HALL FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HALL FAMILY FOUNDATION INC (EIN 32-0556847)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349106145
Schema version
2021v4.0
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)
Return2022-11-15T15:36:18-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 DRAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRANDOLPHPersonFirstNm
Person LastHALLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH M SARKEYPreparerPersonNm
PTINP00281226PTIN
Phone2197368902PhoneNum
Preparation2022-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,353FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$117,344ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,364DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,364DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,364DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$58,493NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,167GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$61,474OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$61,474OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$126,690TotalRevAndExpnssAmt
Total Net Invst Incm$6,371TotalNetInvstIncmAmt
Total Adj Net Incm$67,839TotalAdjNetIncmAmt
Taxes Rev And Expnss$80TaxesRevAndExpnssAmt
Taxes Net Invst Incm$80TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,738OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,409OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$329OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,818TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,489TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$329TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,818TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,489TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$329TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$119,872ExcessRevenueOverExpensesAmt
Net Investment Income$4,882NetInvestmentIncomeAmt
Adjusted Net Income$67,510AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,912CashBOYAmt
Cash EOY$4,605CashEOYAmt
Cash EOYFMV$4,605CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,224SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,748SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,748SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$152,260CorporateStockBOYAmt
Corporate Stock EOY$272,915CorporateStockEOYAmt
Total Assets BOY$163,396TotalAssetsBOYAmt
Total Assets EOY$283,268TotalAssetsEOYAmt
Total Assets EOYFMV$10,353TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$163,396NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$283,268NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$163,396TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$283,268TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$163,396TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$283,268TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$163,396TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$119,872ExcessRevenueOverExpensesAmt
Subtotal$283,268SubtotalAmt
Tot Net Ast Or Fund Balances EOY$283,268TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter2018-10-01RulingLetterDt
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Subtotal$68SubtotalAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Tax Due$68TaxDueAmt

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 FoundationYes (true)PrivateOperatingFoundationInd
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)
Description1BOYS & GIRLS CLUBDescription1Txt
Expenses1$5,000Expenses1Amt

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$199,149AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$203,926TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$203,926AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$200,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,043MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,000ExpensesAndContributionsAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$5,000QualifyingDistributionsAmt
Remaining Distri From Corpus$5,000RemainingDistriFromCorpusAmt
Total Corpus$5,000TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2018-10-01PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$10,043CurrentYearAmt
Year1$4,915Year1Amt
Year2$7,046Year2Amt
Total$22,004TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$8,537CurrentYearAmt
Year1$4,178Year1Amt
Year2$5,989Year2Amt
Total$18,704TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$5,000CurrentYearAmt
Year1$29,681Year1Amt
Year2$66,327Year2Amt
Year3$19,132Year3Amt
Total$120,140TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$5,000CurrentYearAmt
Year1$29,681Year1Amt
Year2$66,327Year2Amt
Year3$19,132Year3Amt
Total$120,140TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$6,695CurrentYearAmt
Year1$5,318Year1Amt
Year2$4,697Year2Amt
Year3$2,569Year3Amt
Total$19,279TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOYSGIRLS CLUBBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18392 MISSISSIPPIAddressLine1Txt
CityMERRILLVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46410ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeSCHOLARSHIPSGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,364RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$58,493RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Related Or Exempt Function Incm$61,474RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,346RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,346TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GLOBAL X FDS NASDAQ 100 COVER2020-07PURCHASE2021-01$967$860$107
GLOBAL X FDS US PFD ETF PFFD2020-07PURCHASE2021-01$958$898$60
ISHARES TR BROAD USDHIGH2020-07PURCHASE2021-01$1,068$1,002$66
ISHARES TR CORE TOTAL USD2020-07PURCHASE2021-01$1,025$1,032-$7
ISHARES TR CORE TOTAL USD2020-11PURCHASE2021-10$2,024$2,063-$39
ISHARES TR CORE TOTAL USD2021-01PURCHASE2021-10$266$270-$4
ISHARE TR CORE TOTAL USD2021-09PURCHASE2021-10$692$696-$4
ISHARES TR US TREAS BD ETF, GOVT2020-07PURCHASE2021-01$675$697-$22
VANGUARD WHITEHALL FDS INTL HIGH ETF2020-07PURCHASE2021-01$763$637$126
WISDOMTREE TR EMERGING MKTS HIGH DIV2020-07PURCHASE2021-01$514$463$51
WISDOMTREE TR US HIGH DIVIDEND DHS2020-07PURCHASE2021-01$1,403$1,254$149
WISDOMTREE TR YIELD ENHANCD US2020-07PURCHASE2021-01$1,164$1,185-$21
WISDOMTREE TR US HGHYLD CORP2020-07PURCHASE2021-01$1,097$1,034$63
ISHARES TR CORE TOTAL USD2020-07PURCHASE2021-10$9,533$9,718-$185
ISHARES TR CORE TOTAL USD2020-07PURCHASE2021-10$1,012$1,034-$22
APPRECIATION OF STOCK DONATEDDONATION$58,817-$58,817

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
QYLD 562
PFFD 495
VYMI 173
DHS
DEM 162
GOVT 319
IUSB 254
USHY 342
WFHY 269
AGGY 280
HRL 59$2,880
KMB 32
LLY 35
NOC 9
V 51.760
WEC 55
WM 39
XEL 46
37 ACN$15,338
11 GOOGL$31,867
70 LLY$19,335
116 MSFT$39,013
199 ORCL$17,355
51.76 V$11,217
55 WEC$5,339
39 WM$6,509
753 QYLD$16,709
487 PFFD$12,545
291 TPYP$6,469
149 VYMI$10,008
253 DHS$20,883
138 DEM$5,978
326 GOVT$8,698
337 USHY$13,881
264 WFHY$13,852
291 AGGY$15,039

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
ADVISOR FEE$1,408$1,408
INVESTMENT FEE$1$1
OFFICE SUPPLIES$329$329

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Revenue And Expenses Per Books$61,474RevenueAndExpensesPerBooksAmt
Adjusted Net Income$61,474AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$80Amt
Net Investment Income$80NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.