THOMAS E HALL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
THOMAS E HALL FOUNDATION (EIN 95-4788906)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-09
IRS object ID
201211309349101766
Schema version
2011v1.2
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)
Timestamp2012-05-09T14:13:15-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT SCHAEFER ACCNTNCY CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line123421 South Pointe Dr Ste 115AddressLine1
CityLaguna HillsCity
StateCAState
ZIP Code92653ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954788906EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE THOMAS E HALL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTHOMNameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line110505 SAINT JAMES AVEAddressLine1
CitySOUTH GATECity
StateCAState
ZIP Code90280ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS E HALLName
TitleTRUSTEETitle
Phone3235677555Phone
Date Signed2012-05-08DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT SCHAEFER CPAName
Phone9498551255Phone
Date Prepared2012-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY623913FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss13000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss599InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm599InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm599InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss34647DividendsRevAndExpnss
Dividends Net Invst Incm34647DividendsNetInvstIncm
Dividends Adj Net Incm34647DividendsAdjNetIncm
Total Revenue And Expenses48246TotalRevenueAndExpenses
Total Net Investment Income35246TotalNetInvestmentIncome
Total Adjusted Net Income35246TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss27000CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm27000CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm27000CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps27000CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss650AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm650AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm650AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps650AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss90TaxesRevAndExpnss
Taxes Net Invst Incm90TaxesNetInvstIncm
Taxes Adj Net Incm90TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps90TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss1580OccupancyRevAndExpnss
Occupancy Net Invst Incm1580OccupancyNetInvstIncm
Occupancy Adj Net Incm1580OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps1580OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss2008TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm2008TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm2008TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps2008TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss1079OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm1079OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm1079OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps1079OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss32407TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm32407TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm32407TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps32407TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss22967ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps22967ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss55374TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm32407TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm32407TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps55374TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-7128ExcessOfRevenueOverExpenses
Net Investment Income2839NetInvestmentIncome
Adjusted Net Income2839AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY31617CashBOY
Cash EOY33540CashEOY
Cash EOYFMV33540CashEOYFMV
Savings And Temp Cash Invst BOY204102SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY205373SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV205373SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable624315OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY634637OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY624315OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV385000OtherNotesAndLoansRcvblEOYFMV
Total Assets BOY870356TotalAssetsBOY
Total Assets EOY863228TotalAssetsEOY
Total Assets EOYFMV623913TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Paid In Or Capital Surplus BOY22455PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY22455PaidInOrCapitalSurplusEOY
Retained Earnings BOY847901RetainedEarningsBOY
Retained Earnings EOY840773RetainedEarningsEOY
Total Net Assets BOY870356TotalNetAssetsBOY
Total Net Assets EOY863228TotalNetAssetsEOY
Total Liabilities Net Assets BOY870356TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY863228TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY870356TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-7128ExcessOfRevenueOverExpenses
Subtotal863228Subtotal
Total Net Assets Fund Balances EOY863228TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Adjusted Noncharitable Assets0AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One0AdjNonchrtblAssetsAndOnePct

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax57InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal57Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income57TaxBasedOnInvestmentIncome
Tax Due57TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameTHOMAS E HALLBooksInCareOfPersonName
Books In Care Of Phone Number3235677555BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line110505 SAINT JAMES AVEAddressLine1
CitySOUTH GATECity
StateCAState
ZIP Code90280ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
THOMAS GROUP CONST FORENISC
10505 SAINT JAMES AVESOUTH GATECA90280TRUSTEE72700000
THOMAS HALL
10505 SAINT JAMES AVESOUTH GATECA90280MANAGER1000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets0TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets0AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable0CashDeemedCharitable
Net Noncharitable Assets0NetNoncharitableAssets
Minimum Investment Return0MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions55374ExpensesAndContributions
Qualifying Distributions55374QualifyingDistributions
Adj Qualifying Distributions55374AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Excess Distri Carryover Year545558ExcessDistriCarryoverYear5
Excess Distri Carryover Year446209ExcessDistriCarryoverYear4
Excess Distri Carryover Year339257ExcessDistriCarryoverYear3
Excess Distri Carryover Year243297ExcessDistriCarryoverYear2
Excess Distri Carryover Year158114ExcessDistriCarryoverYear1
Total Excess Distri Carryover232435TotalExcessDistriCarryover
Qualifying Distributions55374QualifyingDistributions
Remaining Distri From Corpus55374RemainingDistriFromCorpus
Total Corpus287809TotalCorpus
Excess Distri Cyov From Year545558ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year242251ExcessDistriCyovToNextYear
Excess From Year446209ExcessFromYear4
Excess From Year339257ExcessFromYear3
Excess From Year243297ExcessFromYear2
Excess From Year158114ExcessFromYear1
Excess From Current Year55374ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerTHOMAS GROUP CONST FORENISCShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FULLERTON AQUATICS SPORTS TEAM
801 W VALENCIA BLVDFULLERTONCA92832UNCONDITIONAL$1,200
BOYS TOWN
2740 N GRAND AVESANTA ANACA92705UNCONDITIONAL$1,500
UNION MISSION
545 SOUTH SAN PEDRO STLOS ANGELESCA90013UNCONDITIONAL$1,000
AVON CANCER WALK
1345 AVENUE OF THE AMERICASNEW YORKNY10105UNCONDITIONAL$1,800
CHILDRENS HOSPITAL LOS ANGELES
4650 W SUNSET BLVDLOS ANGELESCA90027UNCONDITIONAL$6,200
SAINT JUDE HOSPITAL
332 N LAUDERDALE DRMEMPHISTN38105UNCONDITIONAL$2,000
COWBOY MUSEUM
355 EAST F STREETOAKDALECA95361UNCONDITIONAL$1,000
HUNTINGTON LIBRARY
1151 OXFORD RDSAN MARINOCA91108UNCONDITIONAL$800
BASEBALL HALL OF FAME
25 MAIN STCOOPERSTOWNNY13326UNCONDITIONAL$175
ORANGE COUNTY HOCKEY CLUB
23641 LA PALMA AVEYORBA LINDACA92887UNCONDITIONAL$6,492
AQUARIUM OF THE PACIFIC
100 AQUARIUM WAYLONG BEACHCA90802UNCONDITIONAL$800
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year22967TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income599RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income34647RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income35246RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA35246TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualTHOMAS E HALLContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line110505 SAINT JAMES AVEAddressLine1
CitySOUTH GATECity
StateCAState
ZIP Code90280ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions10000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$650Amount
Net Investment Income650NetInvestmentIncome
Adjusted Net Income650AdjustedNetIncome
Disbursements Charitable Prps650DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
REPAIRS113113113113
OFFICE SUPPLIES866866866866
SEMINAR100100100100

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL INCOME TAX$80808080
FRANCHISE TAX$10101010

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