HALL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HALL FAMILY FOUNDATION (EIN 85-2271608)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349103090
- Schema version
- 2025v4.1
- 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
- Cash Distribution Expln Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:54:42-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852271608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIANNE HELLAUER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 4102447414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E PRATT STREET 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE SCHMITT HELLAUER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4102447414 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,319,867 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $519,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $519,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $319,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,292 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $297,835 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,062,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $764,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,638 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,637 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,572 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,217,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$155,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $755,785 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,259,776 | CashBOYAmt |
| Cash EOY | $12,015,662 | CashEOYAmt |
| Cash EOYFMV | $12,015,662 | CashEOYFMVAmt |
| Other Investments BOY | $227,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,304,205 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,487,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,326,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,319,867 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,487,343 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,326,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,487,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,326,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,487,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,326,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,487,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$155,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,331,879 | SubtotalAmt |
| Other Decreases | $5,481 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,326,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JANNEY - LONG TERM | P | 2016-01-04 | 2025-07-18 | $319,189 | $73,911 | $245,278 | $245,278 |
| JANNEY - SHORT TERM | P | 2025-07-18 | 2025-07-23 | $196 | $182 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,622 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,622 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,883 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102447414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E PRATT STREET SUITE 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE SCHMITT HELLAUER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E PRATT STREET SUITE 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,371,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,297,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,669,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,669,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,464,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $673,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $673,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,505 | TotalTaxAmt |
| Distributable Before Adj | $662,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $662,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $662,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,817 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $662,706 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $753,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $662,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $753,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $662,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,817 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,352 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,000 | ExcessFromYear2Amt |
| Excess From Year1 | $7,535 | ExcessFromYear1Amt |
| Excess From Current Year | $90,817 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK RD STE N2100 | BALTIMORE | MD | 21211 | PC | J HUNTER YOUNG GIFT FUND AND LYME DISEASE CLINICAL RESEARCH CENTER | $325,000 |
| THE LOYOLA SCHOOL INC | ||||||
| 801 SAINT PAUL ST | BALTIMORE | MD | 21202 | PC | PRESCHOOL/ELEMENTARY TWO YEAR-ROUND SCHOLARSHIPS | $35,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | GIFT FOR VERMONT AND NEW HAMPSHIRE | $400,272 |
| UNIVERSITY OF BALTIMORE FOUNDATION | ||||||
| 1420 N CHARLES ST | BALTIMORE | MD | 21201 | PC | SHIVERS COLLECTION | $15,000 |
| DOCTORS WITHOUT BORDERS USA INC FORMERLY MEDECINS SANS FRONTIERES | ||||||
| 40 RECTOR ST FL 16 | NEW YORK CITY | NY | 10006 | PC | GENERAL SUPPORT | $100,000 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | GENERAL SUPPORT | $75,000 |
| PORTLAND JAPANESE GARDEN AKA JAPANESE GARDEN SOCIETY OF OREGON | ||||||
| 611 SW KINGSTON AVE | PORTLAND | OR | 97205 | PC | GENERAL SUPPORT | $75,000 |
| PBS FOUNDATION | ||||||
| 2100 CRYSTAL DR FL 3 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $50,000 |
| WIKIMEDIA FOUNDATION | ||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | PC | GENERAL SUPPORT | $50,000 |
| METROPOLITAN ALLIANCE FOR COMMON GOOD | ||||||
| 4940 NE 8TH AVE | PORTLAND | OR | 97211 | PC | GENERAL SUPPORT | $75,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,572 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $519,062 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $245,292 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT DISTRIBUTION - ATCTN LLC | Desc |
| Related Or Exempt Function Incm | $297,835 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $764,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $297,835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,062,189 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | ALL SOURCES OF REVENUE ARE USED TO INVEST IN SECURITIES OR HELD AS CASH. DISTRIBUTIONS FROM THESE RETIREMENT ACCOUNTS ARE USED FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SEE ATTACHMENTS AS REQUIRED UNDER REGULATIONS SECTION 53.4942(A)-3(B)(7)(II) | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| REQUIRED STATEMENT | FORM 990PF PART XI LINE 3B | ORGANIZATION:HALL FAMILY FOUNDATIONTIN:85-2271608TAX YEAR ENDED: DECEMBER 31, 2025FORM 990-PF. PART XL1 LINE 3B--REPORTING SET-ASIDES UNDER THE CASHDISTRIBUTION TEST1. THE NATURE AND PURPOSES OF THE PROJECT FOR WHICH THE AMOUNTS ARE TO BE SETASIDE ARE DESCRIBED AS FOLLOWS: TO DEVELOP AN ENDOWMENT FUNDFROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTEDCHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISEDCHARITABLE PROJECTS2. THE AMOUNTS SET ASIDE FOR THE PROJECT DESCRIBED IN ITEM 1 WILL. ACTUALLY. BE PAIDWITHIN THE 60-MONTH PERIOD THAT ENDS NO MORE THAN 60 MONTHS AFTER THE DATEOF THE SET-ASIDE.3. THE PROJECT WILL NOT BE COMPLETED BEFORE THE END OF THE ABOVE-REFERENCED TAXYEAR (THE YEAR IN WHICH THE SET-ASIDE WAS MADE).4. ATTACHMENT#1 IS A LIST OF THE DISTRIBUTABLE AMOUNTS DETERMINED UNDER IRCSEC. 4942(D) FOR ALL PAST TAX YEARS IN THE TAXPAYER'S START-UP AND FULL PAYMENTPERIODS.5. A LIST OF ACTUAL PAYMENTS MADE IN CASH OR ITS EQUIVALENT FOR EXEMPT PURPOSES DURING EACH TAX YEAR IN THE TAXPAYER'S START-UP AND FULL PAYMENT PERIODS: 2022 $0 2023 $0 2024 $60,000 2025 $1,200,572 |
| REQUIRED ATTACHMENT | FORM 990PF PART XI LINE 3B | HALL FAMILY FOUNDATIONEIN: 85-22716082024 FORM 990PFATTACHMENT #1SET ASIDE - CASH DISTRIBUTION TESTITEMS PER 990PF TAX RETURNS---------------------------2019 DISTRIBUTABLE AMOUNT 02020 DISTRIBUTABLE AMOUNT 02021 DISTRIBUTABLE AMOUNT 33,5172022 DISTRIBUTABLE AMOUNT 236,2922023 DISTRIBUTABLE AMOUNT 563,3852024 DISTRIBUTABLE AMOUNT 625,8172025 DISTRIBUTABLE AMOUNT 662,706PER REG. 53.4942(A)]3(B)(4)(I), THE FOUNDATION IS DEEMED CREATED IN 2021 BECAUSETHE DISTRIBUTABLE AMOUNT EXCEEDED $500 IN THAT TAX YEAR. THUS THE HALL FOUNDATIONSTART-UP PERIOD IS 2022-2025START-UP PERIOD % OF DISTRIBUTABLE START-UP PERIODTAX YEAR DISTRIBUTABLE AMOUNT MINIMUM AMOUNT AMOUNT2022 20% 236,292 47,258.402023 40% 563,385 225,354.002024 60% 625,817 375,490.202025 80% 662,706 530,164.80MINIMUM TO BE DISTRIBUTED BY 12/31/2025 1,178,267.40AMOUNTS ACTUALLY PAID - 2022 0.00AMOUNTS ACTUALLY PAID - 2023 0.00AMOUNTS ACTUALLY PAID - 2024 (60,000.00)AMOUNTS ACTUALLY PAID - 2025 (1,200,572.00)EXCESS DISTRIBUTED TO APPLY TO 2026 DISTR. AMT. (82,304.60) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JANNEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $310,736 | BookValueAmt |
| EOYFMV | $1,304,205 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $5,481 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT DISTRIBUTION - ATCTN LLC | Desc |
| Revenue And Expenses Per Books | $297,835 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $297,835 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $13,275 | Amt |
| Net Investment Income | $6,638 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,637 | DisbursementsCharitablePrpsAmt |