HALLE FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HALLE FOUNDATION (EIN 58-6201529)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-18
- IRS object ID
- 202132919349301703
- 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
- Schedule A
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-18T12:10:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586201529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 4046642506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 WEST CONWAY DR NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W MARSHALL SANDERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4046642506 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | W | PersonFirstNm |
| Person Last | MARSHALL SANDERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2021-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | W MARSHALL SANDERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 WEST CONWAY DR NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,764,934 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEHALLEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE GERMAN-AMERICAN RELATIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,329,247 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $190,152 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,426,372 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $357,730 | CYOtherRevenueAmt |
| PY Total Revenue | $79,519,399 | PYTotalRevenueAmt |
| CY Total Revenue | $5,784,102 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $412,566 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,343,516 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $504,089 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $215,101 | PYOtherExpensesAmt |
| CY Other Expenses | $581,402 | CYOtherExpensesAmt |
| PY Total Expenses | $663,667 | PYTotalExpensesAmt |
| CY Total Expenses | $2,429,007 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $78,855,732 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,355,095 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $90,686,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,187,307 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $352,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,439,493 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,333,953 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,747,814 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,751,733 | ExpenseAmt |
| Grant | $1,343,516 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,751,733 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W MARSHALL SANDERS EXECUTIVE DIRE | PersonNm |
| Phone | 4046642506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1180 WEST CONWAY DR NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR EIKE JORDAN | ||||||
| CHAIRMAN AND TRUSTEE | 24.00 | Yes (X) | Yes (X) | $201,000 | $0 | $0 |
| MR JOSEPH R BANKOFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ROSEMARY M MAGEE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER C WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| W MARSHALL SANDERS | ||||||
| EXECUTIVE DIRETOR | 40.00 | Yes (X) | $261,960 | $0 | $26,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $462,960 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,255 | TotalRevenueColumnAmt |
| Exclusion | $431,255 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,975,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,980,832 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,995,117 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,995,117 | TotalRevenueColumnAmt |
| Exclusion | $4,995,117 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | 900099 | $301,664 | $301,664 |
| GEORGIA TAX REFUND | 900099 | $56,066 | $56,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $357,730 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,784,102 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,784,102 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,036,029 | TotalAmt |
| Program Services | $1,036,029 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,487 | TotalAmt |
| Program Services | $307,487 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,960 | TotalAmt |
| Program Services | $377,370 | ProgramServicesAmt |
| Management And General | $85,590 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335 | TotalAmt |
| Management And General | $1,335 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Program Services | $19,500 | ProgramServicesAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,794 | TotalAmt |
| Program Services | $11,347 | ProgramServicesAmt |
| Management And General | $2,447 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,906 | TotalAmt |
| Management And General | $51,906 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,700 | TotalAmt |
| Management And General | $65,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,205 | TotalAmt |
| Management And General | $19,205 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,269 | TotalAmt |
| Management And General | $12,269 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,091 | TotalAmt |
| Management And General | $9,091 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,632 | TotalAmt |
| Management And General | $255,632 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,214 | TotalAmt |
| Management And General | $1,214 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594 | TotalAmt |
| Management And General | $594 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,213 | TotalAmt |
| Management And General | $99,213 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,988 | TotalAmt |
| Management And General | $41,988 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| ORGANIZATION DUES | $9,530 | $9,530 |
| BANK CHARGES | $60 | $60 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,429,007 | TotalAmt |
| Program Services | $1,751,733 | ProgramServicesAmt |
| Management And General | $677,274 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,735 | BOYAmt |
| EOY | $364,983 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,697,925 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,116,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,689 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,085,512 | BOYAmt |
| EOY | $10,000,842 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,837,987 | BOYAmt |
| EOY | $82,155,033 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,591 | BOYAmt |
| EOY | $666,449 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,686,750 | BOYAmt |
| EOY | $93,187,307 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,683 | BOYAmt |
| EOY | $38,548 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,114 | BOYAmt |
| EOY | $1,399,945 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,797 | BOYAmt |
| EOY | $1,439,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,333,953 | BOYAmt |
| EOY | $81,761,158 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,986,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,333,953 | BOYAmt |
| EOY | $91,747,814 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,686,750 | BOYAmt |
| EOY | $93,187,307 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,355,095 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$419,067 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,522,167 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 18 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (18 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| AGNES SCOTT COLLEGE | ||||
| 580566116 | 2 | 0 | $150,000 | $0 |
| AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES AT JOHNS HOPKINS UNIVERS | ||||
| 521309525 | 7 | 0 | $9,000 | $0 |
| AMERICAN COUNCIL ON GERMANY INC | ||||
| 131889074 | 7 | Yes (1) | $5,000 | $0 |
| ATLANTA OPERA INC (THE) | ||||
| 581371843 | 7 | 0 | $80,000 | $0 |
| ATLANTIK-BRUCKE EV | ||||
| 202174611 | 7 | Yes (1) | $7,000 | $0 |
| CULTURAL VISTAS INC | ||||
| 136199596 | 10 | Yes (1) | $148,689 | $0 |
| EMORY UNIVERSITY - HALLE INSTITUTE | ||||
| 580566256 | 2 | 0 | $18,000 | $0 |
| GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES | ||||
| 582203456 | 10 | 0 | $15,000 | $0 |
| GERMAN CULTURAL CENTER GOETHE-ZENTRUM | ||||
| 582198618 | 10 | 0 | $25,000 | $0 |
| GERMAN SCHOOL OF ATLANTA INC | ||||
| 581542599 | 2 | 0 | $30,000 | $0 |
| GLOBAL YOUTH AMBASSADORS PROGRAM INC | ||||
| 371750168 | 7 | 0 | $10,000 | $0 |
| KARLSRUHE INSTITUTE OF TECHNOLOGY KARLSRUHE GERMANY | ||||
| 000000000 | 2 | 0 | $280,000 | $0 |
| KENNESAW STATE UNIVERSITY | ||||
| 237034345 | 2 | 0 | $310,200 | $0 |
| OLDENBURG MUSEUM | ||||
| 000000000 | 7 | 0 | $27,487 | $0 |
| ROBERT W WOODRUFF ARTS CENTER - ATLANTA SYMPHONY ORCHESTRA | ||||
| 580633971 | 7 | Yes (1) | $150,000 | $0 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||
| 560995114 | 10 | 0 | $640 | $0 |
| WORLD AFFAIRS COUNCIL ATLANTA | ||||
| 910586924 | 10 | 0 | $2,500 | $0 |
| UNIVERSITY OF WEST GEORGIA - EXCHANGE PROGRAM | ||||
| 586056464 | 2 | 0 | $75,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 18 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,343,516 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | Yes (1) | SupportedOrgNotOrganizedUSInd |
| Control Deciding Grnt Frgn Org | Yes (1) | ControlDecidingGrntFrgnOrgInd |
| Support Foreign Org No Determ | Yes (1) | SupportForeignOrgNoDetermInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A, LINE 2: | CERTAIN SUPPORTED ORGANIZATIONS ARE LOCATED IN GERMANY, AND DO NOT HAVE EXPLICIT U.S. DETERMINATIONS AS TO 501(C)(3) CHARITY EQUIVALENCY. RESEARCH BY THE FOUNDATION'S BOARD OF TRUSTEES HAS DETERMINED THAT THESE ORGANIZATIONS ARE THE GERMAN EQUIVALENT OF US 501(C)(3) PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. |
| FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 4B: | THERE ARE NO FOREIGN ORGANIZATION BOARD MEMBERS WHO CAN CONTROL THE FOUNDATION BOARD'S DECISIONS REGARDING WHICH FOREIGN ORGANIZATIONS TO SUPPORT. PER THE HALLE FOUNDATION'S AMENDED TRUST AGREEMENT DATED JANUARY 1, 1994: THE FOUNDATION SUPPORTS ORGANIZATIONS THE PURPOSES OF WHICH INCLUDE THE PROMOTION OF INTERNATIONAL PEACE AND UNDERSTANDING" BETWEEN THE PEOPLES OF THE UNITED STATES AND GERMANY THROUGH GREATER KNOWLEDGE AND UNDERSTANDING OF EACH OTHER'S "PEOPLE, SOCIETY, GEOGRAPHY, CULTURE, SPORTS, POLITICAL AND LEGAL SYSTEMS, AS WELL AS HABITS AND CUSTOMS" IN AN EFFORT TO "INCREASE FRIENDSHIP BETWEEN THE TWO PEOPLES AND IMPROVE RELATIONS BETWEEN THE TWO NATIONS". ALL FOREIGN ORGANIZATION CONTRIBUTIONS MADE FALL WITHIN THIS CONTEXT. |
| FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 4C: | CERTAIN SUPPORTED ORGANIZATIONS SUPPORTED ARE LOCATED IN GERMANY, AND DO NOT HAVE EXPLICIT U.S. DETERMINATIONS AS TO 501(C)(3) CHARITY EQUIVALENCY. RESEARCH BY THE FOUNDATION'S BOARD OF TRUSTEES HAS DETERMINED THAT THESE ORGANIZATIONS ARE THE GERMAN EQUIVALENT OF US 501(C)(3) PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. |
| 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. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $7,100,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,800,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,667 | DepreciationAmt |
| Book Value | $2,718,333 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,531 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,022 | DepreciationAmt |
| Book Value | $182,509 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,000,842 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT(S) | Desc |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,842,867 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$419,067 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,522,168 | OtherRevenueAmt |
| Revenue Not Reported | -$1,941,235 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,784,102 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,784,102 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,429,007 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,429,007 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,429,007 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FMV LOSS ON CONTRIBUTION RECEIVABLE FROM THE ESTATE OF MRS. CLAUS HALLE -1,522,172. ROUNDING 4. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANT MAKING TO CHARITABLE AND EDUCATIONAL EQUIVALENT ORGANIZATIONS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANT MAKING TO CHARITABLE AND EDUCATIONAL EQUIVALENT ORGANIZATIONS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $307,487 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $307,487 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $307,487 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | TO SUPPORT A CONTINUATION OF THE SUMMER TEACHER EDUCATION PROGRAM AND THE BERLIN SEMINAR. | $280,000 | ELECTRONIC FUNDS TRANSFER | $0 | N/A | N/A |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | TO SUPPORT AN EXHIBITION OF THE WORK OF INDUSTRIAL DESIGNER HANS BREDENDIECK AT GA TECH | $27,487 | ELECTRONIC FUNDS TRANSFER | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS ARE MADE ONLY TO ORGANIZATIONS EITHER SPECIFICALLY STATED AS BEING FOREIGN EQUIVALENT PUBLICLY SUPPORTED CHARITABLE AND EDUCATIONAL ORGANIZATIONS SEEKING THE SAME GOALS AS THE FOUNDATION. THE BOARD NOTES THE DISCUSSIONS AND APPROVALS OF ALL GRANTS IN ITS MEETING "MINUTES". THE FOUNDATION REQUIRES A GRANT AGREEMENT AND ANNUAL REPORTING, AT A MINIMUM, REGARDING THE USE OF THE GRANT PROCEEDS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | ||||||||
| 141 EAST COLLEGE AVENUE | DECATUR | GA | 30030 | 580566116 | 501(C)(3)PUBLIC UNIV | $150,000 | TO SUPPORT GLOBAL JOURNEY'S PROGRAM; FACULTY LED CAREER EXPLORATION IN GERMANY; AND FACULTY LED DEVELOPMENT SEMINARS | |
| AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES AT JOHNS HOPKINS UNIVERS | ||||||||
| 1755 MASSECHUSETTS AVE NW | WASHINGTON | DC | 20036 | 521309525 | 501(C)(3) | $9,000 | TO SUPPORT A CONFERENCE OF YOUNG LEADERS FROM GERMANY AND THE US IN MUNICH AND NUREMBURG. | |
| AMERICAN COUNCIL ON GERMANY INC | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | 131889074 | 501(C)(3) | $5,000 | ANNUAL GRANT | |
| ATLANTA OPERA INC (THE) | ||||||||
| 1575 NORTHSIDE DRIVE NW STE 350 | ATLANTA | GA | 30318 | 581371843 | 501(C)(3) | $80,000 | TO SUPPORT SPRING/SUMMER 2021 SEASON PRODUCTION; EDUCATIONAL/CULTURAL ACTIVITIES | |
| ATLANTIK-BRUCKE EV | ||||||||
| C/O ALSTON BIRD 90 PARK AVE 15TH | NEW YORK | NY | 10016 | 202174611 | 501(C)(3) | $7,000 | ANNUAL GRANT | FLOOR |
| CULTURAL VISTAS INC | ||||||||
| 440 PARK AVE SOUTH 2ND FLOOR | NEW YORK | NY | 10016 | 136199596 | 501(C)(3) | $148,689 | TO PROVIDE CONTINUED SUPPORT FOR THE ORGANIZATION 'S ANNUAL STEM LAUNCH PROGRAM | |
| EMORY UNIVERSITY - HALLE INSTITUTE | ||||||||
| 1599 CLIFTON RD 3RD FLOOR | ATLANTA | GA | 30322 | 580566256 | 501(C)(3)PUBLIC UNIV | $18,000 | TO SUPPORT COLLABORATIVE RESEARCH PROGRAM TO PROMOTE SCHOLARLY ENGAGEMENT IN GERMANY | |
| GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES | ||||||||
| 1170 HOWELL MILL ROAD | ATLANTA | GA | 30318 | 582203456 | 501(C)(6) | $15,000 | ANNUAL GRANT | |
| GERMAN CULTURAL CENTER GOETHE-ZENTRUM | ||||||||
| 1197 PEACHTREE STREET NE | ATLANTA | GA | 30361 | 582198618 | 501(C)(3) | $25,000 | ANNUAL GRANT | |
| GERMAN SCHOOL OF ATLANTA INC | ||||||||
| PO BOX 2548 | STOCKBRIDGE | GA | 30281 | 581542599 | 501(C)(3) | $30,000 | ANNUAL GRANT | |
| GLOBAL YOUTH AMBASSADORS PROGRAM INC | ||||||||
| 72732 VELTRE TERRACE SM | ATLANTA | GA | 30311 | 371750168 | 501(C)(3) | $10,000 | TO SUPPORT GLOBAL YOUTH AMBASSADORS PROGRAMS | |
| KENNESAW STATE UNIVERSITY | ||||||||
| 1000 CHASTAIN ROAD NO 9101 | KENNESAW | GA | 30144 | 237034345 | 501(C)(3)PUBLIC UNIV | $310,200 | TO SUPPORT PROPOSED GERMAN4ALL PROGRAM | |
| ROBERT W WOODRUFF ARTS CENTER - ATLANTA SYMPHONY ORCHESTRA | ||||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | 580633971 | 501(C)(3) | $150,000 | TO SUPPORT BACH VIDEO SERIES | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS INC | ||||||||
| 100 PEACHTREE ST NW STE 2080 | ATLANTA | GA | 30303 | 560995114 | 501(C)(3) | $640 | ANNUAL GRANT | |
| WORLD AFFAIRS COUNCIL ATLANTA | ||||||||
| 2200 ALASKAN WAY STE 450 | SEATTLE | WA | 98121 | 910586924 | 501(C)(3) | $2,500 | TO SUPPORT A PROGRAM FEATURING AMBASSADOR EMILY HABER | |
| UNIVERSITY OF WEST GEORGIA - EXCHANGE PROGRAM | ||||||||
| 1903 MAPLE STREET | CARROLLTON | GA | 30118 | 586056464 | 501(C)(3)PUBLIC UNIV | $75,000 | TO SUPPORT STUDENT PARTICIPATION IN THE UNIVERSITY'S EXCHANGE PROGRAM IN VIENNA, AUSTRIA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR EIKE JORDAN | ||||||||||||||
| CHAIRMAN AND TRUSTEE | $201,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $201,000 | $0 | $0 | $0 |
| W MARSHALL SANDERS | ||||||||||||||
| EXECUTIVE DIRETOR | $250,000 | $0 | $0 | $0 | $11,960 | $0 | $26,000 | $0 | $0 | $0 | $287,960 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR EIKE JORDAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OWNER, JORDAN INTERSTATE CONSULT | RelationshipDescriptionTxt |
| Transaction | $201,000 | TransactionAmt |
| Transaction | CONSULTING CONTRACT FOR SERVICES RENDERED TO THE ORGANIZATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 9: | FMV LOSS ON CONTRIBUTION RECEIVABLE FROM THE ESTATE OF MRS. CLAUS HALLE -1,522,172. ROUNDING 5. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGNES SCOTT COLLEGE | ||||||||||||||
| 141 EAST COLLEGE AVENUE | DECATUR | GA | 30030 | 580566116 | SUPPORTED ORGANIZATION | GA | 501(C)(3) | LINE 2 | 0 | |||||
| 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 | GA | 10022 | 131889074 | SUPPORTED ORGANIZATION | NY | 501(C)(3) | LINE 7 | 0 | |||||
| ATLANTA OPERA INC (THE) | ||||||||||||||
| 1575 NORTHSIDE DRIVE NW STE 350 | ATLANTA | GA | 30318 | 581371843 | SUPPORTED ORGANIZATION | GA | 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 | |||||
| CULTURAL VISTAS INC | ||||||||||||||
| 440 PARK AVE SOUTH 2ND FLOOR | NEW YORK | NY | 10016 | 136199596 | SUPPORTED ORGANIZATION | NY | 501(C)(3) | LINE 10 | 0 | |||||
| EMORY UNIVERSITY - HALLE INSTITUTE | ||||||||||||||
| 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) | 0 | ||||||
| GERMAN CULTURAL CENTER GOETHE-ZENTRUM | ||||||||||||||
| 1197 PEACHTREE STREET | ATLANTA | GA | 30361 | 582198618 | SUPPORTED ORGANIZATION | GA | 501(C)(3) | LINE 7 | 0 | |||||
| GERMAN SCHOOL OF ATLANTA INC | ||||||||||||||
| PO BOX 2546 | 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 | |||||
| ROBERT W WOODRUFF ARTS CENTER - ATLANTA SYMPHONY ORCHESTRA | ||||||||||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | 580633971 | SUPPORTED ORGANIZATION | GA | 501(C)(3) | LINE 7 | 0 | |||||
| SOUTHEASTERN COUNCIL OF FOUNDATIONS INC | ||||||||||||||
| 100 PEACHTREE ST NW STE 2080 | ATLANTA | GA | 30303 | 560995114 | SUPPORTED ORGANIZATION | GA | 501(C)(3) | LINE 10 | 0 | |||||
| WORLD AFFAIRS COUNCIL ATLANTA | ||||||||||||||
| 2200 ALASKAN WAY STE 450 | SEATTLE | WA | 98121 | 910586924 | SUPPORTED ORGANIZATION | WA | 501(C)(3) | LINE 10 | 0 | |||||
| UNIVERSITY OF WEST GEORGIA - EXCHANGE PROGRAM | ||||||||||||||
| 1903 MAPLE STREET | CARROLLTON | GA | 30118 | 586056464 | SUPPORTED ORGANIZATION | GA | 501(C)(3) | LINE 2 | 0 | |||||
| KARLSRUHE INSTITUTE OF TECHNOLOGY KARLSRUHE GERMANY | ||||||||||||||
| 000000000 | SUPPORTED ORGANIZATION | PUBLIC UNIVERSITY EQ | PUBLIC UNIVERSITY EQ | 0 | PO BOX 3640 | KARLSRUHE | GM | 76021 | GM | |||||
| OLDENBURG MUSEUM | ||||||||||||||
| 000000000 | SUPPORTED ORGANIZATION | MUSEUM EQUIVALENT | MUSEUM EQUIVALENT | 0 | DAMM 1 | OLDENBURG | GM | 26135 | GM | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS GRANT PAYMENTS SCHEDULE A PART I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $1,343,516 | InvolvedAmt |
| Method Of Amount Determination | CASH PAYMENTS | MethodOfAmountDeterminationTxt |