2016-11-15T07:42:56-06:00 2015-12-31 580673524 MOORE STEPHENS TILLER LLC 1960 SATELLITE BLVD STE 3600 DULUTH GA 30097 990 2015-01-01 586201529 THE HALLE FOUNDATION HALL 4046642506 PO BOX 250024 ATLANTA GA 30325 DR EIKE JORDON CHAIRMAN 4046642506 2016-11-14 1 ANGELA M GRINER P01082262 7709958800 2015 2017-02-10 21:41:12Z X DR EIKE JORDAN PO BOX 250024 ATLANTA GA 30325 6403473 0 X WWW.THEHALLEFOUNDATION.ORG X 1986 GA TO PROMOTE GERMAN-AMERICAN RELATIONS. 4 0 0 4 0 0 0 0 0 0 825827 154997 30441 29261 856268 184258 188603 694825 0 0 121388 36000 0 0 0 202199 161663 512190 892488 344078 -708230 11921549 11523354 170000 587600 11751549 10935754 X THE HALLE FOUNDATION SEEKS TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING, KNOWLEDGE, AND FRIENDSHIP BETWEEN THE PEOPLE OF GERMANY, AS SEEN IN ITS EUROPEAN CONTEXT, AND THOSE OF THE UNITED STATES. THE FOUNDATION SUPPORTS INITIATIVES IN THE FIELDS OF CULTURE, SCIENCE, TECHNOLOGY, COMMERCE, LANGUAGE, SCHOLARSHIP, AND INTERNATIONAL RELATIONS THAT TAKE PLACE UNDER THE AUSPICES OF EMORY UNIVERSITY AND OTHER UNIVERSITIES AND COLLEGES, THE SOUTHERN CENTER FOR INTERNATIONAL STUDIES, THE ROBERT W. WOODRUFF ARTS CENTER, ATLANTIK BRUCKE, THE AMERICAN COUNCIL ON GERMANY, THE GEORGIA ROTARY STUDENT PROGRAM, CDS INTERNATIONAL, INC., AND OTHER NOT-FOR-PROFIT INSTITUTIONS WHICH THE TRUSTEES MAY SELECT FROM TIME TO TIME THAT SEEK THE SAME GOALS AS THE FOUNDATION. 0 0 711801 694825 0 THE FOUNDATION SUPPORTS INITIATIVES IN THE FIELDS OF CULTURE, SCIENCE, TECHNOLOGY, COMMERCE, LANGUAGE, SCHOLARSHIP, AND INTERNATIONAL RELATIONS THAT TAKE PLACE UNDER THE AUSPICES OF EMORY UNIVERSITY AND OTHER UNIVERSITIES AND COLLEGES, THE SOUTHERN CENTER FOR INTERNATIONAL STUDIES, THE ROBERT W. WOODRUFF ARTS CENTER, ATLANTIK BRUCKE, THE AMERICAN COUNCIL ON GERMANY, THE GEORGIA ROTARY STUDENT PROGRAM, CDS INTERNATIONAL, INC., AND OTHER NOT-FOR-PROFIT INSTITUTIONS WHICH THE TRUSTEES MAY SELECT FROM TIME TO TIME THAT SEEK THE SAME GOALS AS THE FOUNDATION. 711801 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 GA X X W MARSHALL SANDERS EXECUTIVE DIRE 4046642506 PO BOX 250024 ATLANTA GA 30325 DR EIKE JORDAN CHAIRMAN AND CO-TRUSTEE 4.00 X X 36000 0 0 MR JOSEPH R BANKOFF CO-TRUSTEE 1.00 X 0 0 0 DR ROSEMARY M MAGEE CO-TRUSTEE 1.00 X 0 0 0 DR DANIEL S PAPP CO-TRUSTEE 1.00 X 0 0 0 36000 0 0 0 0 0 0 0 286834 286834 6087378 6219215 -131837 -131837 -131837 OTHER INVESTMENT INCOME 900099 29261 29261 29261 184258 0 0 184258 672225 672225 22600 22600 36000 12000 24000 659 659 21171 21171 72716 72716 2374 2374 450 450 2602 2602 4571 4571 ADMINISTRATIVE EXPENSE 57120 57120 892488 711801 180687 0 565073 168794 2000 2000 2390227 2360966 2390227 8801441 8661790 192069 300543 11921549 11523354 170000 587600 170000 587600 X 11751549 10935754 11751549 10935754 11921549 11523354 X -708230 -107564 -1 X X 0 1 X 1 0 X X 12 AGNES SCOTT COLLEGE 580566116 2 0 3500 0 AMERICAN COUNCIL ON GERMANY INC 131889074 7 1 5000 0 CHAMBLEE CHARTER HIGH SCHOOL BLUE AND GILD FOUNDATION 223905263 5 0 30000 0 CULTERAL VISTAS INC 136199596 9 1 54609 0 EMORY UNIVERSITY 580566256 2 0 51226 0 FRIENDS OF THE ATLANTIK-BRUCKE EV 202174611 7 1 7000 0 GERMAN CULTERAL CENTER GOETHE-ZENTRUM 582198618 9 0 5000 0 GERMAN SCHOOL OF ATLANTA 581542599 2 0 5000 0 INTERNATIONAL CHARTER SCHOOL OF ATLANTA 462945113 2 0 6900 0 KENNESAW STATE UNIVERSITY 237034345 2 0 87500 0 UNIVERSITY OF GEORGIA FOUNDATION 586033837 5 0 10000 0 WORLD AFFAIRS COUNCIL 910586924 9 0 13500 0 12 279235 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: THE TRUST AGREEMENT (I) SPECIFICALLY IDENTIFIES THREE QUALIFIED ORGANIZATIONS LISTED IN SCHEDULE A'S SUPPORTED ORGANIZATIONS, (II) DESIGNATES "COLLEGES AND UNIVERSITIES" AS A QUALIFIED CLASS OF ORGANIZATIONS, AND (III) PERMITS THE TRUSTEES TO DETERMINE WHETHER OR NOT TO SUPPORT OTHER CHARITABLE ORGANIZATIONS WHO FURTHER THE FOUNDATION'S MISSION. THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I, LINE 11(H), WHICH ARE NOT IDENTIFIED BY NAME IN THE TRUST AGREEMENT, ARE DEEMED TO MEET THE FOUNDATION'S REQUIREMENTS UNDER PARTS (II) AND (III) ABOVE. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 2: CERTAIN SUPPORTED ORGANIZATIONS ARE LOCATED IN GERMANY, AND DO NOT HAVE EXPLICIT U.S. DETERMINATIONS AS TO 501(C)(3) CHARITY EQUIVALENCY. RESEARCH BY THE FOUNDATION'S BOARD OF TRUSTEES HAS DETERMINED THAT THESE ORGANIZATIONS ARE THE GERMAN EQUIVALENT OF US 501(C)(3) ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 4B: THERE ARE NO FOREIGN ORGANIZATION BOARD MEMBERS WHO CAN CONTROL THE FOUNDATION BOARD'S DECISIONS REGARDING WHICH FOREIGN ORGANIZATIONS TO SUPPORT. PER THE HALLE FOUNDATION'S AMENDED TRUST AGREEMENT DATED JANUARY 1, 1994: THE FOUNDATION SUPPORTS ORGANIZATIONS THE PURPOSES OF WHICH INCLUDE THE PROMOTION OF INTERNATIONAL PEACE AND UNDERSTANDING" BETWEEN THE PEOPLES OF THE UNITED STATES AND GERMANY THROUGH GREATER KNOWLEDGE AND UNDERSTANDING OF EACH OTHER'S "PEOPLE, SOCIETY, GEOGRAPHY, CULTURE, SPORTS, POLITICAL AND LEGAL SYSTEMS, AS WELL AS HABITS AND CUSTOMS" IN AN EFFORT TO "INCREASE FRIENDSHIP BETWEEN THE TWO PEOPLES AND IMPROVE RELATIONS BETWEEN THE TWO NATIONS". ALL FOREIGN ORGANIZATION CONTRIBUTIONS MADE FALL WITHIN THIS CONTEXT. FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 4C: CERTAIN SUPPORTED ORGANIZATIONS SUPPORTED ARE LOCATED IN GERMANY, AND DO NOT HAVE EXPLICIT U.S. DETERMINATIONS AS TO 501(C)(3) CHARITY EQUIVALENCY. RESEARCH BY THE FOUNDATION'S BOARD OF TRUSTEES HAS DETERMINED THAT THESE ORGANIZATIONS ARE THE GERMAN EQUIVALENT OF US 501(C)(3) ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. 2390227 2390227 2390227 X 76694 -107564 -107564 184258 0 184258 892489 1 1 892488 0 892488 PART X, LINE 2: PER THE 2013 AUDIT'S NOTES, THERE ARE NO FIN 48 DISCLOSURES FOR THIS ORGANIZATION. PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT MAKING 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) A PLEDGE OF $6,600 WAS MADE IN 2015 FOR PAYMENT IN A FUTURE YEAR. 0 EUROPE (INCLUDING ICELAND & GREENLAND) A PLEDGE OF $16,000 WAS MADE IN 2015 FOR PAYMENT IN A FUTURE YEAR. 0 0 2 0 0 0 0 0 0 FORM 990, SCHEDULE F, PART 2: CERTAIN SUPPORTED ORGANIZATIONS ARE LOCATED IN GERMANY, AND DO NOT HAVE EXPLICIT U.S. DETERMINATIONS AS TO 501(C)(3) CHARITY EQUIVALENCY. RESEARCH BY THE FOUNDATION'S BOARD OF TRUSTEES HAS DETERMINED THAT THESE ORGANIZATIONS ARE THE GERMAN EQUIVALENT OF US 501(C)(3) ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. 1 AGNES SCOTT COLLEGE 141 EAST COLLEGE AVE DECATUR GA 30030 580566116 501(C)(3) 3500 SUPPORTED ORGANIZATION GRANT AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK NY 10022 131889074 501(C)(3) 5000 SUPPORTED ORGANIZATION GRANT CHAMBLEE CHARTER HIGH SCHOOL BLUE AND GOLD FOUNDATION 5456 PEACHTREE BLVD BOX 154 CHAMBLEE GA 30341 223905263 501(C)(3) 30000 SUPPORTED ORGANIZATION GRANT CULTERAL VISTAS INC 440 PARK AVE SOUTH 2ND FLOOR NEW YORK NY 10016 136199596 501(C)(3) 54609 SUPPORTED ORGANIZATION GRANT EMORY UNIVERSITY 1599 CLIFTON ROAD 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3)PUBLIC UNIV 51226 SUPPORTED ORGANIZATION GRANT FRIENDS OF THE ATLANTIK-BRUCKE EV C/O ALSTON BIRD 90 PARK AVE 15TH FLOOR NEW YORK NY 10016 202174611 501(C)(3) 7000 SUPPORTED ORGANIZATION GRANT GERMAN CULTERAL CENTER GOETHE-ZENTRUM 1197 PEACHTREE STREET NE ATLANTA GA 30361 582198618 501(C)(3) 5000 SUPPORTED ORGANIZATION GRANT GERMAN SCHOOL OF ATLANTA PO BOX 2548 STOCKBRIDGE GA 30281 581542599 501(C)(3) 5000 SUPPORTED ORGANIZATION GRANT INTERNATIONAL CHARTER SCHOOL OF ATLANTA 1335 NORTHMEADOW PKWY STE 100 ROSWELL GA 30076 462945113 501(C)(3) SECONDARY 6900 SUPPORTED ORGANIZATION GRANT KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 501(C)(3)PUBLIC UNIV 87500 SUPPORTED ORGANIZATION GRANT UNIVERSITY OF GEORGIA FOUNDATION 394 S MILLEDGE AVE STE 100 ATHENS GA 30602 586033837 501(C)(3) 10000 SUPPORTED ORGANIZATION GRANT WORLD AFFAIRS COUNCIL 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 501(C)(3) 13500 SUPPORTED ORGANIZATION GRANT 12 0 PART I, LINE 2: GRANTS ARE MADE ONLY TO ORGANIZATIONS EITHER SPECIFICALLY STATED AS BEING SUPPORTED BY THE FOUNDATION IN ITS ORGANIZING DOCUMENTS OR OTHER UNIVERSITIES AND COLLEGES AND/OR OTHER NOT-FOR-PROFIT ORGANIZATIONS AS IDENTIFIED BY THE BOARD OF TRUSTEES AS SEEKING THE SAME GOALS AS THE FOUNDATION. THE BOARD NOTES THE DISCUSSIONS AND APPROVALS OF ALL GRANTS IN ITS MEETING "MINUTES". THE BOARD DOES NOT REQUIRE SPECIFIC EXPENDITURE RESPONSIBILITY FOR EACH GRANT AS IT HAS SPENT EXTENSIVE TIME RESEARCHING THE SIMILARITY OF THE MISSION OF THE GRANTEE WITH ITS OWN BEFORE APPROVING THE GRANT. FORM 990, PART VI, SECTION A, LINE 8B N/A - NO INDIVIDUAL COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD EXIST FOR THIS ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 WITH APPROVAL OF THE BOARD OF TRUSTEES, THE ADMINISTRATOR ENGAGES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FORM 990 ANNUALLY. A COPY OF THE FORM 990 IS PROVIDED IN ELECTRONIC FORM BY THE PREPARER TO THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE ADMINISTRATOR FOR DISTRIBUTION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES AND ADMINISTRATOR REVIEW THE ELECTRONIC COPY. ONCE THE RETURN HAS BEEN APPROVED BY THE BOARD OF TRUSTEES AND THE ADMINISTRATOR, THE CHAIRMAN OF THE BOARD SIGNS THE RETURN FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL AND/OR PERCEIVED CONFLICTS OF INTEREST ARE PRESENTED AND DISCUSSED AT SCHEDULED BOARD MEETINGS. IF A CONFLICT OF INTEREST APPEARS TO EXIST, THE INTERESTED PARTY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT WHICH RESULTS IN A POSSIBLE CONFLICT OF INTEREST. THE CHAIRMAN OF THE BOARD OR AN APPOINTED DISINTERESTED PERSON, SHALL INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. THE BOARD SHALL THEN DETERMINE BY A MAJORITY VOTE OF DISINTERESTED PARTIES WHETHER THE TRANSACTION IS IN VIOLATION OF THE POLICY. VIOLATIONS OF THE POLICY WILL RESULT IN APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TAKEN BY THE BOARD OF TRUSTEES. TO DATE, DISCUSSIONS OF POSSIBLE CONFLICTS OF INTEREST HAVE INVOLVED TRUSTEES AND/OR THE EXECUTIVE DIRECTOR SERVING ON ANOTHER ORGANIZATION'S BOARD OR ADVISORY BOARD OR AS AN EMPLOYEE OF A POTENTIAL GRANTEE. NO ACTUAL CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CHAIRMAN OF THE BOARD AND EXECUTIVE DIRECTOR INCLUDES APPROPRIATE COMPARABILITY DATA FROM NATIONAL AND LOCAL SALARY SURVEYS OF COMPARABLE INSTITUTIONS COMPILED BY THE NATIONAL COUNCIL ON FOUNDATIONS AND THE SOUTHEASTERN COUNCIL OF FOUNDATIONS, AND THE DATA IS RETAINED IN THE FILES OF THE FOUNDATION. THE CHAIRMAN EXCLUDES HIMSELF AND THE EXECUTIVE DIRECTOR IS EXCLUDED FROM THE RELEVANT COMPENSATION DECISIONS RELATED TO THEMSELVES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE HOUSED AT THE OFFICES OF THE FOUNDATION AND ARE AVAILABLE TO THE PUBLIC UPON WRITTEN OR ORAL REQUEST TO THE ADMINISTRATOR. FORM 990, PART XI, LINE 9: ROUNDING -1. FORM 990, PART XII, LINE 2C: THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AGNES SCOTT COLLEGE 141 EAST COLLEGE AVE DECATUR GA 30030 580566116 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK NY 10022 131889074 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 7 0 CHAMBLEE CHARTER HIGH SCHOOL BLUE AND GOLD FOUNDATION 5456 PEACHTREE BLVD BOX 154 CHAMBLEE GA 30341 223905263 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 5 0 CULTERAL VISTAS INC (FKA CDC INTERNATIONAL) 440 PARK AVE SOUTH 2ND FLOOR NEW YORK NY 10016 136199596 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 9 0 EMORY UNIVERSITY 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 580566256 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 FRIENDS OF THE ATLANTIK-BRUCKE EV INC CO ALSTON BIRD 90 PARK AVE NEW YORK NY 10016 202174611 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 7 0 GERMAN CULTURAL CENTER FRIENDS OF GOETHE 1197 PEACHTREE STREET ATLANTA GA 30361 582198618 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 7 0 GERMAN SCHOOL OF ATLANTA INC PO BOX 2546 STOCKBRIDGE GA 30281 581542599 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 INTERNATIONAL CHARTER SCHOOL OF ATLANTA 1335 NORTHMEADOW PKWY STE 100 ROSWELL GA 30076 462945113 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 UNIVERSITY OF GEORGIA FOUNDATION 394 S MILLEDGE AVE STE 100 ATHENS GA 30602 586033837 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 5 0 WORLD AFFAIRS COUNCIL 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 SUPPORTED ORGANIZATION WA 501(C)(3) LINE 9 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VARIOUS SEE SCHEDULE A PART I LINE (G) B 279235