HALL FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HALL FAMILY FOUNDATION (EIN 44-6006291)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349101282
- Schema version
- 2015v2.1
- 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-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T16:08:29-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHINQUAPIN TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419580 MD 323 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446006291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WILLIAM A HALL | InCareOfNm |
| Business Name Control | HALL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419580 MAIL DROP 323 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA L TOWER | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 8165452022 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA L TOWER | PreparerPersonNm |
| PTIN | P01339365 | PTIN |
| Phone | 8165452391 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $823,679,598 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $316 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $316 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,638,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,598,937 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,139,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,614,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,139,188 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,885 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $262,005 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$260,120 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$424,907 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $114,072 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,092,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,852,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $33,682 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,083 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,599 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $56,667 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,333 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,486,666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,374,713 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,936 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $132,696 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $132,696 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $471,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $321,126 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,240 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,240 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $47,020 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $47,020 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,297,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258,694 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,018,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,555,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,158,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,215,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,112,086 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,092,363 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,667,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,158,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,307,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,574,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,693,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,366,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,479,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,479,238 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $642,832 | AcctRcvblAmt |
| Acct Rcvbl BOY | $852,088 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $642,832 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $642,832 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $107,324,933 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $105,930,967 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $105,930,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $88,667,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,060,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,060,027 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $670,258,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $642,409,771 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $642,409,771 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $448,627 | OtherAssetsBOYAmt |
| Other Assets EOY | $156,763 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $156,763 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $893,918,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $823,679,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $823,679,598 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $893,918,328 | UnrestrictedBOYAmt |
| Unrestricted EOY | $823,679,598 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $893,918,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $823,679,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $893,918,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $823,679,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $893,918,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,574,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,185 | OtherIncreasesAmt |
| Subtotal | $883,353,718 | SubtotalAmt |
| Other Decreases | $59,674,120 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $823,679,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE STATEMENT IV | P | $26,015,095 | |||
| PUBLICLY TRADED SECURITITES | P | $2,124,093 | $73,614,593 | $71,490,500 | $2,124,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,139,188 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,499,571 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $886,581,515 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044553 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,191,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $822,370,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047657 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,449,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $769,360,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047376 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,215,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $815,319,556 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048098 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,334,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $741,583,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042254 | DistributionYr5Rt |
| Total Distribution | 0.229938 | TotalDistributionRt |
| Average Distribution | 0.045988 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $875,546,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,264,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $336,935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,601,562 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,327,291 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $336,935 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $336,935 | SubtotalAmt |
| Tax Based On Investment Income | $336,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $482,036 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $250,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $732,036 | TotalPaymentsAndCreditsAmt |
| Overpayment | $395,101 | OverpaymentAmt |
| Applied To ES Tax | $395,101 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HALLFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A HALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162744547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419580 MAIL DROP 323 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | KS | ForeignCountryCd |
| Foreign Country | AU | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD J HALL | ||||||||
| 5801 OAKWOOD | SHAWNEE MISSION | KS | 66208 | CHAIRMAN/DIRECTOR | 1.0 | $0 | $0 | $0 |
| WILLIAM A HALL | ||||||||
| 2101 W 67TH ST | SHAWNEE MISSION | KS | 66208 | PRESIDENT | 18.0 | $0 | $0 | $0 |
| JOHN A MACDONALD | ||||||||
| 6540 SAGAMORE ROAD | SHAWNEE MISSION | KS | 66208 | VICE PRESIDENT/TREASURER | 7.0 | $0 | $0 | $0 |
| TERRI R MAYBEE | ||||||||
| 6816 W 98TH ST | OVERLAND PARK | KS | 66212 | ASST TREAS/ASST SEC (FORMER) | 7.0 | $0 | $0 | $0 |
| TRACY MCFERRIN | ||||||||
| 1206 W 70TH ST | KANSAS CITY | MO | 64113 | VICE PRESIDENT/SECRETARY | 40.0 | $0 | $0 | $0 |
| ANGELA SMART | ||||||||
| 6536 GRANADA DRIVE | PRAIRIE VILLAGE | KS | 66208 | VICE PRESIDENT | 38.0 | $0 | $0 | $0 |
| ANGELA TOWER | ||||||||
| PO BOX 419580 MAIL DROP 323 | KANSAS CITY | MO | 641416580 | ASST TREASURER/ASST SECRETARY | 7.0 | $0 | $0 | $0 |
| MORTON I SOSLAND | ||||||||
| 5049 WORNALL | KANSAS CITY | MO | 64112 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| IRVINE O HOCKADAY | ||||||||
| 2626 VERONA ROAD | SHAWNEE MISSION | KS | 66208 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ROBERT A KIPP | ||||||||
| 12326 GRANADA | LEAWOOD | KS | 66209 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARGARET H PENCE | ||||||||
| 11512 CANTERBURY CIRCLE | LEAWOOD | KS | 66211 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RICHARD C GREEN JR | ||||||||
| 1215 W 57TH STREET | KANSAS CITY | MO | 64113 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SANDRA A J LAWRENCE | ||||||||
| 2809 W 117TH STREET | LEAWOOD | KS | 66211 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVID A WARM | ||||||||
| 50 EAST 55TH TERRACE | KANSAS CITY | MO | 64113 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PEGGY J DUNN | ||||||||
| PO BOX 419580 MAIL DROP 323 | KANSAS CITY | MO | 641416580 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| WILLIAM S BERKLEY | ||||||||
| PO BOX 419580 MAIL DROP 323 | KANSAS CITY | MO | 641416580 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DONALD J HALL JR | ||||||||
| PO BOX 419580 MAIL DROP 323 | KANSAS CITY | MO | 641416580 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CHINQUAPIN TRUST COMPANY | ||||||||
| PO BOX 419580 MAIL DROP 323 | KANSAS CITY | MO | 641416580 | OFFICER | 40.0 | $687,331 | $185,579 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 50 S LA SALLE ST | CHICAGO | IL | 60603 | INV MGMT FEES | $233,403 |
| TWEEDY BROWNE COMPANY LLC | |||||
| 350 PARK AVENUE | NEW YORK | NY | 10022 | INV MGMT FEES | $464,096 |
| CHINQUAPIN TRUST COMPANY | |||||
| PO BOX 419580 MD 323 | KANSAS CITY | MO | 64141 | ADMIN FEES | $1,244,503 |
| ABERDEEN ASSET MANAGEMENT INC | |||||
| 1735 MARKET STREET 32ND FLOOR | PHILADELPHIA | PA | 191037527 | INV MGMT FEES | $182,639 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER STREET | BOSTON | MA | 021102112 | INV MGMT/CUST FEES | $805,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT IX-A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,233,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,109,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $487,536,778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $888,879,572 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $888,879,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,333,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $875,546,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,777,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,777,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $336,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $336,935 | TotalTaxAmt |
| Distributable Before Adj | $43,440,384 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $38,798 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,479,182 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,479,182 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,307,568 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,019,723 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $43,327,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $336,935 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,990,356 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,479,182 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,506,402 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,327,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,506,402 | AppliedToYear1Amt |
| Applied To Current Year | $820,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $42,658,293 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HALL FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419580 MAIL DROP 323 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162744547 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT XV-2 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT XV-2 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT XV-2 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT XV-3A-1 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADDRESSES AVAILABLE UPON REQUEST | AddressLine1Txt |
| Address Line2 | C/O HALL FAMILY FOUNDATION PO BOX | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | SEE STATEMENT XV-3A-1 | GrantOrContributionPurposeTxt |
| Amt | $42,112,086 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,112,086 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT XV-3B | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADDRESSES AVAILABLE UPON REQUEST | AddressLine1Txt |
| Address Line2 | C/O HALL FAMILY FOUNDATION PO BOX | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | SEE STATEMENT XV-3B | GrantOrContributionPurposeTxt |
| Amt | $14,950,480 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,950,480 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,599,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,844 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,139,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$260,120 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| NONPASSIVE INCOME FROM PTSHIPS | 14 | $222,960 | ||
| ROYALTIES FROM PTSHIPS | 15 | -$294,613 | ||
| SECTION 988 CURRENCY GAIN (LOSS) | 18 | $185,725 | ||
| SALE OF NON-INVESTMENT PROPERTY | 18 | $315,000 | ||
| MISCELLANEOUS INCOME | 01 | $3,760 | ||
| FROM PASS-THRU ENTITIES | 523000 | -$857,739 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$857,739 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,171,954 | ExclusionAmt |
| Related Or Exempt Function Incm | -$221,276 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,092,939 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | IRC SECTION 103 TAX-EXEMPT INTEREST. |
| 10 | REPRESENTS NET INCOME/(LOSS) FROM THE SALE OF A BOOK DOCUMENTING THE HISTORY AND ORIGINS OF PHOTOGRAPHY. (CONSIDERED A CHARITABLE ACTIVITY - SEE PART IX-A). |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | CategoryTxt |
| Amt | $85,000 | Amt |
| Net Investment Income | $56,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,333 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT II-10B-1 | StockNm |
| EOY Book Value | $61,060,027 | EOYBookValueAmt |
| EOYFMV | $61,060,027 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $105,930,967 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $105,930,967 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE STATEMENT II-13 | CategoryOrItemTxt |
| Book Value | $642,409,771 | BookValueAmt |
| EOYFMV | $642,409,771 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LATHROP & GAGE, L.C. | $32,806 | $14,207 | $18,599 |
| RMH INDEX, LLC | $876 | $876 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $159,800 | $124,762 | $124,762 |
| PROGRAM RELATED INVENTORY | $189,946 | ||
| PROGRAM RELATED INVENTORY #2 | $70,818 | ||
| MISCELLANEOUS | $26,766 | $26,766 | $26,766 |
| ACCRUED PURCHASE INTEREST | $1,297 | $5,235 | $5,235 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PROPHET II B LOSS LIMITED TO BASIS | $229,003 |
| DECREASE IN UNREALIZED GAIN/LOSS | $59,445,117 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE AND MANAGEMENT | $1,249,247 | $258,694 | $990,552 |
| INSURANCE | $21,041 | $21,041 | |
| MISCELLANEOUS | $6,485 | $6,484 | |
| MISC EXPENSES - NON DEDUCTIBLE | $20,445 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INTEREST - PRI | ||
| NONPASSIVE INCOME (LOSS) | $222,960 | $222,960 |
| ROYALTIES FROM PARTNERSHIPS | -$294,613 | -$294,613 |
| SECTION 988 CURRENCY GAIN (LOSS) | $185,725 | $185,725 |
| SALE OF NON-INVESTMENT PROPERTY | $315,000 | |
| OTHER TAXABLE INCOME | $3,760 | |
| UNRELATED BUSINESS INCOME FROM PTSHIPS | -$857,739 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOW HARREN INV III LOSS DISALLOWED PY | Desc |
| Amt | $10,185 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $6,473,920 | $6,467,852 | |
| CUSTODIAN FEES | $89,368 | $84,419 | |
| CONSULTING FEES | $923,378 | $822,442 | $100,936 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $320,544 | $320,544 |
| STATE INCOME TAXES | $582 | $582 |
| EXCISE TAXES | $150,000 |