2025-11-10T16:43:08-06:00 2024-12-31 431844194 CHINQUAPIN TRUST COMPANY 2480 PERSHING SUITE 600 KANSAS CITY MO 64108 990PF 2024-01-01 446006291 HALL FAMILY FOUNDATION HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 MAYRA AGUIRRE RAPLINGER PRESIDENT 8162744547 2025-11-10 1 0 SHELLY L COOK P00367668 8162744688 2024 2025-03-06 01:10:19Z X 1085290942 X X 35511 5072386 85911288 22102815 16685097 46525455 46525455 175456 1587959 102807352 75288615 669470 0 669470 64414 0 64414 83000 47167 35833 1475648 2006986 472566 825000 650896 0 36863 0 36863 104264 0 104264 1222043 5423954 910174 4480702 8129003 2293584 45426449 45426449 49907151 8129003 47720033 52900201 67159612 23924294 62104618 62104618 2870140 9218605 2870140 2870140 73388626 18508923 18508923 15268871 20660467 20660467 909938817 980495266 980495266 651528 651528 651528 1032390741 1085290942 1085290942 0 0 X 1032390741 1085290942 1032390741 1085290942 1032390741 1085290942 1032390741 52900201 0 1085290942 0 1085290942 SEE ATTACHMENT IV-1 P 46525455 46525455 46525455 46525455 933519 0 933519 0 933519 690325 0 925000 0 1615325 X 23546 658260 658260 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 1 1 WWW.HALLFAMILYFOUNDATION.ORG MAYRA AGUIRRE 8162748516 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 DONALD J HALL 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 CHAIRMAN EMERITUS 1.00 0 0 0 MAYRA AGUIRRE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 PRESIDENT 40.00 0 0 0 COREY BIGGS 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE PRESIDENT/TREASURER 5.00 0 0 0 IRVINE O HOCKADAY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 JOE KAUTEN 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ASST SECRETARY / ASST TREASURER 5.00 0 0 0 MARGARET H PENCE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE CHAIRWOMAN 1.00 0 0 0 RICHARD C GREEN JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 SANDRA A J LAWRENCE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 DAVID A WARM 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 PEGGY J DUNN 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 WILLIAM S BERKLEY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 MARK JORGENSON 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 DAVID E HALL 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 MEMBER 1.00 0 0 0 DONALD J HALL JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 CHAIRMAN 1.00 0 0 0 JON HILE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 SECRETARY 40.00 0 0 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 OFFICER 40.00 669470 167190 0 NONE 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD KANSAS CITY MO 64108 ADMINISTRATION FEES 1816197 CAMBRIDGE ASSOCIATES LLC 115 FEDERAL ST SUITE 2600 BOSTON MA 02110 INVESTMENT MANAGEMENT FEES 772082 THE NORTHERN TRUST COMPANY 50 S LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 194508 MBB AGENCY 7820 FOSTER STREET OVERLAND PARK KS 66204 PRINTING & PUBLICATION 113471 PROSPERITY LABS 1600 CLIFF STREET DURHAM NC 27707 STRATEGY CONSULTING 87000 4 THE HALL FAMILY FOUNDATION SCHOLARSHIP PROGRAM HELPS DESERVING STUDENTS FINANCE THEIR COLLEGE EDUCATION. 15000 0 345323527 49009666 639150904 1033484097 0 0 1033484097 15502261 1017981836 50899092 50899092 933519 578452 1511971 49387121 0 49387121 0 49387121 47720033 0 47720033 49387121 46666087 0 0 47720033 46666087 0 0 1053946 0 0 0 0 0 0 0 0 48333175 0 0 0 HALL FAMILY FOUNDATION 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 8162748516 SEE STATEMENT XV-2 THE FOUNDATION ACCEPTS WRITTEN PROPOSALS AT ALL TIMES. PRESENT FIELDS OF MAJOR INTEREST INCLUDE EDUCATION, CHILDREN, YOUTH AND FAMILIES, ARTS, COMMUNITY DEVELOPMENT, AND OTHER INTEREST. SEE STATEMENT XV-3A-1 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 64108 NONE SEE STATEMENT XV-3A-1 45426449 45426449 SEE STATEMENT XV-3B 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 64108 NONE SEE STATEMENT XV-3B 5696900 5696900 14 35511 14 85908675 2613 523000 3322086 01 175456 18 13363011 3322086 99482653 2613 102807352 4 IRC SECTION 103 TAX-EXEMPT INTEREST 0 0 0 0 0 0 0 0 0 0 RSM US, LLP 83000 47167 35833 MID-AMERICA REGIONAL COUNCIL 600 BROADWAY BLVD 200 KANSAS CITY MO 64105 2021-09-22 400000 TO PROMOTE HEALTHY EATING AND THUS IMPROVED HEALTH AMONG LOW-INCOME RESIDENTS OF GREATER KANSAS CITY. TO PROVIDE INCENTIVES FOR LOW-INCOME RESIDENTS TO EAT MORE FRESH FRUIT AND VEGETABLES BY ENABLING THEM TO PURCHASE DOUBLE THE AMOUNT WITH THEIR FOOD STAMPS. 400000 12/31/21, 12/31/22, 12/31/23 AND 12/31/24 TO OUR KNOWLEDGE THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. THE TAXPAYER RECEIVES PERIODIC AND ANNUAL REPORTS FROM THE GRANTEE REGARDING PROGRESS MADE UNDER THE GRANTS. THE TAXPAYER HAS RECEIVED ANNUAL REPORTS FOR 2021, 2022, 2023 & 2024 FROM THE GRANTEE AND BELIEVES THE GRANT FUNDS ARE BEING USED FOR THE CHARITABLE PURPOSES INTENDED. MID-AMERICA REGIONAL COUNCIL 600 BROADWAY BLVD 200 KANSAS CITY MO 64105 2024-12-04 400000 THE GRANT SUPPORTS THE IMPLEMENTATION OF ENERGY EFFICIENT BUILDING UPGRADES FOR NONPROFIT ORGANIZATIONS IN THE KANSAS CITY REGION. 22460 12/31/24 TO OUR KNOWLEDGE THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. THE TAXPAYER RECEIVES PERIODIC AND ANNUAL REPORTS FROM THE GRANTEE REGARDING PROGRESS MADE UNDER THE GRANTS. THE TAXPAYER HAS RECEIVED AN ANNUAL REPORT FOR 2024 FROM THE GRANTEE AND BELIEVES THE GRANT FUNDS ARE BEING USED FOR THE CHARITABLE PURPOSES INTENDED. EDUCATION STRATEGY CONSULTING INC PO BOX 2445 MORRISTOWN NJ 07962 2024-10-23 540000 FUNDS SUPPORTED THE FIRST PHASE OF YEAR 1 OF THE MISSOURI DATA INITIATIVE WHICH WAS A DATA AUDIT OF THE DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION'S AGGREGATE DATA. 23865 12/31/24 TO OUR KNOWLEDGE THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. THE GRANTEE MAKES BOOKS AND RECORDS AVAILABLE AT ALL TIMES TO THE TAXPAYER. THE TAXPAYER HAS RECEIVED AN ANNUAL REPORT FOR 2024 FROM THE GRANTEE AND BELIEVES THE GRANT FUNDS ARE BEING USED FOR THE CHARITABLE PURPOSES INTENDED. MID-AMERICA REGIONAL COUNCIL 600 BROADWAY BLVD 200 KANSAS CITY MO 64105 2024-06-26 400000 TO PROMOTE HEALTHY EATING AND THUS IMPROVED HEALTH AMONG LOW-INCOME RESIDENTS OF GREATER KANSAS CITY. TO PROVIDE INCENTIVES FOR LOW-INCOME RESIDENTS TO EAT MORE FRESH FRUIT AND VEGETABLES BY ENABLING THEM TO PURCHASE DOUBLE THE AMOUNT WITH THEIR FOOD STAMPS. 2255 12/31/24 TO OUR KNOWLEDGE THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS. THE TAXPAYER RECEIVES PERIODIC AND ANNUAL REPORTS FROM THE GRANTEE REGARDING PROGRESS MADE UNDER THE GRANTS. THE TAXPAYER HAS RECEIVED AN ANNUAL REPORT FOR 2024 FROM THE GRANTEE AND BELIEVES THE GRANT FUNDS ARE BEING USED FOR THE CHARITABLE PURPOSES INTENDED. PSQSMA (SEE STATEMENT II-10C-1) 20660467 20660467 18508923 18508923 0 0 SEE STATEMENT II-13 FMV 980495266 980495266 LATHROP GPM LLP 64414 0 64414 PROGRAM RELATED INVESTMENTS 124762 124762 124762 MISCELLANEOUS 26766 26766 26766 PRI - TRUST NEIGHBORHOODS 500000 500000 500000 ADMINISTRATIVE & MANAGEMENT 1146727 0 840560 INVESTMENT MANAGEMENT FEES FROM K-1S 0 5423954 0 MISCELLANEOUS CHARITABLE 69614 0 69614 MISCELLANEOUS INVESTMENTS 5702 0 0 INCOME - PORTFOLIO INCOME 0 3631423 0 NONPASSIVE INCOME 174706 -2138899 174706 ROYALTIES 0 146575 0 SECTION 988 0 -51140 0 OTHER INCOME - RECOVERIES 750 0 750 INVESTMENT MANAGEMENT FEES 172994 1176898 0 CUSTODIAN FEES 47793 47793 0 CONSULTING FEES 1254861 782295 472566 FOREIGN TAX WITHHELD 0 650896 0 EXCISE TAX 825000 0 0