2015-11-10T10:48:33-06:00 2014-12-31 580673524 MOORE STEPHENS TILLER LLC 1960 SATELLITE BLVD STE 3600 DULUTH GA 30097 990 2014-01-01 586201529 THE HALLE FOUNDATION C/O MARSHALL SANDERS ALSTON & BIRD HALL 4048814448 1201 W PEACHTREE STREET NE NO 42210 ATLANTA GA 30309 DR EIKE JORDON CHAIRMAN 4048814448 2015-11-10 1 ANGELA M GRINER P01082262 7709958800 2014 2016-04-25 22:37:26Z DR EIKE JORDAN 1201 W PEACHTREE STREET NE NO 42210 ATLANTA GA 30309 5646228 0 X WWW.THEHALLEFOUNDATION.ORG X 1986 GA TO PROMOTE GERMAN-AMERICAN RELATIONS. 4 0 0 4 0 0 0 0 0 0 746321 825827 31565 30441 777886 856268 377208 188603 0 0 139500 121388 0 0 0 140019 202199 656727 512190 121159 344078 12153254 11921549 342875 170000 11810379 11751549 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 259552 188603 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. 259552 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 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 4048814448 1201 W PEACHTREE STREET NE NO 42210 ATLANTA GA 30309 DR EIKE JORDAN CHAIRMAN AND CO-TRUSTEE 4.00 X X 31000 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 CO-TRUSTEE 1.00 X 0 0 0 MS MARNITE B CALDER EXECUTIVE DIRECTOR (RET'D 2014) 40.00 X 76055 0 0 107055 0 0 0 0 0 0 0 398958 398958 5216829 4789960 426869 426869 426869 OTHER INVESTMENT INCOME 900099 30441 30441 30441 856268 0 0 856268 168603 168603 20000 20000 121388 55527 65861 49339 49339 21919 21919 72264 72264 3870 3870 1885 1885 15422 15422 1284 1284 6044 6044 ADMINISTRATIVE EXPENSE 28000 28000 MISC./OTHER 1863 1863 BOARD OF DIRECTOR'S EXP 297 297 BANK CHARGES 12 12 512190 259552 252638 0 3540 0 630380 565073 10333 2000 2360966 2333922 2360966 8938527 8801441 236552 192069 12153254 11921549 342875 170000 342875 170000 X 11810379 11751549 11810379 11751549 12153254 11921549 X 344078 -402907 -1 X X 0 1 X 1 0 X X 14 AGNES SCOTT COLLEGE 580566116 2 0 75000 0 AMERICAN COUNCIL ON GERMANY 131889074 7 1 5000 0 CULTURAL VISTAS INC (FKA CDS INTERNATIONAL) 136199596 9 1 70000 0 EMORY UNIVERSITY 580566256 2 0 18000 0 FELIX-FECHENBACH-BERUFSKOLLEG 000000000 GERMAN 501(C)(3) EQU 0 20000 0 FRIENDS OF THE ATLANTIK-BRUCKE EV 202174611 7 1 7000 0 GERMAN AMERICAN CHAMBER OF COMMERCE 582203456 501(C)(6) 0 30664 0 GEORGIA INSTITUTE OF TECHNOLOGY 586002023 2 0 60000 0 GERMAN CULTURAL CENTER FRIENDS OF GOETHE INC 582198618 9 0 10000 0 GERMAN SCHOOL OF ATLANTA 581542599 2 0 5000 0 KENNESAW STATE UNIVERSITY 237034345 2 0 40000 0 OGLETHORPE UNIVERSITY INC 580568698 2 0 15000 0 SOUTHEASTERN COUNCIL OF FOUNDATIONS 560995114 9 0 1100 0 WORLD AFFAIRS COUNCIL 910586924 9 0 8000 0 14 364764 0 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 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) ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3B: THE GERMAN AMERICAN CHAMBER OF COMMERCE ("GACC") OF THE SOUTHERN UNITED STATES, INC. IS A 501(C)(6) ORGANIZATION WHOSE PURPOSE IS TO "SUPPORT, PROMOTE & MAXIMIZE TRADE AND INVESTMENT BETWEEN GERMANY AND THE U.S.". THIS PURPOSE IS WITHIN THE SCOPE OF THE FOUNDATION'S PURPOSE. THE PRIMARY ACTIVITIES OF "GACC" ARE (I) MEETINGS AND SEMINARS AMONG THE MEMBERSHIP TO ENCOURAGE AND PROMOTE RELATIONS BETWEEN GERMAN AND US BUSINESSES AND (II) PUBLICATIONS PROMOTING THE SAME. THE SUPPORT THE FOUNDATION OFFERS TO "GACC" IS IN AN EFFORT TO PROMOTE AND ENCOURAGE GROWTH IN THE BUSINESS RELATIONS BETWEEN THE PEOPLES OF GERMANY AND THE UNITED STATES OF AMERICA. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 3C: DR. EIKE JORDAN IS A MEMBER OF THE BOARD OF DIRECTORS OF "GACC", AND PROVIDES THE NECESSARY CONTROLS TO MAKE SURE THAT THE EFFORTS OF "GACC" FIT WITHIN THE SCOPE OF THE FOUNDATION'S MISSION STATEMENT. 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) ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. 2360966 2360966 2360966 X 453361 -402907 -402907 856268 0 856268 512191 1 1 512190 0 512190 PART X, LINE 2: PER THE 2013 AUDIT'S NOTES, THERE ARE NO FIN 48 DISCLOSURES FOR THIS ORGANIZATION. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS MADE 20000 0 0 0 0 0 0 20000 0 20000 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORTED ORGANIZATION GRANT 20000 WIRE TRANSFER 0 1 0 0 0 0 0 0 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) 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) 75000 SUPPORTED ORGANIZATION GRANT AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK NY 10022 131889074 501(C)(3) 5000 SUPPORTED ORGANIZATION GRANT CULTERAL VISTAS INC 440 PARK AVE SOUTH 2ND FLOOR NEW YORK NY 10016 136199596 501(C)(3) 70000 SUPPORTED ORGANIZATION GRANT EMORY UNIVERSITY 1599 CLIFTON ROAD 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3)PUBLIC UNIV 18000 SUPPORTED ORGANIZATION GRANT FRIENDS OF THE ATLANTIK-BRUCKE EV C/O ALSTON BIRD 90 PARK AVE 15TH FLOOR NEW YORK NY 10016 202174611 501(C)(3) 7000 SUPPORTED ORGANIZATION GRANT GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES INC 1170 HOWELL MILL ROAD ATLANTA GA 30318 582203456 501(C)(6) 30000 SUPPORTED ORGANIZATION GRANT GEORGIA INSTITUTE OF TECHNOLOGY 223 UNCLE HEINE WAY NE MAIL STOP 0325 ATLANTA GA 30332 586002023 501(C)(3)PUBLIC UNIV 60000 SUPPORTED ORGANIZATION GRANT GERMAN CULTERAL CENTER GOETHE-ZENTRUM 1197 PEACHTREE STREET NE ATLANTA GA 30361 582198618 501(C)(3) 10000 SUPPORTED ORGANIZATION GRANT GERMAN SCHOOL OF ATLANTA PO BOX 2548 STOCKBRIDGE GA 30281 581542599 501(C)(3) 5000 SUPPORTED ORGANIZATION GRANT KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 501(C)(3)PUBLIC UNIV 40000 SUPPORTED ORGANIZATION GRANT OGLETHORPE UNIVERSITY 4484 PEACHTREE ROAD ATLANTA GA 30319 580568698 501(C)(3)PUBLIC UNIV 15000 SUPPORTED ORGANIZATION GRANT WORLD AFFAIRS COUNCIL 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 501(C)(3) 7500 SUPPORTED ORGANIZATION GRANT 11 1 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. 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 11 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. TO DATE, DISCUSSIONS OF POSSIBLE CONFLICTS OF INTEREST HAVE INVOLVED TRUSTEES AND/OR THE EXECUTIVE DIRECTOR SERVING ON OTHER ORGANIZATION'S BOARDS AND ADVISORY BOARDS. NO 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 AND EXECUTIVE DIRECTOR 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 AND THE EXECUTIVE DIRECTOR IS EXCLUDED FROM THE RELEVANT COMPENSATION DECISIONS RELATED TO THEMSELVES. 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 XI, LINE 9: ROUNDING -1. 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 CULTERAL VISTAS INC (FKA CDC INTERNATIONAL) 440 PARK AVE SOUTH 2ND FLOOR NEW YORK NY 10016 136199596 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 9 0 EMORY UNIVERSITY 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 580566256 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 FELIX-FECHENBACH-BERUFSKOLLEG SANGER STR 4 DETMOLD GM 32756 SUPPORTED ORGANIZATION GM GERMAN 501(C)(3) EQU 0 FRIENDS OF THE ATLANTIK-BRUCKE EV INC CO ALSTON BIRD 90 PARK AVE NEW YORK NY 10016 202174611 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 7 0 GEORGIA INSTITUTE OF TECHNOLOGY 760 SPRING STREET STE 400 ATLANTA GA 30308 SUPPORTED ORGANIZATION GA 501(C)(3) PUBLIC UNI LINE 2 0 GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES INC 1170 HOWELL MILL RD ATLANTA GA 30318 582203456 SUPPORTED ORGANIZATION GA 501(C)(6) 0 GERMAN CULTURAL CENTER FRIENDS OF GOETHE 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 KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 SUPPORTED ORGANIZATION GA 501(C)(3) PUBLIC UNI LINE 2 0 OGLETHORPE UNIVERSITY 4484 PEACHTREE ROAD ATLANTA GA 30319 580568698 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 SOUTHEASTERN COUNCIL OF FOUNDATIONS 50 HURT PLAZA STE 350 ATLANTA GA 30303 560995114 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 9 0 WORLD AFFAIRS COUNCIL 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 SUPPORTED ORGANIZATION WA 501(C)(3) LINE 9 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 364764