2022-11-15T09:24:09-06:00 2021-12-31 331197384 ANDERSEN TAX LLC 71 S WACKER DRIVE SUITE 2600 CHICAGO IL 60606 990PF 2021-01-01 446006291 HALL FAMILY FOUNDATION HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 MAYRA AGUIRRE RAPLINGER PRESIDENT 8162744547 2022-11-15 1 MAYRA AGUIRRE RAPLINGER XXX-XX-XXXX WILLIAM C SQUIRES P00436818 3123573950 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1171646854 X X 846 13404437 16490246 73757991 97883716 97883716 705732 -239597 87869006 114134365 581998 0 581998 39320 0 39320 40900 27267 13633 1675130 1446125 391509 675000 484021 0 1401 0 1401 76963 0 76963 615574 6778130 350363 3706286 8735543 1455187 37304749 37304749 41011035 8735543 38759936 46857971 105398822 1 23620226 41446395 41446395 2088232 454998 2088232 2088232 58713461 54183941 54183941 26455829 24673570 24673570 17678177 20206319 20206319 890086687 1028896869 1028896869 151528 151528 151528 1017160907 1171646854 1171646854 0 0 X 1017160907 1171646854 1017160907 1171646854 1017160907 1171646854 1017160907 46857971 107627976 1171646854 0 1171646854 SEE ATTACHMENT IV-1 P 97883716 97883716 97883716 97883716 1465044 0 1465044 0 1465044 840201 0 0 0 840201 X 0 624843 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 KANAS CITY MO 641082501 PRESIDENT 40.00 0 0 0 ANGELA SMART 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 VICE PRESIDENT 40.00 0 0 0 ANGELA TOWER 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 ASST TREASURER/ASST SECRET 6.00 0 0 0 WILLIAM S BERKLEY 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 PEGGY J DUNN 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 RICHARD C GREEN JR 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 DONALD J HALL JR 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 CHAIRMAN 1.00 0 0 0 IRVINE O HOCKADAY 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 SANDRA A J LAWRENCE 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 MARGARET H PENCE 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 VICE CHAIRWOMAN 1.00 0 0 0 DAVID A WARM 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 MARK JORGENSON 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 DIRECTOR 1.00 0 0 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 OFFICER 100.00 581998 145930 0 DONALD J HALL 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 CHAIRMAN EMERITUS 1.00 0 0 0 COREY BIGGS 2480 PERSHING ROAD SUITE 600 KANAS CITY MO 641082501 VICE PRESIDENT/TREASURER 6.00 0 0 0 NONE 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD KANSAS CITY MO 64141 ADMINISTRATION FEES 1172038 CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON MA 021102112 INVESTMENT MANAGEMENT FEES 796468 PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 SHAWNEE MISSION PKWY SUITE 315 MISSION WOODS KS 66205 INVESTMENT MANAGEMENT FEES 257232 CREDO PHILANTHROPY ADVISORS 4801 MAIN STREET SUITE 1000 KANSAS CITY MO 64112 STRATEGY CONSULTING 190750 THE NORTHERN TRUST COMPANY 50 S LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 99228 1 THE HALL FAMILY FOUNDATION SCHOLARSHIP PROGRAM HELPS DESERVING STUDENTS FINANCE THEIR COLLEGE EDUCATION. THE FOUNDATION RECEIVED 81 APPLICATIONS AND AWARDED 17 SCHOLARSHIPS. SINCE THE PROGRAM'S INCEPTION, MORE THAN 1,000 STUDENTS HAVE BEEN AWARDED SCHOLARSHIPS. 102750 0 360389812 21281974 648207478 1029879264 0 0 1029879264 15448189 1014431075 50721554 50721554 1465044 1465044 49256510 1500 49258010 0 49258010 38759936 0 38759936 49258010 37367131 0 0 38759936 37367131 0 0 1392805 0 0 0 0 0 0 0 0 47865205 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 37304749 37304749 SEE STATEMENT XV-3B 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 64108 NONE SEE STATEMENT XV-3B 3278083 3278083 14 846 14 13323697 80740 523000 5031858 01 705732 18 68726133 5031858 82756408 80740 87869006 4 IRC SECTION 103 TAX-EXEMPT INTEREST 0 0 0 0 0 0 0 0 0 0 RSM US, LLP 40900 27267 13633 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. 74374 12/31/21 2022-06-21 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 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 400000 TO PROMOTE HEALTHY EATING AND THUS IMPROVED HEALTH AMONG LOW-INCOME RESIDENTS OF GREATER KASNAS CITY. TO PROVIDE INCENTIVES FOR LOW-INCOME RESIDENTSTO EAT MORE FRESH FRUIT AND VEGETABLES BY ENABLING THEM TO PURCHASE DOUBLE THE AMOUNT WITH THEIR FOOD STAMPS. 0 12/31/21 2022-06-21 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 IN 2018 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. 0 12/31/21 2022-10-27 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 FROM THE GRANTEE AND BELIEVES THE GRANT FUNDS ARE BEING USED FOR THE CHARITABLE PURPOSES INTENDED. PSQSMA (SEE STATEMENT II-10C-2) 16564452 16564452 FIDELITY INVESTMENTS (SEE STATEMENT II-10C-3) 3641867 3641867 TWEEDY BROWNE (SEE ATTACHMENT II-10B-2) 143177 143177 PALOMA INSTITUTIONAL INVESTORS (SEE ATTACHMENT II-10B-3) 24530393 24530393 54183941 54183941 0 0 SEE STATEMENT II-13 FMV 1028896869 1028896869 LATHROP & GAGE LLP 39320 0 39320 PROGRAM RELATED INVESTMENTS 124762 124762 124762 MISCELLANEOUS 26766 26766 26766 ADMINISTRATIVE & MANAGEMENT 589928 242254 322761 INVESTMENT MANAGEMENT FEES FROM K-1S 0 6532445 0 MISCELLANEOUS CHARITABLE 22215 0 27602 MISCELLANEOUS INVESTMENT 3431 3431 0 INCOME - PORTFOLIO INCOME 50737 889278 50737 NONPASSIVE INCOME 0 -2154479 0 ROYALTIES 1274 313321 1274 SALE OF NON-INVESTMENT PROPERTY 652500 0 652500 SECTION 988 -279 712283 -279 OTHER INCOME - RECOVERIES 1500 0 1500 INCREASE IN UNREALIZED GAIN/LOSS 107627976 INVESTMENT MANAGEMENT FEES 392742 546913 0 CUSTODIAN FEES 45175 53508 0 CONSULTING FEES 1237213 845704 391509 FOREIGN TAX WITHHELD 0 484021 0 EXCISE TAX 675000 0 0