2018-11-14T12:56:22-06:00 2017-12-31 ANDERSEN TAX LLC 71 S WACKER DRIVE SUITE 2600 CHICAGO IL 60606 990PF 2017-01-01 446006291 HALL FAMILY FOUNDATION % WILLIAM A HALL HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ANGELA L TOWER ASSISTANT TREASURER 8165452022 2018-11-12 true WILLIAM C SQUIRES P00436818 3123573950 2018-11-12 162.94.28.121 43878220183185000000 2018-11-14 P 04FA64AFF449BE25E492801EBD75F51B0E023BDC 04FA64AFF449BE25E492801EBD75F51B0E023BDC 2017 2019-02-21 02:37:17Z X 881677518 X 0 X 1697 1697 14077263 14064626 30707554 27291617 30707554 -1472943 -3065160 43313571 41708717 824524 824524 98574 4020 0 94554 55080 36860 0 18220 6798442 6686908 105805 1131657 1131657 804047 354047 3506 3506 32585 32585 887320 231229 489194 10635735 8444721 0 1568388 39736924 35501062 50372659 8444721 0 37069450 -7059088 33263996 52487826 38812631 38812631 520807 2890098 520807 520807 108060189 109638611 109638611 99567242 130570612 130570612 570604635 601965683 601965683 154630 169174 169174 833764620 881677518 881677518 0 0 X 833764620 881677518 833764620 881677518 833764620 881677518 833764620 -7059088 55103685 881809217 131699 881677518 SEE STATEMENT IV P 29084183 PUBLICLY TRADED SECURITIES P 27291617 25668246 1623371 1623371 30707554 false 42670953 829543284 0.051439 42990356 875546378 0.049101 39499571 886581515 0.044553 39191529 822370931 0.047657 36449068 769360703 0.047376 0.240126 0.048025 827801823 39755183 332640 40087823 41305312 X 332640 332640 332640 620732 620732 288092 288092 false false false 0 0 0 false false true true false true true MO true false false false false true WWW.HALLFAMILYFOUNDATION.ORG WILLIAM A HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 true KS HR UK HK false false true true false false false false false true false false false false false true true false false true false false false DONALD J HALL 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 CHAIRMAN/DIRECTOR 1.0 0 0 0 WILLIAM A HALL 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 PRESIDENT 34.0 0 0 0 JOHN A MACDONALD 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE PRESIDENT/TREASURER 6.0 0 0 0 MAYRA RAPLINGER 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE PRESIDENT/SECRETARY 40.0 0 0 0 MARK JORGENSON 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 ANGELA SMART 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE PRESIDENT 40.0 0 0 0 ANGELA TOWER 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ASST TREASURER/ASST SECRETARY 6.0 0 0 0 MORTON I SOSLAND 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 IRVINE O HOCKADAY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 ROBERT A KIPP 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 MARGARET H PENCE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 RICHARD C GREEN JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 SANDRA A J LAWRENCE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 DAVID A WARM 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 PEGGY J DUNN 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 WILLIAM S BERKLEY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 DONALD J HALL JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 OFFICER 40.0 824524 222621 0 0 THE NORTHERN TRUST COMPANY 50 S LA SALLE ST CHICAGO IL 60603 INV MGMT FEES 225738 TWEEDY BROWNE COMPANY LLC 350 PARK AVENUE NEW YORK NY 10022 INV MGMT FEES 519164 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ADMIN FEES 1523720 BANK OF AMERICA NA 100 NORTH TYRON STREEET CHARLOTTE NC 28255 INV MGMT FEES 105690 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 021102112 INV MGMT/CUST FEES 914639 2 SEE STATEMENT IX-A NONE 362224945 21171790 457011207 840407942 0 840407942 12606119 827801823 41390091 41390091 332640 332640 41057451 3555 41061006 41061006 37069450 0 4235862 0 0 41305312 332640 40972672 41061006 40717944 2015 2014 2013 0 0 41305312 40717944 587368 0 0 0 0 40473638 0 0 NOT APPLICABLE NOT APPLICABLE HALL FAMILY FOUNDATION 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 8162744547 SEE STATEMENT XV-2 SEE STATEMENT XV-2 SEE STATEMENT XV-2 SEE STATEMENT XV-3A-1 ADDRESSES AVAILABLE UPON REQUEST C/O HALL FAMILY FOUNDATION2480 PER KANSAS CITY MO 641082501 NONE SEE STATEMENT XV-3A-1 39736924 39736924 SEE STATEMENT XV-3B ADDRESSES AVAILABLE UPON REQUEST C/O HALL FAMILY FOUNDATION2480 PER KANSAS CITY MO 641082501 NONE SEE STATEMENT XV-3B 45246084 45246084 14 1697 14 14064626 12637 18 30707554 NONPASSIVE INCOME FROM PTSHIPS 14 -2268899 ROYALTIES FROM PTSHIPS 15 -165565 SECTION 988 CURRENCY GAIN (LOSS) 18 -548242 SALE OF NON-INVESTMENT PROPERTY 18 326250 OTHER PARTNERSHIP INCOME 01 -138640 FROM PASS-THRU ENTITIES 523000 1262412 CANCELLATION OF DEBT 01 149 INCOME - SECTION 965(A) 01 56037 OTHER RECOVERIES INCOME 01 3555 1262412 42038522 12637 43313571 4 IRC SECTION 103 TAX-EXEMPT INTEREST. false false false false false false false false false false RSM US, LLP 42000 28000 14000 RMH INDEX, LLC 290 290 ANDERSEN TAX, LLC 12790 8570 4220 NONE SEE STATEMENT II-10B-1 130570612 130570612 109638611 109638611 SEE STATEMENT II-13 601965683 601965683 LATHROP & GAGE, LLP 52180 2621 49559 LOGAN LOGAN & WATSON, LC 44995 44995 RMH INDEX, LLC 1399 1399 PROGRAM RELATED INVESTMENTS 124762 124762 124762 MISCELLANEOUS 26766 26766 26766 ACCRUED PURCHASE INTEREST 3102 1889 1889 ART 0 15757 15757 ATLAS CAP II (A3) LOSS LIMITED TO BASIS 57315 PROPHET II-G DERBY LOSS LIMITED TO BASIS 175 PROPHET II LOSS LIMITED TO BASIS 38577 WLR RECOVERY IV GAIN ON EXCESS DISTRIB 35632 ADMINISTRATIVE AND MANAGEMENT 699196 231229 454077 INSURANCE 21041 21041 DEDUCTIONS 965(C) 37486 MISCELLANEOUS 115521 MISCELLANEOUS CHARITABLE 14076 14076 INCOME - SECTION 965(A) 56037 56037 NONPASSIVE INCOME (LOSS) -2268899 -2268899 ROYALTIES FROM PARTNERSHIPS -165565 -165565 SECTION 988 CURRENCY GAIN (LOSS) -548242 -548242 OTHER RECOVERIES INCOME 3555 CANCELLATION OF DEBT 149 149 OTHER PARTNERSHIP INCOME -138640 -138640 SALE OF NON-INVESTMENT PROPERTY 326250 UNRELATED BUSINESS INCOME FROM PTSHIPS 1262412 INCREASE IN UNREALIZED GAIN/LOSS 52311907 PROPHET II-F LOSS LIMITED TO BASIS 60963 PROPHET II-B ACTON LOSS LIMITED TO BASIS 463709 WINGATE IV SEC 1202 BASIS ADJ 2250906 STRATEGIC INVESTORS V NONTAX INCOME 726 ATLAS POINT ENERGY NONTAX INCOME 14910 FORTRESS CREDIT IV (A) NONTAX INCOME 14 NORTHGATE V NONTAX INCOME 550 INVESTMENT MANAGEMENT FEES 5649409 5646526 CUSTODIAN FEES 114202 111356 CONSULTING FEES 1034831 929026 105805 FOREIGN TAX WITHHELD 352858 352858 STATE INCOME TAXES 1189 1189 EXCISE TAXES 450000