2017-11-14T12:37:11-06:00 2016-12-31 ANDERSEN TAX LLC 222 WEST ADAMS ST SUITE 2250 CHICAGO IL 60606 990PF 2016-01-01 446006291 HALL FAMILY FOUNDATION % WILLIAM A HALL HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ANGELA L TOWER ASSISTANT TREASURER 8165452022 2017-11-15 true WILLIAM C SQUIRES P00436818 3123573950 162.94.28.122 43878220173185000000 2017-11-14 P 085672A47A92373EEC630345099E8D3B3FCEECE7 04FA64AFF449BE25E492801EBD75F51B0E023BDC 2016 2017-02-10 21:41:12Z X X 833764620 X 0 11342 11342 14610841 14582813 29343027 93318242 29343027 -777263 1145017 43187947 45082199 751087 751087 18540 0 0 18540 37270 24937 0 12333 6616468 6526762 80372 480912 480912 767211 367211 3970 3970 38080 38080 686590 245492 416396 9400128 7645314 0 1320778 41724544 35790785 51124672 7645314 0 37111563 -7936725 37436885 13479238 52487826 52487826 2890098 642832 2890098 2890098 105930967 108060189 108060189 61060027 99567242 99567242 642409771 570604635 570604635 156763 154630 154630 823679598 833764620 833764620 0 0 X 823679598 833764620 823679598 833764620 823679598 833764620 823679598 -7936725 18439282 834182155 417535 833764620 SEE STATEMENT IV P 27151444 PUBLICLY TRADED SECURITIES P 93318242 91126659 2191583 2191583 29343027 false 42990356 875546378 0.049101 39499571 886581515 0.044553 39191529 822370931 0.047657 36449068 769360703 0.047376 39215350 815319556 0.048098 0.236785 0.047357 829543284 39284681 374369 39659050 43045322 X 374369 374369 374369 545101 200000 745101 370732 370732 false false false 0 0 0 false false true true false true true MO true false false false false true WWW.HALLFAMILYFOUNDATION.ORG WILLIAM A HALL 8162744547 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 true KS HR UK HK false false true true false false false false false true false false false false false true true false false true false false false DONALD J HALL 5801 OAKWOOD SHAWNEE MISSION KS 66208 CHAIRMAN/DIRECTOR 1.0 0 0 0 WILLIAM A HALL 2101 W 67TH ST SHAWNEE MISSION KS 66208 PRESIDENT 17.0 0 0 0 JOHN A MACDONALD 6540 SAGAMORE ROAD SHAWNEE MISSION KS 66208 VICE PRESIDENT/TREASURER 7.0 0 0 0 TERRI R MAYBEE 6816 W 98TH ST OVERLAND PARK KS 66212 ASST TREAS/ASST SEC (FORMER) 7.0 0 0 0 TRACY MCFERRIN 1206 W 70TH ST KANSAS CITY MO 64113 VICE PRESIDENT/SECRETARY 40.0 0 0 0 ANGELA SMART 6536 GRANADA DRIVE PRAIRIE VILLAGE KS 66208 VICE PRESIDENT 40.0 0 0 0 ANGELA TOWER 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ASST TREASURER/ASST SECRETARY 7.0 0 0 0 MORTON I SOSLAND 5049 WORNALL KANSAS CITY MO 64112 DIRECTOR 1.0 0 0 0 IRVINE O HOCKADAY 2626 VERONA ROAD SHAWNEE MISSION KS 66208 DIRECTOR 1.0 0 0 0 ROBERT A KIPP 12326 GRANADA LEAWOOD KS 66209 DIRECTOR 1.0 0 0 0 MARGARET H PENCE 11512 CANTERBURY CIRCLE LEAWOOD KS 66211 DIRECTOR 1.0 0 0 0 RICHARD C GREEN JR 1215 W 57TH STREET KANSAS CITY MO 64113 DIRECTOR 1.0 0 0 0 SANDRA A J LAWRENCE 2809 W 117TH STREET LEAWOOD KS 66211 DIRECTOR 1.0 0 0 0 DAVID A WARM 50 EAST 55TH TERRACE KANSAS CITY MO 64113 DIRECTOR 1.0 0 0 0 PEGGY J DUNN 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 WILLIAM S BERKLEY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 DONALD J HALL JR 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 DIRECTOR 1.0 0 0 0 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 OFFICER 40.0 751087 202793 0 0 THE NORTHERN TRUST COMPANY 50 S LA SALLE ST CHICAGO IL 60603 INV MGMT FEES 97699 TWEEDY BROWNE COMPANY LLC 350 PARK AVENUE NEW YORK NY 10022 INV MGMT FEES 464874 CHINQUAPIN TRUST COMPANY 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641082501 ADMIN FEES 1382607 SECURITY CAPITAL RESEARCH & MANAGEMENT 10 S DEARBORN ST CHICAGO IL 60603 INV MGMT FEES 182469 CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 021102112 INV MGMT/CUST FEES 931901 4 SEE STATEMENT IX-A NONE 336098276 35748116 470329531 842175923 0 842175923 12632639 829543284 41477164 41477164 374369 374369 41102795 2178 41104973 41104973 37111563 0 5933759 0 0 43045322 374369 42670953 41104973 42658293 2014 2013 2012 0 0 43045322 42658293 387029 0 0 0 0 40717944 0 0 NOT APPLICABLE NOT APPLICABLE HALL FAMILY FOUNDATION 2480 PERSHING ROAD SUITE 600 KANSAS CITY MO 641084547 8162744547 SEE STATEMENT XV-2 SEE STATEMENT XV-2 SEE STATEMENT XV-2 SEE STATEMENT XV-3A-1 ADDRESSES AVAILABLE UPON REQUEST C/O HALL FAMILY FOUNDATION2480 PER KANSAS CITY MO 641082501 NONE SEE STATEMENT XV-3A-1 41724544 41724544 SEE STATEMENT XV-3B ADDRESSES AVAILABLE UPON REQUEST C/O HALL FAMILY FOUNDATION2480 PER KANSAS CITY MO 641082501 NONE SEE STATEMENT XV-3B 10633003 10633003 14 11342 14 14582813 28028 18 29343027 NONPASSIVE INCOME FROM PTSHIPS 14 987748 ROYALTIES FROM PTSHIPS 15 -207478 SECTION 988 CURRENCY GAIN (LOSS) 18 -475 SALE OF NON-INVESTMENT PROPERTY 18 352350 MISCELLANEOUS INCOME 01 358750 FROM PASS-THRU ENTITIES 523000 -2277708 CANCELLATION OF DEBT 01 8650 TAX REFUND 01 900 -2277708 45437627 28028 43187947 4 IRC SECTION 103 TAX-EXEMPT INTEREST. false false false false false false false false false false RSM US, LLP 37000 24667 12333 RMH INDEX, LLC 270 270 NONE SEE STATEMENT II-10B-1 99567242 99567242 108060189 108060189 SEE STATEMENT II-13 570604635 570604635 LATHROP & GAGE, L.C. 18540 18540 PROGRAM RELATED INVESTMENTS 124762 124762 124762 MISCELLANEOUS 26766 26766 26766 ACCRUED PURCHASE INTEREST 5235 3102 3102 PROPHET II-F LOSS LIMITED TO BASIS 60963 PROPHET II-B LOSS LIMITED TO BASIS 336280 PROPHET II LP LOSS LIMITED TO BASIS 2148 WLR RECOVERY IV LOSS LIMITED TO BASIS 18144 ADMINISTRATIVE AND MANAGEMENT 631520 245492 386028 INSURANCE 21041 21041 MISCELLANEOUS 9327 9327 MISC EXPENSES - NON DEDUCTIBLE 24702 TAX REFUND 900 NONPASSIVE INCOME (LOSS) 987748 987748 ROYALTIES FROM PARTNERSHIPS -207478 -207478 SECTION 988 CURRENCY GAIN (LOSS) -475 -475 SALE OF NON-INVESTMENT PROPERTY 352350 CANCELLATION OF DEBT 8650 8650 OTHER TAXABLE INCOME 358750 356572 UNRELATED BUSINESS INCOME FROM PTSHIPS -2277708 INCREASE IN UNREALIZED GAIN/LOSS 18439282 INVESTMENT MANAGEMENT FEES 5495926 5490171 CUSTODIAN FEES 93987 90408 CONSULTING FEES 1026555 946183 80372 FOREIGN TAX WITHHELD 356483 356483 STATE INCOME TAXES 10728 10728 EXCISE TAXES 400000