2026-05-15T12:54:42-05:00 2025-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2025-01-01 852271608 HALL FAMILY FOUNDATION C/O MARIANNE HELLAUER HALL 4102447414 750 E PRATT STREET 900 BALTIMORE MD 21202 MARIANNE SCHMITT HELLAUER TRUSTEE 4102447414 2026-05-14 1 MATTHEW Q KEEFER CPA P00852427 4103565900 2026-05-15 2025 2025-03-06 01:10:19Z X 13319867 X X 519062 519062 245292 319385 245292 297835 0 1062189 764354 0 0 0 3750 1875 1875 13275 6638 6637 56 56 0 17081 8569 8512 1200572 82305 1217653 8569 90817 -155464 755785 12259776 12015662 12015662 227567 310736 1304205 12487343 12326398 13319867 0 0 X 0 0 0 0 12487343 12326398 12487343 12326398 12487343 12326398 12487343 -155464 0 12331879 5481 12326398 JANNEY - LONG TERM P 2016-01-04 2025-07-18 319189 73911 245278 245278 JANNEY - SHORT TERM P 2025-07-18 2025-07-23 196 182 14 14 245292 10505 0 10505 0 10505 8622 0 0 0 8622 0 1883 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A HALL FAMILY FOUNDATION 4102447414 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIANNE SCHMITT HELLAUER 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1371868 12297398 0 13669266 0 0 13669266 205039 13464227 673211 673211 10505 10505 662706 0 662706 0 662706 90817 0 662706 753523 662706 0 0 3000 7535 10535 753523 0 0 0 662706 90817 0 0 101352 0 0 0 0 0 0 0 101352 3000 7535 90817 X JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD STE N2100 BALTIMORE MD 21211 PC J HUNTER YOUNG GIFT FUND AND LYME DISEASE CLINICAL RESEARCH CENTER 325000 THE LOYOLA SCHOOL INC 801 SAINT PAUL ST BALTIMORE MD 21202 PC PRESCHOOL/ELEMENTARY TWO YEAR-ROUND SCHOLARSHIPS 35000 THE NATURE CONSERVANCY 4245 FAIRFAX DR STE 100 ARLINGTON VA 22203 PC GIFT FOR VERMONT AND NEW HAMPSHIRE 400272 UNIVERSITY OF BALTIMORE FOUNDATION 1420 N CHARLES ST BALTIMORE MD 21201 PC SHIVERS COLLECTION 15000 DOCTORS WITHOUT BORDERS USA INC FORMERLY MEDECINS SANS FRONTIERES 40 RECTOR ST FL 16 NEW YORK CITY NY 10006 PC GENERAL SUPPORT 100000 GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 PC GENERAL SUPPORT 75000 PORTLAND JAPANESE GARDEN AKA JAPANESE GARDEN SOCIETY OF OREGON 611 SW KINGSTON AVE PORTLAND OR 97205 PC GENERAL SUPPORT 75000 PBS FOUNDATION 2100 CRYSTAL DR FL 3 ARLINGTON VA 22202 PC GENERAL SUPPORT 50000 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 20090 PC GENERAL SUPPORT 50000 METROPOLITAN ALLIANCE FOR COMMON GOOD 4940 NE 8TH AVE PORTLAND OR 97211 PC GENERAL SUPPORT 75300 1200572 0 14 519062 18 245292 RETIREMENT DISTRIBUTION - ATCTN LLC 297835 0 764354 297835 1062189 11 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. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3750 1875 1875 SEE ATTACHMENTS AS REQUIRED UNDER REGULATIONS SECTION 53.4942(A)-3(B)(7)(II) 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) JANNEY AT COST 310736 1304205 NONDEDUCTIBLE EXPENSES 5481 BANK FEES 56 56 0 RETIREMENT DISTRIBUTION - ATCTN LLC 297835 297835 MANAGEMENT FEES 13275 6638 6637