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GASTON & EDITH HALLAM FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GASTON & EDITH HALLAM FOUNDATION (EIN 23-7048873)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-10-05
IRS object ID
202132789349101118
Schema version
2019v5.2
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)
Return2021-10-05T16:38:13-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N FRANKLIN STREET STE 2400AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237048873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GASTON & EDITH HALLAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT HALLAMInCareOfNm
Business Name ControlGASTBusinessNameControlTxt
Phone2146341500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11805 RECORD CROSSINGAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75235ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HALLAMPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2146341500PhoneNum
Signature2021-10-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELANIE MCPEAKPreparerPersonNm
PTINP01346034PTIN
Phone8132254800PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$80,457FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$59InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$59InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$59TotalRevAndExpnssAmt
Total Net Invst Incm$59TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,287AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,288AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$8,575TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,287TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,575TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,287TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,516ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$88,973SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$80,457SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,457SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Total Assets BOY$88,973TotalAssetsBOYAmt
Total Assets EOY$80,457TotalAssetsEOYAmt
Total Assets EOYFMV$80,457TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$88,973CapitalStockBOYAmt
Capital Stock EOY$80,457CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$88,973TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$80,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,973TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,457TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,973TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,516ExcessRevenueOverExpensesAmt
Subtotal$80,457SubtotalAmt
Tot Net Ast Or Fund Balances EOY$80,457TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$619,590AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$607,626NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.01969DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,545AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$699,159NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05227DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,137AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$734,297NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073726DistributionYr3Rt
Adjusted Qlfy Distri Yr4$106,705AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$752,841NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.141736DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,162AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$814,203NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034588DistributionYr5Rt
Total Distribution1.32201TotalDistributionRt
Average Distribution0.264402AverageDistributionRt
Net Vl Noncharitable Assets$83,813NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,160AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,160AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,288QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$339EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$339TotalPaymentsAndCreditsAmt
Overpayment$339OverpaymentAmt
Applied To ES Tax$339AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT HALLAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2146341500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11805 RECORD CROSSINGAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75235ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT G HALLAM
1805 RECORD CROSSINGDALLASTX75235CHAIRMAN1.0$0$0$0
HOWARD P HALLAM
1805 RECORD CROSSINGDALLASTX75235TRUSTEE1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,089AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$85,089TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$85,089AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,276CashDeemedCharitableAmt
Net Vl Noncharitable Assets$83,813NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,191MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,191MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$4,191DistributableBeforeAdjAmt
Distributable Before Ded$4,191DistributableBeforeDedAmt
Distributable As Adjusted$4,191DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,288ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,288QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,288AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,191DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,483ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,887ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,060ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$589,561ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$678,991TotalExcessDistributionCyovAmt
Qualifying Distributions$4,288QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$4,191AppliedToCurrentYearAmt
Remaining Distri From Corpus$97RemainingDistriFromCorpusAmt
Total Corpus$679,088TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$679,088ExcessDistriCyovToNextYrAmt
Excess From Year4$69,483ExcessFromYear4Amt
Excess From Year3$17,887ExcessFromYear3Amt
Excess From Year2$2,060ExcessFromYear2Amt
Excess From Year1$589,561ExcessFromYear1Amt
Excess From Current Year$97ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$59ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,575Amt
Net Investment Income$4,287NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,288DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt
2017 TAX PAYMENT
OTHER TAX PAYMENTS
2018 4TH QTR ESTIMATED TAX

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