HALL FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HALL FAMILY FOUNDATION INC (EIN 32-0556847)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202423199349101847
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T10:19:46-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814649247PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STRATEGIQ TAX & BUSINESS SERV LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 E 90TH DR STE AAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP464107172ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320556847EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALLBusinessNameControlTxt
Phone2197509247PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14259 E LINCOLN HWYAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDOLPH HALLPersonNm
Person TitleRANDOLPH HALLPersonTitleTxt
Phone2197509247PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH M SARKEYPreparerPersonNm
PTINP00281226PTIN
Phone2195251100PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$610,849FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,651InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,651InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,651InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,776DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,776DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,776DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$35,184NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,985GrossSalesPriceAmt
Other Income Rev And Expnss$49,124OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$49,124OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$192,735TotalRevAndExpnssAmt
Total Net Invst Incm$8,427TotalNetInvstIncmAmt
Total Adj Net Incm$57,551TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$2,713OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,632OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$81OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,713TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,632TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$81TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,312ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,312ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,632TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$81TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,312TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$171,710ExcessRevenueOverExpensesAmt
Net Investment Income$5,795NetInvestmentIncomeAmt
Adjusted Net Income$57,470AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,705CashBOYAmt
Cash EOY$4,708CashEOYAmt
Cash EOYFMV$4,708CashEOYFMVAmt
Sav And Temp Cash Invst BOY$260,777SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,697SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,697SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$164,657CorporateStockBOYAmt
Corporate Stock EOY$598,444CorporateStockEOYAmt
Corporate Stock EOYFMV$598,444CorporateStockEOYFMVAmt
Total Assets BOY$439,139TotalAssetsBOYAmt
Total Assets EOY$610,849TotalAssetsEOYAmt
Total Assets EOYFMV$610,849TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$439,139NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$610,849NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$439,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$610,849TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$439,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$610,849TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$439,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$171,710ExcessRevenueOverExpensesAmt
Subtotal$610,849SubtotalAmt
Tot Net Ast Or Fund Balances EOY$610,849TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2018-10-01RulingLetterDt
Investment Income Excise Tax$81InvestmentIncomeExciseTaxAmt
Subtotal$81SubtotalAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Tax Due$81TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRANDOLPH HALLIndividualWithBooksNm
Phone2197509247PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14259 LINCOLN HWYAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRANDOLPH HALLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14259 E LINCOLN HWYAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
TitleRANDOLPH HALTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO OTHER 501(C)(3) CHARITIES.Description1Txt
Expenses1$18,312Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$515,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$524,996TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$524,996AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,875CashDeemedCharitableAmt
Net Vl Noncharitable Assets$517,121NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,856MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,856MinimumInvestmentReturnAmt
Tax Based On Investment Income$81TaxBasedOnInvestmentIncomeAmt
Total Tax$81TotalTaxAmt
Distributable Before Adj$25,775DistributableBeforeAdjAmt
Distributable Before Ded$25,775DistributableBeforeDedAmt
Distributable As Adjusted$25,775DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,312ExpensesAndContributionsAmt
Qualifying Distributions$18,312QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,775DistributableAsAdjustedAmt
Qualifying Distributions$18,312QualifyingDistributionsAmt
Applied To Current Year$18,312AppliedToCurrentYearAmt
Undistributed Income CY$7,463UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WINFIELD TOWNSHIP FOOD PANTRY
7416 E 109TH AVECROWN POINTIN46307PROVIDE FOOD TO THOSE IN NEED$4,528
BOYSGIRLS CLUB
8392 MISSISSIPPIMERRILLVILLEIN46410SCHOLARSHIPS$2,376
ST JUDE HOUSE
12490 MARSHALL STREETCROWN POINTIN46307FAMILY VIOLENCE PREVENTION CENTER$1,000
ST VINCENT DE PAUL
2145 N HALSTED STCHICAGOIL60614PROVIDE ASSISTANCE TO THOSE IN NEED$250
MEALS ON WHEELS AMERICA
PO BOX 791568BALTIMOREMD21279PROVIDE FOOD TO THOSE IN NEED$1,000
OPPORTUNITY ENTERPRISES
2801 EVANS AVEVALPARAISOIN46383PROVIDE ASSISTANCE TO THE DISABLED$1,000
CENTER FOR POSSIBILITIES
22 TYLER STHOBARTIN46323PROVIDE ASSISTANCE TO THE DISABLED$1,000
VIEW OF HEAVEN FARM
16848 HAMILTON STATION RDHAMILTONVA20158PROVIDE FOOD ASSISTANCE TO THE NEEDY$7,158
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,312TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,651RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,776RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,184RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Related Or Exempt Function Incm$49,124RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$92,735RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,735TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRANDOLPH HALLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18502 DOUBLETREEAddressLine1Txt
CityCROWN POINTCityNm
State AbbreviationINStateAbbreviationCd
ZIP46307ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
NATIONAL FIN SVCS 8935PURCHASE$206,229$171,290$34,939
NATIONAL FIN SVCS 8935PURCHASE$2,756$2,511$245

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNAT FIN SVCS 8935 - ETPS & STOCKSStockNm
EOY Book Value$598,444EOYBookValueAmt
EOYFMV$598,444EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
ADVISOR FEE$2,632$2,632
MISCELLANEOUS$81$81

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Revenue And Expenses Per Books$49,124RevenueAndExpensesPerBooksAmt
Adjusted Net Income$49,124AdjustedNetIncomeAmt

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