subtotal | $1,017,160,907 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,017,160,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT IV-1 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $55,023,807 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,006,010 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,017,797 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,017,797 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,017,797 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $598,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $598,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $598,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $763,673 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $675,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,438,673 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $840,201 | OverpaymentAmt |
| Applied To ES Tax | $840,201 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HALLFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MAYRA AGUIRRE | IndividualWithBooksNm |
| Phone | 8162748516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 PERSHING ROAD SUITE 600 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641082501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | HR | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | KS | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A HALL | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | FORMER PRESIDENT | 34.00 | $0 | $0 | $0 |
| MAYRA AGUIRRE | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| JOHN A MACDONALD | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | FORMER VICE PRESIDENT | 6.00 | $0 | $0 | $0 |
| ANGELA SMART | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | VICE PRESIDENT | 40.00 | $0 | $0 | $0 |
| ANGELA TOWER | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | ASST TREASURER/ASST SECRET | 6.00 | $0 | $0 | $0 |
| WILLIAM S BERKLEY | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PEGGY J DUNN | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD C GREEN JR | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD J HALL JR | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| IRVINE O HOCKADAY | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SANDRA A J LAWRENCE | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET H PENCE | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORTON I SOSLAND | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID A WARM | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK JORGENSON | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHINQUAPIN TRUST COMPANY | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | OFFICER | 100.00 | $974,998 | $251,486 | $0 |
| DONALD J HALL | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | CHAIRMAN EMERITUS | 1.00 | $0 | $0 | $0 |
| COREY BIGGS | ||||||||
| 2480 PERSHING ROAD SUITE 600 | KANAS CITY | MO | 641082501 | VICE PRESIDENT/TREASURER | 6.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHINQUAPIN TRUST COMPANY | |||||
| 2480 PERSHING ROAD | KANSAS CITY | MO | 64141 | ADMINISTRATION FEES | $1,701,601 |
| RJ O'BRIEN | |||||
| 222 S RIVERSIDE PLAZA SUITE 1200 | CHICAGO | IL | 606065975 | INVESTMENT MANAGEMENT FEES | $1,172,187 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 021102112 | INVESTMENT MANAGEMENT FEES | $778,188 |
| THE NORTHERN TRUST COMPANY | |||||
| 50 S LA SALLE STREET | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT FEES | $84,985 |
| KEITH DAVIS | |||||
| PO BOX 6775 | SHERIDAN | WY | 82801 | ART ACQUISITION | $63,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PURCHASED 113 PIECES OF FINE PHOTOGRAPHY. ALSO, 126 PIECES OF PHOTOGRAPHY WERE GIFTED TO THE NELSON ATKINS MUSEUM OF ART FOR PUBLIC DISPLAY, THE COST OF THE DONATED WORKS IS SHOWN AT RIGHT. NO ADDITIONAL QUALIFYING DISTRIBUTION WAS CLAIMED AS THE PHOTOGRAPHS WERE TRANSFERRED AT COST. | Description1Txt |
| Expenses1 | $975,844 | Expenses1Amt |
| Description2 | THE HALL FAMILY FOUNDATION SCHOLARSHIP PROGRAM HELPS DESERVING STUDENTS FINANCE THEIR COLLEGE EDUCATION. THE FOUNDATION RECEIVED 91 APPLICATIONS AND AWARDED 22 SCHOLARSHIPS. SINCE THE PROGRAM'S INCEPTION, MORE THAN 1,000 STUDENTS HAVE BEEN AWARDED SCHOLARSHIPS. | Description2Txt |
| Expenses2 | $111,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $278,379,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,781,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $572,417,874 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $877,578,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $877,578,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,163,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $864,415,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,220,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,220,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $598,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $598,472 | TotalTaxAmt |
| Distributable Before Adj | $42,622,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,622,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,622,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,638,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $975,844 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $41,613,868 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,613,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,622,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,358,715 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,613,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,358,715 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,255,153 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $37,367,131 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HALL FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 PERSHING ROAD SUITE 600 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641082501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162748516 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT XV-2 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION ACCEPTS WRITTEN PROPOSALS AT ALL TIMES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRESENT FIELDS OF MAJOR INTEREST INCLUDE EDUCATION, CHILDREN, YOUTH AND FAMILIES, ARTS, COMMUNITY DEVELOPMENT, AND OTHER INTEREST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT XV-3A-1 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 PERSHING ROAD SUITE 600 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NONE | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT XV-3A-1 | GrantOrContributionPurposeTxt |
| Amt | $39,778,754 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,778,754 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT XV-3B | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2480 PERSHING ROAD SUITE 600 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NONE | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT XV-3B | GrantOrContributionPurposeTxt |
| Amt | $1,016,898 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,016,898 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,002 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,484,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $694,406 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $959,278 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $712,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,064,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $959,278 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,264,745 | ExclusionAmt |
| Related Or Exempt Function Incm | $694,406 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,918,429 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | IRC SECTION 103 TAX-EXEMPT INTEREST | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US, LLP | CategoryTxt |
| Amt | $56,140 | Amt |
| Net Investment Income | $37,507 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,633 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS (SEE STATEMENT II-10C-2) | BondNm |
| EOY Book Value | $17,678,177 | EOYBookValueAmt |
| EOYFMV | $17,678,177 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TWEEDY BROWNE (SEE ATTACHMENT II-10B-2) | $169,536 | $169,536 |
| PALOMA INSTITUTIONAL INVESTORS (SEE ATTACHMENT II-10B-5) | $26,286,293 | $26,286,293 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $58,713,461 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $58,713,461 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE STATEMENT II-13 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $890,086,687 | BookValueAmt |
| EOYFMV | $890,086,687 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHROP & GAGE LLP | CategoryTxt |
| Legal Fees | $27,377 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,377 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $124,762 | $124,762 | $124,762 |
| MISCELLANEOUS | $26,766 | $26,766 | $26,766 |
| ACCRUED PURCHASE INTEREST | $2,008 | ||
| ART | $342,749 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE & MANAGEMENT | $835,104 | $248,158 | $563,274 |
| INVESTMENT MANAGEMENT FEES FROM K-1S | $0 | $6,035,528 | $0 |
| MISCELLANEOUS CHARITABLE | $23,351 | $0 | $28,398 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME - PORTFOLIO INCOME | $103,842 | $617,356 | $103,842 |
| NONPASSIVE INCOME | $0 | -$1,154,336 | $0 |
| ROYALTIES | $2,320 | $130,065 | $2,320 |
| SALE OF NON-INVESTMENT PROPERTY | $652,500 | $0 | $652,500 |
| SECTION 988 | -$45,853 | -$285,915 | -$45,853 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $93,236,857 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,826,257 | $1,735,171 | $0 |
| CUSTODIAN FEES | $40,561 | $63,952 | $0 |
| CONSULTING FEES | $948,219 | $794,854 | $153,365 |