2014-09-30T10:28:42-05:00 2013-12-31 580673524 MOORE STEPHENS TILLER LLC 1960 SATELLITE BLVD STE 3600 DULUTH GA 30097 990 2013-01-01 586201529 THE HALLE FOUNDATION C/O W MARSHALL SANDERS ALSTON & BIRD HALL 4048814448 1201 WEST PEACHTREE STREET NE NO 42210 ATLANTA GA 30309 DR EIKE JORDON CHAIRMAN 4048814448 2014-09-30 1 ANGELA M GRINER P01082262 7709958800 2013 2015-11-30 17:44:51Z DR EIKE JORDAN 1201 WEST PEACHTREE STREET NE NO 42210 ATLANTA GA 30309 8290443 0 X WWW.THEHALLEFOUNDATION.ORG X 1986 GA TO PROMOTE GERMAN-AMERICAN RELATIONS. 4 0 0 3 0 0 0 0 0 0 425867 746321 33344 31565 459211 777886 179796 377208 0 0 139500 139500 0 0 0 146720 140019 466016 656727 -6805 121159 11848168 12153254 275818 342875 11572350 11810379 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 476177 377208 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. 476177 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 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 3 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 ADMINISTRATOR 4048814448 1201 WEST PEACHTREE STREET NE NO ATLANTA GA 30309 X DR EIKE JORDAN CHAIRMAN AND CO-TRUSTEE 4.00 X X 24000 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 MS MARNITE B CALDER EXECUTIVE DIRECTOR 40.00 X 115500 0 0 139500 0 0 1 0 0 0 0 254336 254336 8004542 7512557 491985 491985 491985 OTHER INVESTMENT INCOME 900099 31565 31565 31565 777886 0 0 777886 377208 377208 139500 65750 73750 1597 1597 15445 15445 71516 71516 1392 1392 482 482 33219 33219 3841 3841 6044 6044 MISC./OTHER 5404 5404 BOARD OF DIRECTOR'S EXP 579 579 ORGANIZATION DUES 500 500 656727 476177 180550 0 4880 3540 620254 630380 10333 10333 2333922 0 2302357 2333922 7270472 8938527 1639872 236552 11848168 12153254 275818 342875 275818 342875 X 11572350 11810379 11572350 11810379 11848168 12153254 X 121159 116871 -1 X X 0 1 X 1 0 X X X 0 0 0 AGNES SCOTT COLLEGE 580566116 2 0 1 25000 AMERICAN COUNCIL ON GERMANY 131889074 7 1 1 10000 CULTURAL VISTAS INC 136199596 9 0 1 150000 EMORY UNIVERSITY 580566256 2 0 1 36000 FRIENDS OF THE ATLANTIK-BRUCKE EV 202174611 7 1 1 7000 GEORGIA DEPARTMENT OF EDUCATION 000000000 GOVERNMENTAL UNIT 0 1 10000 GEORGIA STATE UNIVERSITY 586002050 2 0 1 0 GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES INC 582203456 501(C)(6) 0 1 41875 KENNESAW STATE UNIVERSITY 237034345 2 0 1 45000 OGLETHORPE UNIVERSITY INC 580568698 2 0 1 33500 WORLD AFFAIRS COUNCIL 910586924 9 0 1 25500 11 383875 FORM 990, SCHEDULE A, PART I, LINE (I): 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." THE TRUST AGREEMENT SPECIFICALLY IDENTIFIES THREE QUALIFIED ORGANIZATIONS, DESIGNATES "COLLEGES AND UNIVERSITIES" AS A QUALIFIED CLASS OF ORGANIZATIONS, AND PERMITS THE TRUSTEES TO DETERMINE WHETHER OR NOT TO SUPPORT OTHER CHARITABLE ORGANIZATIONS. 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. FORM 990, PART IX, LINE 1 & SCHEDULE A, PART I, LINE (I): RETURNED GRANTS AS FOLLOWS WERE RECEIVED FROM 3 GRANT RECIPIENTS FOR FUNDS NOT USED FOR THE PURPOSE INTENDED: CULTURAL VISTAS, INC. $5,749 EMORY UNIVERSITY $62 GEORGIA STATE UNIVERSITY $856 THESE AMOUNTS HAVE NOT BEEN REFLECTED IN THE TOTALS ON SCHEDULE A, THEREFORE THE SCHEDULE A TOTAL EXCEEDS THE PART IX, LINE 1 TOTAL BY $6,667. 2330525 2330525 3397 3397 2333922 X 894757 116871 116871 777886 0 777886 656728 1 1 656727 0 656727 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. 1 AGNES SCOTT COLLEGE 141 EAST COLLEGE AVE DECATUR GA 30030 580566116 501(C)(3) 25000 SUPPORTED ORGANIZATION GRANT AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK NY 10022 131889074 501(C)(3) 10000 SUPPORTED ORGANIZATION GRANT CULTURAL VISTAS INC 440 PARK AVENUE SOUTH 2ND FLOOR NEW YORK NY 10016 136199596 501(C)(3) 150000 SUPPORTED ORGANIZATION GRANT EMORY UNIVERSITY 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 580566256 501(C)(3) 36000 SUPPORTED ORGANIZATION GRANT FRIENDS OF THE ATLANTIK-BRUCKE EV PARK AVE NEW YORK NY 10016 202174611 501(C)(3) 7000 SUPPORTED ORGANIZATION GRANT GEORGIA DEPARTMENT OF EDUCATION 205 JESSE HILL JR DRIVE SE ATLANTA GA 30334 000000000 501(C)(3) GOVERNMENT 10000 SUPPORTED ORGANIZATION GRANT GEORGIA STATE UNIVERSITY ONE PARK PLACE SUITE 533 ATLANTA GA 30303 586002050 501(C)(3) 0 SUPPORTED ORGANIZATION GRANT GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES INC 1170 HOWELL MILL ROAD ATLANTA GA 30318 582203456 501(C)(6) 41875 SUPPORTED ORGANIZATION GRANT KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 501(C)(3) 45000 SUPPORTED ORGANIZATION GRANT OGLETHORPE UNIVERSITY INC 4484 PEACHTREE ROAD NE ATLANTA GA 30319 580568698 501(C)(3) 33500 SUPPORTED ORGANIZATION GRANT WORLD AFFAIRS COUNCIL 2200 ALASKAN WAY STE 450 SEATTLE WA 98121 910586924 501(C)(3) 25500 SUPPORTED ORGANIZATION GRANT 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 MEETINGS' "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 IX, LINE 1 & SCHEDULE I, PART II: RETURNED GRANTS AS FOLLOWS WERE RECEIVED FROM 3 GRANT RECIPIENTS FOR FUNDS NOT USED FOR THE PURPOSE INTENDED: CULTURAL VISTAS, INC. $5,749 EMORY UNIVERSITY $62 GEORGIA STATE UNIVERSITY $856 THESE AMOUNTS HAVE NOT BEEN REFLECTED IN THE TOTALS ON SCHEDULE I, THEREFORE THE SCHEDULE A TOTAL EXCEEDS THE PART IX, LINE 1 TOTAL BY $6,667. 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 EXECUTIVE DIRECTOR 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 BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR. THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR REVIEW THE ELECTRONIC COPY. ONCE THE RETURN HAS BEEN APPROVED BY THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR, THE CHAIRMAN OF THE BOARD SIGNS THE RETURN. 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 OTHER ORGANIZATION'S BOARDS AND ADVISORY BOARDS. NO CONFLICTS OF INTEREST HAVE BEEN IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHAIRMAN OF THE BOARD 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; DATA IS RETAINED IN THE FILES OF THE FOUNDATION. ALL BOARD MEMBERS VOTE ON SALARY DECISIONS, NONE OF THEM ARE DISQUALIFIED PERSONS WITHIN THE MEANING OF SECTION 4958 OF THE CODE. 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 EXECUTIVE DIRECTOR. FORM 990, PART VII: RELATED ORGANIZATION COMPENSATION FOR TRUSTEES OF THE 4 TRUSTEES, THREE RECEIVE COMPENSATION FROM RELATED ENTITIES AS DEFINED WITH RESPECT TO SUPPORTED ORGANIZATIONS. NONE OF THE 3 RECEIVES COMPENSATION FROM THE HALLE FOUNDATION AND ALL 3 ARE BOUND BY THE FOUNDATION'S CONFLICT OF INTEREST POLICY. PER EACH IN RESPONSE TO DISCLOSING THEIR COMPENSATION FROM THE RELATED ENTITY: MR. BANKOFF'S COMPENSATION IS LISTED ON ROBERT W. WOODRUFF ARTS CENTER'S 990 AS FILED. DR. MAGEE'S COMPENSATION IS LISTED ON EMORY UNIVERSITY'S 990 AS FILED. DR. PAPP'S COMPENSATION INFORMATION IS AVAILABLE AT HTTP://WWW.OPEN.GEORGIA.GOV/STA/SEARCH.AUD. 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 CULTERAL VISTAS INC 440 PARK AVE SOUTH 2ND FLOOR NEW YORK NY 10016 136199596 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 9 0 EMORY UNIVERSITY 1599 CLIFTON RD 3RD FLOOR ATLANTA GA 30322 580566256 BOD APPOINTMENT & SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 FRIENDS OF THE ATLANTIK-BRUCKE EV INC PARK AVE NEW YORK NY 10016 202174611 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 7 0 GEORGIA DEPARTMENT OF EDUCATION 205 JESSE HILL JR DRIVE SE ATLANTA GA 30334 SUPPORTED ORGANIZATION GA 501(C)(3) GOVERNMENT LINE 6 0 GEORGIA STATE UNIVERSITY ONE PARK PLACE STE 533 ATLANTA GA 30303 586002050 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES INC 1170 HOWELL MILL RD ATLANTA GA 30318 582203456 SUPPORTED ORGANIZATION GA 501(C)(6) LINE 11B, II 0 KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW GA 30144 237034345 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 0 OGLETHORPE UNIVERSITY 4484 PEACHTREE ROAD ATLANTA GA 30319 580568698 SUPPORTED ORGANIZATION GA 501(C)(3) LINE 2 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 (I) & SCHEDULE I (PART II) B 383875 2013 DONATION AMOUNT FORM 990, PART IX, LINE 1 & SCHEDULE R, PART V, LINE 2 RETURNED GRANTS AS FOLLOWS WERE RECEIVED FROM 3 GRANT RECIPIENTS FOR FUNDS NOT USED FOR THE PURPOSE INTENDED: CULTURAL VISTAS, INC. $5,749 EMORY UNIVERSITY $62 GEORGIA STATE UNIVERSITY $856 THESE AMOUNTS HAVE NOT BEEN REFLECTED IN THE TOTAL ON SCHEDULE R, THEREFORE THE SCHEDULE A TOTAL EXCEEDS THE PART IX, LINE 1 TOTAL BY $6,667.