2017-11-14T12:54:55-06:00 2016-12-31 580673524 Moore Stephens Tiller LLC 1960 Satellite Blvd Suite 3600 Duluth GA 30097 990 2016-01-01 586201529 The Halle Foundation HALL 4046642506 PO Box 250024 Atlanta GA 30325 Dr Eike Jordon Chairman 4046642506 2017-11-14 1 Angela M Griner P01082262 7709958800 12.166.232.242 2017-11-14 12:54:53 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7A1CDE2A211300B0AB443DFB2EF5414936927E13 2016 2018-03-14 21:41:22Z Dr Eike Jordan PO Box 250024 Atlanta GA 30325 9306629 0 X www.TheHalleFoundation.org X 1986 GA TO PROMOTE GERMAN-AMERICAN RELATIONS. 4 0 0 3 0 0 0 0 0 0 154997 239965 29261 28023 184258 267988 694825 184500 0 0 36000 36000 0 0 0 161663 176283 892488 396783 -708230 -128795 11523354 11174657 587600 277000 10935754 10897657 X 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. 0 0 207349 184500 0 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. 207349 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 GA X X W Marshall Sanders Administrator 4046642506 PO Box 250024 Atlanta GA 30325 X Dr Eike Jordan Chairman and Co-Trustee 4.00 X X 36000 0 0 Mr Joseph R Bankoff Co-Trustee 1.00 X 0 0 0 DR ROSEMARY M MAGEE CO-Trustee 1.00 X 0 0 0 Dr Daniel S Papp Ret'd 2016 CO-Trustee 1.00 X 0 0 0 Julia White Ret'd 2016 Co-Trustee 1.00 X 0 0 0 Peter White Co-Trustee 1.00 X 0 0 0 36000 0 0 0 0 0 0 0 198517 198517 9080089 9038641 41448 41448 41448 Other Investment Income 900099 28023 28023 28023 267988 0 0 267988 165500 165500 19000 19000 36000 12000 24000 7155 7155 16927 16927 76751 76751 2240 2240 587 587 450 450 8609 8609 4722 4722 Administrative Expense 58242 58242 Organization Dues 600 600 396783 207349 189434 0 168794 328554 2000 2000 2418250 2390227 2418250 8661790 8068833 300543 357020 11523354 11174657 587600 277000 587600 277000 X 10935754 10897657 10935754 10897657 11523354 11174657 X -128795 88239 2459 X X 0 1 X 1 0 X X 19 Agnes Scott College 580566116 2 0 47500 0 American Council on Germany Inc 131889074 7 1 5000 0 ATLANTIK-BRUCKE eV 202174611 7 1 7000 0 Cultural Vistas Inc 136199596 10 1 75000 0 Emory University - Candler School of Theology 580566256 2 0 0 0 Emory University - Halle Institute 580566256 2 0 90000 0 Felix-Fechenback-Berufskolleg Detmold Germany 000000000 2 0 25600 0 Georgia Institute of Technology 586043294 2 0 30000 0 German American Chamber of Commerce 501(c)(6) 582203456 10 0 15000 0 German Cultural Center Goethe-Zentrum 582198618 10 0 15000 0 German School of Atlanta Inc 581542599 2 0 5000 0 Karlsruhe Institute of Technology Karlsruhe Germany 000000000 2 0 8000 0 Kell High School - German Exchange Program 030496504 2 0 15000 0 Kennesaw State University - Paderborn Program 237034345 2 0 40000 0 University of Georgia - Summer Teacher Eduction in Germany 586033837 2 0 6000 0 University of North Georgia 237066297 2 0 10000 0 University of West Georgia - Exchange Program 586056464 2 0 50000 0 Woodruff Arts Center - High Museum of Art 580633971 7 0 50000 0 World Affairs Council 910586924 10 0 1000 0 19 495100 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 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. 2418250 2418250 2418250 X 346669 88239 88239 258430 9556 2 9558 267988 384766 0 384766 9556 2461 12017 396783 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. 1 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grant making to charitable and educational organizations 44600 0 0 0 0 0 0 44600 0 44600 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium Cash payment of current and prior year approved grants to support the charita 25600 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 8000 Electronic Funds transfer 0 2 0 0 0 0 0 0 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. 1 Agnes Scott College 141 East College Ave Decatur GA 30030 580566116 501(c)(3) 47500 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) 5000 Cash payment of current & prior year Supported Organization grant approvals AtlanTIK-BRUCKE eV C/O Alston Bird 90 PARK AVE 15th Floor New York NY 10016 202174611 501(c)(3) 7000 Cash payment of current & prior year Supported Organization grant approvals Cultural Vistas Inc 440 Park Ave South 2nd Floor New York NY 10016 136199596 501(c)(3) 75000 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 90000 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 30000 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) 15000 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) 15000 Cash payment of current & prior year Supported Organization grant approvals German School of Atlanta PO Box 2548 Stockbridge GA 30281 581542599 501(c)(3) 5000 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 15000 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 40000 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 6000 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 10000 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 50000 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) 50000 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) 1000 Cash payment of current & prior year Supported Organization grant approvals 16 0 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. 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. 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 Saganer Str 4 D Detmold GM 32756 000000000 Supported Organization GM 501(c)(3) Equivalent Vocational College 0 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 PO Box 3640 Karlsruhe GM 76021 000000000 Supported Organization GM 501(c)(3) Equivalent Public University 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Various see Schedule A Part I Line (g) B 495100 Part V, Line 2, Column (c): 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.