2021-11-12T15:03:03-06:00 2020-12-31 331197384 ANDERSEN TAX LLC 71 S WACKER DRIVE SUITE 2600 CHICAGO IL 60606 990PF 2020-01-01 446006291 HALL FAMILY FOUNDATION HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 MAYRA AGUIRRE RAPLINGER PRESIDENT 8162744547 2021-11-12 1 MAYRA AGUIRRE RAPLINGER XXX-XX-XXXX WILLIAM C SQUIRES P00436818 3123573950 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 1017160907 X X 3002 8178811 13857424 55023807 55023807 39017797 712809 -692830 63918429 52182391 974998 0 974998 27377 0 27377 56140 37507 18633 2815037 2593977 153365 211685 3477 0 3477 65592 0 65592 858455 6283686 591672 4801076 9126855 1835114 39778751 38802910 44579827 9126855 40638024 19338602 43055536 1 1 39879459 23620226 23620226 454998 27285714 454998 454998 57910797 58713461 58713461 44524198 26455829 26455829 0 17678177 17678177 734488995 890086687 890086687 496285 151528 151528 904585448 1017160907 1017160907 0 0 X 904585448 1017160907 904585448 1017160907 904585448 1017160907 904585448 19338602 93236857 1017160907 0 1017160907 SEE ATTACHMENT IV-1 P 55023807 16006010 39017797 39017797 39017797 598472 0 598472 0 598472 763673 0 675000 0 1438673 0 840201 840201 0 0 0 0 0 0 0 0 1 1 1 0 1 1 MO 1 0 0 0 0 1 WWW.HALLFAMILYFOUNDATION.ORG MAYRA AGUIRRE 8162748516 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 1 HR HK KS 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 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 974998 251486 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 NONE 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD KANSAS CITY MO 64141 ADMINISTRATION FEES 1701601 RJ O'BRIEN 222 S RIVERSIDE PLAZA SUITE 1200 CHICAGO IL 606065975 INVESTMENT MANAGEMENT FEES 1172187 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 021102112 INVESTMENT MANAGEMENT FEES 778188 THE NORTHERN TRUST COMPANY 50 S LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 84985 KEITH DAVIS PO BOX 6775 SHERIDAN WY 82801 ART ACQUISITION 63804 3 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. 975844 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. 111000 0 278379765 26781167 572417874 877578806 0 0 877578806 13163682 864415124 43220756 43220756 598472 598472 42622284 0 42622284 0 42622284 40638024 0 975844 41613868 0 41613868 42622284 36358715 0 0 41613868 36358715 0 0 5255153 0 0 0 0 0 0 0 0 37367131 0 0 0 HALL FAMILY FOUNDATION 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 8162748516 SEE STATEMENT XV-2 THE FOUNDATION ACCEPTS WRITTEN PROPOSALS AT ALL TIMES. PRESENT FIELDS OF MAJOR INTEREST INCLUDE EDUCATION, CHILDREN, YOUTH AND FAMILIES, ARTS, COMMUNITY DEVELOPMENT, AND OTHER INTEREST. SEE STATEMENT XV-3A-1 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 64108 NONE SEE STATEMENT XV-3A-1 39778754 39778754 SEE STATEMENT XV-3B 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 64108 NONE SEE STATEMENT XV-3B 1016898 1016898 14 3002 14 7484405 694406 523000 959278 18 712809 18 54064529 959278 62264745 694406 63918429 4 IRC SECTION 103 TAX-EXEMPT INTEREST 0 0 0 0 0 0 0 0 0 0 RSM US, LLP 56140 37507 18633 FIDELITY INVESTMENTS (SEE STATEMENT II-10C-2) 17678177 17678177 TWEEDY BROWNE (SEE ATTACHMENT II-10B-2) 169536 169536 PALOMA INSTITUTIONAL INVESTORS (SEE ATTACHMENT II-10B-5) 26286293 26286293 58713461 58713461 0 0 SEE STATEMENT II-13 FMV 890086687 890086687 LATHROP & GAGE LLP 27377 0 27377 PROGRAM RELATED INVESTMENTS 124762 124762 124762 MISCELLANEOUS 26766 26766 26766 ACCRUED PURCHASE INTEREST 2008 ART 342749 ADMINISTRATIVE & MANAGEMENT 835104 248158 563274 INVESTMENT MANAGEMENT FEES FROM K-1S 0 6035528 0 MISCELLANEOUS CHARITABLE 23351 0 28398 INCOME - PORTFOLIO INCOME 103842 617356 103842 NONPASSIVE INCOME 0 -1154336 0 ROYALTIES 2320 130065 2320 SALE OF NON-INVESTMENT PROPERTY 652500 0 652500 SECTION 988 -45853 -285915 -45853 INCREASE IN UNREALIZED GAIN/LOSS 93236857 INVESTMENT MANAGEMENT FEES 1826257 1735171 0 CUSTODIAN FEES 40561 63952 0 CONSULTING FEES 948219 794854 153365