HALLE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HALLE FOUNDATION (EIN 58-6201529)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349306026
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T12:54:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | Moore Stephens Tiller 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 | 2016-01-01 | 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 | PO Box 250024 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30325 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Eike Jordon | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 4046642506 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angela M Griner | PreparerPersonNm |
| PTIN | P01082262 | PTIN |
| Phone | 7709958800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.166.232.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 12:54:53 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A1CDE2A211300B0AB443DFB2EF5414936927E13 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Eike Jordan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 250024 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,306,629 | 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 | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $154,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $239,965 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,261 | PYOtherRevenueAmt |
| CY Other Revenue | $28,023 | CYOtherRevenueAmt |
| PY Total Revenue | $184,258 | PYTotalRevenueAmt |
| CY Total Revenue | $267,988 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $694,825 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $184,500 | 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 | $36,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,663 | PYOtherExpensesAmt |
| CY Other Expenses | $176,283 | CYOtherExpensesAmt |
| PY Total Expenses | $892,488 | PYTotalExpensesAmt |
| CY Total Expenses | $396,783 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$708,230 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$128,795 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,523,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,174,657 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $587,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $277,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,935,754 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,897,657 | 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, THE GEORGIA ROTARY STUDENT PROGRAM, CDS INTERNATIONAL, INC., 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 | $207,349 | ExpenseAmt |
| Grant | $184,500 | 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, The Georgia Rotary Student Program, CDS international, Inc., 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 | $207,349 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 Administrator | PersonNm |
| Phone | 4046642506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 250024 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30325 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 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 Co-Trustee | 4.00 | Yes (X) | Yes (X) | $36,000 | $0 | $0 |
| Mr Joseph R Bankoff | ||||||
| Co-Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ROSEMARY M MAGEE | ||||||
| CO-Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Daniel S Papp Ret'd 2016 | ||||||
| CO-Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Julia White Ret'd 2016 | ||||||
| Co-Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Peter White | ||||||
| Co-Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $36,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 | $198,517 | TotalRevenueColumnAmt |
| Exclusion | $198,517 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,080,089 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,038,641 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,448 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,448 | TotalRevenueColumnAmt |
| Exclusion | $41,448 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,023 | TotalRevenueColumnAmt |
| Exclusion | $28,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,023 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,988 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $267,988 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,500 | TotalAmt |
| Program Services | $165,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Program Services | $19,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $24,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,155 | TotalAmt |
| Management And General | $7,155 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,927 | TotalAmt |
| Management And General | $16,927 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,751 | TotalAmt |
| Management And General | $76,751 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,240 | TotalAmt |
| Program Services | $2,240 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587 | TotalAmt |
| Management And General | $587 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,609 | TotalAmt |
| Program Services | $8,609 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,722 | TotalAmt |
| Management And General | $4,722 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Administrative Expense | $58,242 | $58,242 |
| Organization Dues | $600 | $600 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,783 | TotalAmt |
| Program Services | $207,349 | ProgramServicesAmt |
| Management And General | $189,434 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,794 | BOYAmt |
| EOY | $328,554 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,418,250 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,390,227 | BOYAmt |
| EOY | $2,418,250 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,661,790 | BOYAmt |
| EOY | $8,068,833 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,543 | BOYAmt |
| EOY | $357,020 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,523,354 | BOYAmt |
| EOY | $11,174,657 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,600 | BOYAmt |
| EOY | $277,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,600 | BOYAmt |
| EOY | $277,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,935,754 | BOYAmt |
| EOY | $10,897,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,935,754 | BOYAmt |
| EOY | $10,897,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,523,354 | BOYAmt |
| EOY | $11,174,657 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$128,795 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $88,239 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,459 | 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 | 19 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (19 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Agnes Scott College | ||||
| 580566116 | 2 | 0 | $47,500 | $0 |
| American Council on Germany Inc | ||||
| 131889074 | 7 | Yes (1) | $5,000 | $0 |
| ATLANTIK-BRUCKE eV | ||||
| 202174611 | 7 | Yes (1) | $7,000 | $0 |
| Cultural Vistas Inc | ||||
| 136199596 | 10 | Yes (1) | $75,000 | $0 |
| Emory University - Candler School of Theology | ||||
| 580566256 | 2 | 0 | $0 | $0 |
| Emory University - Halle Institute | ||||
| 580566256 | 2 | 0 | $90,000 | $0 |
| Felix-Fechenback-Berufskolleg Detmold Germany | ||||
| 000000000 | 2 | 0 | $25,600 | $0 |
| Georgia Institute of Technology | ||||
| 586043294 | 2 | 0 | $30,000 | $0 |
| German American Chamber of Commerce 501(c)(6) | ||||
| 582203456 | 10 | 0 | $15,000 | $0 |
| German Cultural Center Goethe-Zentrum | ||||
| 582198618 | 10 | 0 | $15,000 | $0 |
| German School of Atlanta Inc | ||||
| 581542599 | 2 | 0 | $5,000 | $0 |
| Karlsruhe Institute of Technology Karlsruhe Germany | ||||
| 000000000 | 2 | 0 | $8,000 | $0 |
| Kell High School - German Exchange Program | ||||
| 030496504 | 2 | 0 | $15,000 | $0 |
| Kennesaw State University - Paderborn Program | ||||
| 237034345 | 2 | 0 | $40,000 | $0 |
| University of Georgia - Summer Teacher Eduction in Germany | ||||
| 586033837 | 2 | 0 | $6,000 | $0 |
| University of North Georgia | ||||
| 237066297 | 2 | 0 | $10,000 | $0 |
| University of West Georgia - Exchange Program | ||||
| 586056464 | 2 | 0 | $50,000 | $0 |
| Woodruff Arts Center - High Museum of Art | ||||
| 580633971 | 7 | 0 | $50,000 | $0 |
| World Affairs Council | ||||
| 910586924 | 10 | 0 | $1,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 19 | SupportedOrganizationsTotalCnt |
| Support Sum | $495,100 | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 12g, Column (iii): | The total here differs from the total reported on the Form 990, Part IX, Lines 1-3 due to the Foundation's books being on the accrual basis of accounting and the reporting on Schedule A being on the cash paid basis. |
| 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 | $2,418,250 | OtherCostOrOtherBasisAmt |
| Book Value | $2,418,250 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,418,250 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $346,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $88,239 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $88,239 | RevenueNotReportedAmt |
| Revenue Subtotal | $258,430 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,556 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,558 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $267,988 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $384,766 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $384,766 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,556 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,461 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,017 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $396,783 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Per the Audit's Notes, there are no FIN 48 disclosures for this organization in the current year. |
| Part XI, Line 4b - Other Adjustments: | Rounding 2. |
| Part XII, Line 4b - Other Adjustments: | Returned Grant Funds 2,461. |
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 organizations | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $44,600 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $44,600 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $44,600 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Cash payment of current and prior year approved grants to support the charita | $25,600 | Electronic Funds transfer |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Cash payment on a prior year approved multi-year grant to support the educati | $8,000 | Electronic Funds transfer |
| 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 (3 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 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. |
| Part I, Line 3 and Part II, Line 1, Column (e): | The total here differs from the total on the Form 990, Part IX, Line 3 due to the Foundation's books being on the accrual basis of accounting and the reporting on Schedule F being on the cash paid basis. |
| Form 990, Schedule F, Part 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. |
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 Ave | Decatur | GA | 30030 | 580566116 | 501(c)(3) | $47,500 | Cash payment of current & prior year Supported Organization grant approvals | |
| American Council on Germany Inc | ||||||||
| 14 East 60th Street | New York | NY | 10022 | 131889074 | 501(c)(3) | $5,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| AtlanTIK-BRUCKE eV | ||||||||
| C/O Alston Bird 90 PARK AVE 15th | New York | NY | 10016 | 202174611 | 501(c)(3) | $7,000 | Cash payment of current & prior year Supported Organization grant approvals | Floor |
| Cultural Vistas Inc | ||||||||
| 440 Park Ave South 2nd Floor | New York | NY | 10016 | 136199596 | 501(c)(3) | $75,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| Emory University | ||||||||
| 1599 Clifton Rd 3rd Floor | Atlanta | GA | 30322 | 580566256 | 501(c)(3)Public Univ | $90,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| Georgia Institute of Technology | ||||||||
| 760 Spring St Ste 400 | Atlanta | GA | 30308 | 586043294 | 501(c)(3)Public Univ | $30,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| German American Chamber of Commerce VIP Sponsorship | ||||||||
| 1170 HOwell MIll Rd | Atlanta | GA | 30318 | 582203456 | 501(c)(6) | $15,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| German Cultural Center Goethe-Zentrum | ||||||||
| 1197 Peachtree Street NE | Atlanta | GA | 30361 | 582198618 | 501(c)(3) | $15,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| German School of Atlanta | ||||||||
| PO Box 2548 | Stockbridge | GA | 30281 | 581542599 | 501(c)(3) | $5,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| Kell High School | ||||||||
| 4770 Lee Waters Rd | Marietta | GA | 30066 | 030496504 | 501(c)(3)Secondary | $15,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| Kennesaw State University | ||||||||
| 1000 Chastain Road No 9101 | Kennesaw | GA | 30144 | 237034345 | 501(c)(3)Public Univ | $40,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| University of Georgia | ||||||||
| 394 South Milledge Ave Ste 100 | Athens | GA | 30602 | 586033837 | 501(c)(3)Public Univ | $6,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| University of North Georgia | ||||||||
| PO Box 1599 | Dahlonega | GA | 30533 | 237066297 | 501(c)(3)Public Univ | $10,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| University of West Georgia | ||||||||
| 1903 Maple St | Carrollton | GA | 30118 | 586056464 | 501(c)(3)Public Univ | $50,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| Woodruff Arts Center - High Museum of Art | ||||||||
| 1280 Peachtree St NE | Atlanta | GA | 30309 | 580633971 | 501(c)(3) | $50,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| World Affairs Council | ||||||||
| 2200 Alaskan Way Ste 450 | Seattle | WA | 98121 | 910586924 | 501(c)(3) | $1,000 | Cash payment of current & prior year Supported Organization grant approvals | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 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. |
| Part II, Line 1, Column (d): | The total here differs from the total reported on the Form 990, Part IX, Line 1 due to the Foundation's books being on the accrual basis of accounting and the reporting on Schedule I being on the cash paid basis. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 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 Administrator 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 Chairman of the BOARD OF TRUSTEES AND the Administrator for distribution to the Board of Trustees. THE BOARD OF TRUSTEES AND Administrator REVIEW THE ELECTRONIC COPY. ONCE THE RETURN HAS BEEN APPROVED BY THE BOARD OF TRUSTEES AND the Administrator, THE CHAIRMAN OF THE BOARD SIGNS THE RETURN for filing. |
| 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 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 VII, Section A, LINE 1a: | W. Marshall Sanders, the Foundation's administrator, received $29,120.00 in 1099 Compensation in 2016 for services rendered to the Foundation running its day-to-day operations (avg. 15 hrs per week). |
| Form 990, Part XI, line 9: | Returned Grant Funds 2,461. Rounding -2. |
| 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 (19 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 Ave | Decatur | GA | 30030 | 580566116 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| American Council on Germany Inc | ||||||||||||||
| 14 East 60th Street | New York | NY | 10022 | 131889074 | Supported Organization | NY | 501(c)(3) | Line 7 | 0 | |||||
| AtlanTIK-BRUCKE eV | ||||||||||||||
| C/O Alston Bird 90 PARK AVE 15th Fl | New York | NY | 10016 | 202174611 | Supported Organization | NY | 501(c)(3) | Line 7 | 0 | |||||
| Cultural Vistas Inc (fka CDC International) | ||||||||||||||
| 440 Park Ave South 2nd Floor | New York | NY | 10016 | 136199596 | Supported Organization | NY | 501(c)(3) | Line 10 | 0 | |||||
| Emory University | ||||||||||||||
| 1599 Clifton Rd 3rd Floor | Atlanta | GA | 30322 | 580566256 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| Felix-Fechenbach-Berufskolleg | ||||||||||||||
| 000000000 | Supported Organization | 501(c)(3) Equivalent | Vocational College | 0 | Saganer Str 4 D | Detmold | GM | 32756 | GM | |||||
| Georgia Institute of Technology | ||||||||||||||
| 760 Spring St Ste 400 | Atlanta | GA | 30308 | 586043294 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| German American Chamber of Commerce 501(c)(6) | ||||||||||||||
| 1170 HOwell MIll Rd | 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 | |||||
| International Charter School of Atlanta | ||||||||||||||
| 1335 Northmeadow Pkwy Ste 100 | Roswell | GA | 30076 | 462945113 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| Karlsruhe Institute of Technology Karlsruhe Germany | ||||||||||||||
| 000000000 | Supported Organization | 501(c)(3) Equivalent | Public University | 0 | PO Box 3640 | Karlsruhe | GM | 76021 | GM | |||||
| Kell High School | ||||||||||||||
| 4770 Lee Waters Rd | Marietta | GA | 30066 | 030496504 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| Kennesaw State University | ||||||||||||||
| 1000 Chastain Road No 9101 | Kennesaw | GA | 30144 | 237034345 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| University of Georgia | ||||||||||||||
| 394 S Milledge Ave Ste 100 | Athens | GA | 30602 | 586033837 | Supported Organization | GA | 501(c)(3) | Line 5 | 0 | |||||
| University of North Georgia | ||||||||||||||
| PO Box 1599 | Dahlonega | GA | 30533 | 237066297 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| University of West Georgia | ||||||||||||||
| 1903 Maple St | Carrollton | GA | 30118 | 586056464 | Supported Organization | GA | 501(c)(3) | Line 2 | 0 | |||||
| Woodruff Arts Center - High Museum of Art | ||||||||||||||
| 1280 Peachtree St NE | Atlanta | GA | 30309 | 580633971 | Supported Organization | GA | 501(c)(3) | Line 7 | 0 | |||||
| World Affairs Council | ||||||||||||||
| 2200 Alaskan Way Ste 450 | Seattle | WA | 98121 | 910586924 | Supported Organization | WA | 501(c)(3) | Line 10 | 0 | |||||
| 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 see Schedule A Part I Line (g) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $495,100 | InvolvedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 2, Column (c): | FormAndLineReferenceDesc |
| Explanation | The total here differs from the total reported on the Form 990, Part IX, Line 1 due to the Foundation's books being on the accrual basis of accounting and the reporting on Schedule R being on the cash paid basis. | ExplanationTxt |