2023-11-06T09:43:04-06:00 2022-12-31 431844194 CHINQUAPIN TRUST COMPANY 2480 PERSHING SUITE 600 KANSAS CITY MO 64108 990PF 2022-01-01 446006291 HALL FAMILY FOUNDATION HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 MAYRA AGUIRRE RAPLINGER PRESIDENT 8162744547 2023-11-03 1 MAYRA AGUIRRE RAPLINGER XXX-XX-XXXX 0 SHELLY L COOK P00367668 8162744688 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1001141614 X X 16134 15369211 23220587 22721701 21359907 21359907 453238 10079573 38560284 54660067 621476 0 621476 43614 0 43614 47500 30333 17167 1220524 1158045 216852 3516053 556480 0 12384 0 12384 58791 0 58791 914976 8312537 592498 6435318 10057395 1562782 47625523 47625523 54060841 10057395 49188305 -15500557 44602672 41446395 53141834 53141834 1269260 2088232 1269260 1269260 54183941 68558390 68558390 24673570 16649608 16649608 20206319 13263805 13263805 1028896869 847607189 847607189 151528 651528 651528 1171646854 1001141614 1001141614 0 0 X 1171646854 1001141614 1171646854 1001141614 1171646854 1001141614 1171646854 -15500557 0 1156146297 155004683 1001141614 SEE ATTACHMENT IV-1 P 21359907 21359907 21359907 21359907 619977 0 619977 0 619977 1500000 0 0 0 1500000 X 1521 878502 878502 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 0 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 MAYRA AGUIRRE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 PRESIDENT 40.00 0 0 0 WILLIAM S BERKLEY 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 RICHARD C GREEN JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 DONALD J HALL JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 CHAIRMAN 1.00 0 0 0 IRVINE O HOCKADAY 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 MARGARET H PENCE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE CHAIRWOMAN 1.00 0 0 0 DAVID A WARM 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 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 OFFICER 100.00 621476 155725 0 DONALD J HALL 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 CHAIRMAN EMERITUS 1.00 0 0 0 COREY BIGGS 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 VICE PRESIDENT/TREASURER 6.00 0 0 0 JOE KAUTEN 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ASST SECRETARY/ASST TREASURY 6.00 0 0 0 BRIAN E GARDNER 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 DIRECTOR 1.00 0 0 0 MARGARET SILVA 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 JON HILE 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 SECRETARY 40.00 0 0 0 NONE 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD KANSAS CITY MO 64141 ADMINISTRATION FEES 2833445 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 021102112 INVESTMENT MANAGEMENT FEES 585192 PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 SHAWNEE MISSION PKWY SUITE 315 MISSION WOODS KS 66205 INVESTMENT MANAGEMENT FEES 167229 THE NORTHERN TRUST COMPANY 50 S LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 100891 CREDO PHILANTHROPY ADVISORS 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 STRATEGY CONSULTING 75000 3 THE HALL FAMILY FOUNDATION SCHOLARSHIP PROGRAM HELPS DESERVING STUDENTS FINANCE THEIR COLLEGE EDUCATION. 72000 THE HALL FAMILY FOUNDATION PARTNERS WITH TRUST NEIGHBORHOODS IN ORDER TO HARNESS GROWTH TO THE BENEFIT OF RESIDENTS BY CREATING MIXED INCOME NEIGHBORHOOD TRUST (MINTS). THE HALL FAMILY FOUNDATION HAS INVESTED $500,000 IN TRUST NEIGHBORHOODS FOR THE LYKINS PHASE I EXPANSION PROJECT. THE FUNDING WILL SUPPORT THE ACQUISITION AND RENOVATION OF A TOTAL OF 40 UNITS OF MIXED INCOME HOUSING. 500000 500000 359699173 38393102 723388882 1121481157 0 0 1121481157 16822217 1104658940 55232947 55232947 619977 619977 54612970 2250 54615220 0 54615220 49188305 500000 49688305 54615220 47865205 0 0 49688305 47865205 0 0 1823100 0 0 0 0 0 0 0 0 52792120 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 47625523 47625523 SEE STATEMENT XV-3B 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 64108 NONE SEE STATEMENT XV-3B 30384334 30384334 14 16134 14 15362799 6412 523000 1862002 01 453238 18 20859699 1862002 36691870 6412 38560284 4 IRC SECTION 103 TAX-EXEMPT INTEREST 0 0 0 0 0 0 0 0 0 0 RSM US, LLP 47500 30333 17167 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. 155458 12/31/21, 12/31/22 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 AND 2022 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 2021-12-15 150000 THE PURPOSE OF SUPPORTING THE REGIONAL HOUSING PARTNERSHIP WAS TO BUILDING AN EFFECTIVE HOUSING SYSTEM THAT EXPANDS AND SUSTAINS ACCESS TO AFFORDABLE HOUSING TO PROMOTE REGIONAL PROSPERITY AND RESULT IN BETTER ECONOMIC AND HEALTH OUTCOMES. THIS PARTNERSHIP WILL WORK TOWARDS BUILDING AN EFFECTIVE HOUSING SYSTEM THAT EXPANDS AND SUSTAINS ACCESS TO AFFORDABLE HOUSING. 120009 12/31/21, 12/31/22 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 AND 2022 FROM THE GRANTEE AND BELIEVES THE GRANT FUNDS ARE BEING USED FOR THE CHARITABLE PURPOSES INTENDED. PSQSMA (SEE STATEMENT II-10C-2) 8321938 8321938 FIDELITY INVESTMENTS (SEE STATEMENT II-10C-3) 4941867 4941867 TWEEDY BROWNE (SEE ATTACHMENT II-10B-2) 58682 58682 PALOMA INSTITUTIONAL INVESTORS (SEE ATTACHMENT II-10B-3) 16590926 16590926 68558390 68558390 0 0 SEE STATEMENT II-13 FMV 847607189 847607189 LATHROP & GAGE LLP 43614 0 43614 PROGRAM RELATED INVESTMENTS 124762 124762 124762 MISCELLANEOUS 26766 26766 26766 PRI - TRUST NEIGHBORHOODS 500000 500000 DECREASE IN UNREALIZED GAIN/LOSS 155004683 ADMINISTRATIVE & MANAGEMENT 795245 239746 540045 INVESTMENT MANAGEMENT FEES FROM K-1S 0 8071791 0 MISCELLANEOUS CHARITABLE 118731 0 52453 MISCELLANEOUS INVESTMENT 1000 1000 0 INCOME - PORTFOLIO INCOME 0 1167515 0 NONPASSIVE INCOME 0 7805762 0 ROYALTIES 988 802362 988 SALE OF NON-INVESTMENT PROPERTY 450000 0 450000 SECTION 988 0 303934 0 OTHER INCOME - RECOVERIES 2250 0 2250 INVESTMENT MANAGEMENT FEES 342967 497340 0 CUSTODIAN FEES 56200 56200 0 CONSULTING FEES 821357 604505 216852 FOREIGN TAX WITHHELD 0 556480 0 EXCISE TAX 3516053 0 0