TY 2023 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE HALLE FOUNDATION

Employer identification number

58-6201529

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ............................... 38

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) 1014 INC	822491142	7		No	5,000	0
(B) AMERICAN ASSOCIATION OF TEACHERS OF GERMAN	231944578	7		No	59,525	0
(C) AMERICAN COUNCIL ON GERMANY INC	131889074	7	Yes		39,854	0
(D) AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES AT JOHNS HOPKINS UNIVERS	521309525	7		No	58,000	0
(E) ATLANTA CHAMBER PLAYERS INC	581280281	10		No	11,500	0
(F) ATLANTA INTERNATIONAL SCHOOL	581581116	2		No	20,720	0
(G) CARL DUISBERG CENTREN	000000000	2		No	25,770	0
(H) CENTENNIAL HIGH SCHOOL GERMAN DEPARTMENT	000000000	2		No	20,000	0
(I) CHATTAHOOCHEE TECHNICAL COLLEGE	581788754	2		No	8,180	0
(J) CULTURAL VISTAS INC	136199596	10	Yes		181,446	0
(K) DALTON PUBLIC SCHOOLS	000000000	2		No	44,168	0
(L) CITY SCHOOLS OF DECATUR	000000000	2		No	26,000	0
(M) EMORY UNIVERSITY	580566256	2		No	4,650	0
(N) FELIX FECHENBACH BERUFSKOLLEG	000000000	2		No	41,705	0
(O) FRIENDS OF THE ATLANTIK-BRUCKE EV FOUNDATION INC	202174611	7	Yes		7,500	0
(P) GEORGIA BOY CHOIR	270700819	10		No	134,400	0
(Q) GEORGIA SOUTHERN UNIVERSITY	586002059	2		No	125,867	0
(R) GEORGIA STATE UNIVERSITY	586002050	2		No	40,000	0
(S) GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC	581845423	5		No	11,292	0
(T) GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES	582203456	10		No	13,200	0
(U) GERMAN AMERICAN CONFERENCE AT HARVARD	042103580	2		No	28,000	0
(V) GERMAN CULTURAL CENTER GOETHE-ZENTRUM	582198618	10		No	15,000	0
(W) GERMAN SCHOOL OF ATLANTA INC	581542599	2		No	15,000	0
(X) HAMBIDGE CENTER FOR CREATIVE ARTS AND SCIENCES INC	586001278	10		No	5,000	0
(Y) HEILWIG GYMNASIUM	000000000	2		No	10,000	0
(Z) INTERNATIONAL FARM YOUTH EXCHANGE	256085638	7		No	15,000	0
(AA) KENNESAW STATE UNIVERSITY	580965786	2		No	49,686	0
(AB) PADERBORN UNIVERSITY	000000000	2		No	100,000	0
(AC) SEMINOLE COUNTY MIDDLE HIGH SCHOOL	000000000	2		No	8,000	0
(AD) STEFFEN THOMAS MUSEUM & ARCHIVES INC	582421911	7		No	25,000	0
(AE) THE ATLANTA OPERA INC	581371843	7		No	125,000	0
(AF) THEODOR-HEUSS-GYMNASIUM	000000000	2		No	9,000	0
(AG) TRUST FOR THE NATIONAL MALL	300080738	7		No	2,500	0
(AH) UNI-BIGBAND HALLE	000000000	7		No	31,400	0
(AI) UNIVERSITY OF GEORGIA	586001998	2		No	10,000	0
(AJ) UNIVERSITY OF GEORGIA FOUNDATION	586033837	5		No	24,750	0
(AK) UNIVERSITY OF WEST GEORGIA FOUNDATION	586056464	5		No	25,000	0
(AL) WORLD AFFAIRS COUNCIL ATLANTA	910586924	10		No	42,779	0
Total 38					1,419,892	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Yes

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Yes

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Yes

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Yes

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Yes

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART I, LINE 12G, COLUMN IV:	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 12(G), 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 I, LINE 12G, COLUMN (V):	THE TOTAL HERE DIFFERS FROM THE TOTAL REPORTED ON THE FORM 990, PART IX, LINES 1-3 DUE TO THE FOUNDATION'S BOOKS BEING ON THE ACCRUAL BASIS OF ACCOUNTING AND THE REPORTING ON SCHEDULE A BEING ON THE CASH PAID BASIS.
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 12(G), 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) PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES. ALL FOREIGN (AND DOMESTIC) GRANT RECIPIENTS ARE REQUIRED TO PROVIDE TO THE FOUNDATION, ON NO LESS THAN AN ANNUAL BASIS, A WRITTEN REPORT DOCUMENTING PROPER CHARITABLE USE OF ALL GRANT FUNDS.
FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 4(B):	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 4(C):	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) PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS AND ARE APPROVED TO RECEIVE CHARITABLE FUNDS BY THE PROPER GERMAN AUTHORITIES.
FORM 990, SCHEDULE A, PART IV, SECTION B, LINE 2:	CERTAIN SUPPORTED ORGANIZATIONS ARE NOT SPECIFICALLY IDENTIFIED IN THE TRUST AGREEMENT. THEY ARE CONSIDERED UNDER THE TRUST'S PROVISIONS OF DESIGNATED "COLLEGES AND UNIVERSITIES" AS A QUALIFIED CLASS OF ORGANIZATIONS AND FOREIGN ORGANIZATIONS AS A QUALIFIED CLASS OF ORGANIZATIONS SEEKING THE SAME MISSION AS THE FOUNDATION, TO PROMOTE INTERNATOINAL PEACE AND UNDERSTANDING, KNOWLEDGE, AND FRIENDSHIP BETWEEN THE PEOPLE OF GERMANY AND THE UNITED STATES. NOTE THE CLASS OF ORGANIZATIONS WE SUPPORT MAY BE BROADER THAN COLLEGES, UNIVERSITIES, AND FOREIGN ORGANIZATIONS; THESE ORGANIZATIONS SERVE THE SAME PURPOSES AS STATED IN THE ORIGINAL TRUST AGREEMENT.

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

THE HALLE FOUNDATION

Employer identification number

58-6201529

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	7,100,000		7,100,000
b	Buildings ....	2,844,212	293,583	2,550,629
c	Leasehold improvements
d	Equipment ....
e	Other .....	216,531	125,545	90,986
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				9,741,615

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DEPOSIT(S)	1,000








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,000
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	9,734,668
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	8,154,807
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	8,154,807
3	Subtract line 2e from line 1..................			3	1,579,861
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	-29,707
c	Add lines 4a and 4b....................			4c	-29,707
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,550,154

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,655,748
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	29,707
e	Add lines 2a through 2d....................			2e	29,707
3	Subtract line 2e from line 1...................			3	3,626,041
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,626,041

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS CLASSIFIED AS A TYPE I SUPPORTING FOUNDATION AS DEFINED UNDER THE CODE.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT INTEREST -29,707.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	INVESTMENT INTEREST 29,707.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
THE HALLE FOUNDATION

Employer identification number

58-6201529

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	0	GRANT MAKING TO CHARITABLE AND EDUCATIONAL EQUIVALENT ORGANIZATIONS	GRANT MAKING TO CHARITABLE AND EDUCATIONAL EQUIVALENT ORGANIZATIONS	217,875
















3a	Sub-total ....	0	0			217,875
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	0			217,875

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	TO SUPPORT EDUCATIONAL TRAVEL TO GERMANY BY STUDENTS AT CHAMBLEE CHARTER SCHOOL.	25,770	ELECTRONIC FUNDS TRANSFER	0	N/A	N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	TO SUPPORT THE TRANSATLANTIC STUDENT EXCHANGE AND JOB SHADOWING PROGRAM	9,000	ELECTRONIC FUNDS TRANSFER	0	N/A	N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	TO SUPPORT THE HALLE EXCHANGE PROGRAM WITH ATLANTA TECHNICAL COLLEGE	41,705	ELECTRONIC FUNDS TRANSFER	0	N/A	N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	TO FUND THE ATLANTA-HAMBURG-OVERSEAS-EXCHANGE-PROGRAM.	10,000	ELECTRONIC FUNDS TRANSFER	0	N/A	N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	TO SUPPORT TRAVEL COSTS FOR 65 CHOIR MEMBERS TO MAKE A VISIT TO THE UNITED STATES IN THE SUMMER OF 2023.	100,000	ELECTRONIC FUNDS TRANSFER	0	N/A	N/A
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	TO SUPPORT COSTS OF TRAVEL BY BAND TO SAVANNAH IN FALL 2023 FOR PERFORMANCES AND CULTURAL EVENTS	31,400	ELECTRONIC FUNDS TRANSFER	0	N/A	N/A

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	0
3	Enter total number of other organizations or entities .......................	6

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
PART I, LINE 2:	GRANTS ARE MADE ONLY TO ORGANIZATIONS EITHER SPECIFICALLY STATED AS BEING FOREIGN EQUIVALENT PUBLICLY SUPPORTED CHARITABLE AND EDUCATIONAL ORGANIZATIONS SEEKING THE SAME GOALS AS THE FOUNDATION. THE BOARD NOTES THE DISCUSSIONS AND APPROVALS OF ALL GRANTS IN ITS MEETING "MINUTES". THE FOUNDATION REQUIRES A GRANT AGREEMENT AND ANNUAL REPORTING, AT A MINIMUM, REGARDING THE USE OF THE GRANT PROCEEDS.

Schedule F (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
THE HALLE FOUNDATION

Employer identification number
58-6201529

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AMERICAN ASSOC OF TEACHERS OF GERMAN INC 112 HADDONTOWNE CT STE 104 CHERRY HILL,NJ08034	23-1944578	501(C)(3)	59,525	TO EXPAND THE FOUNDATION'S PRESENCE AT THE STATE GERMAN HIGH SCHOOL CONVENTION AND PROVIDE INCENTIVES AND REWARDS FOR STUDENT AND TEACHER AWARD RECIPIENTS. TO SUPPORT EDUCATIONAL TRAVEL TO GERMANY AND SUPPORT BACH VIDEO SERIES.
(2) AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK,NY10022	13-1889074	501(C)(3)	39,855	ANNUAL GRANT
(3) AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES 1755 MASSECHUSETTS AVE NW WASHINGTON,DC20036	52-1309525	501(C)(3)	58,000	TO SUPPORT THE CREATION OF AN INTERNSHIP PROGRAM AT AICGS FOR GEORGIA STUDENTS.
(4) CULTURAL VISTAS INC 440 PARK AVE SOUTH 2ND FLOOR NEW YORK,NY10016	13-6199596	501(C)(3)	181,446	TO PROVIDE CONTINUED SUPPORT FOR THE ORGANIZATION'S ANNUAL STEM LAUNCH PROGRAM (TWO YEARS).
(5) DALTON PUBLIC SCHOOLS 300 WEST WAUGH STREET DALTON,GA30722	000000000	GEORGIA PUBLIC SCHOO	44,168	TO SUPPORT THE DALTON HIGH SCHOOL/MARTINO GERMAN-AMERICAN PARTNERSHIP PROGRAM, THE GERMAN TEACHER RELOCATION INCENTIVE PROGRAM, AND EDUCATIONAL EXCHANGE OPPORTUNITIES FOR ADMINISTRATORS AND STAFF AT THE SCHOOL.
(6) FRIENDS OF THE ATLANTIK-BRUCKE EV FOUNDATION INC C/O ALSTON BIRD 90 PARK AVE 15TH FLOOR NEW YORK,NY10016	20-2174611	501(C)(3)	7,500	ANNUAL GRANT
(7) GEORGIA STATE UNIVERSITY ONE PARK PLACE SUITE 533 ATLANTA,GA30303	58-6002050	501(C)(3)PUBLIC UNIV	40,000	TO SUPPORT THE UNIVERSITY'S SUMMER ENGINEERING IN GERMANY PROGRAM AND CHORALE'S PARTICIPATION IN AN INTERNATIONAL COMPETITION IN GERMANY.
(8) GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES 1170 HOWELL MILL ROAD ATLANTA,GA30318	58-2203456	501(C)(6)	13,200	TO SUPPORT THE GOLD SPONSORSHIP AND ANNUAL GRANT.
(9) GERMAN CULTURAL CENTER GOETHE-ZENTRUM 1197 PEACHTREE STREET NE ATLANTA,GA30361	58-2198618	501(C)(3)	15,000	ANNUAL GRANT
(10) GERMAN SCHOOL OF ATLANTA INC PO BOX 2548 STOCKBRIDGE,GA30281	58-1542599	501(C)(3)	15,000	ANNUAL GRANT
(11) HARVARD KENNEDY SCHOOL - GERMAN AMERICAN CONFERENCE 79 JOHN F KENNEDY ST CAMBRIDGE,MA02138	04-2103580	501(C)(3)	28,000	TO SUPPORT STUDENT RUN GERMAN AMERICAN CONFERENCE AT HARVARD UNIVERSITY.
(12) KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9101 KENNESAW,GA30144	58-0965786	501(C)(3)PUBLIC UNIV	49,686	TO SUPPORT PROPOSED GERMAN4ALL PROGRAM, PARTICIPATION BY GERMAN-ENGINEERING DUAL DEGREE STUDENTS IN THE UNIVERSITY'S KARLSRUHE PROGRAM, AND STUDENT RECRUITMENT ACTIVITIES BY THE GERMAN DEPARTMENT.
(13) UNIVERSITY OF GEORGIA FOUNDATION 394 SOUTH MILLEDGE AVE STE 100 ATHENS,GA30602	58-6033837	501(C)(3)PUBLIC UNIV	24,750	TO SUPPORT A TOTAL OF SIX STUDENTS IN INTERNSHIPS AT THE STATE OF GEORGIA EUROPE OFFICE IN MUNICH.
(14) UNIVERSITY OF WEST GEORGIA FOUNDATION 1903 MAPLE STREET CARROLLTON,GA30118	58-6056464	501(C)(3)PUBLIC UNIV	25,000	TO SUPPORT STUDENT PARTICIPATION IN THE UNIVERSITY'S EXCHANGE PROGRAM IN VIENNA, AUSTRIA.
(15) WORLD AFFAIRS COUNCIL ATLANTA 2200 ALASKAN WAY STE 450 SEATTLE,WA98121	91-0586924	501(C)(3)	42,779	TO SPONSOR FOUR EDUCATIONAL EVENTS FOCUSED ON GERMANY AND GERMAN-US RELATIONS, SUPPORT A GLOBAL LEADERSHIP TRAINING PROGRAM OF PROFESSIONALS IN GERMANY, AND FUND 3 HIGH-LEVEL EDUCATIONAL PROGRAMS FOCUSING ON GERMAN POLITICS.
(16) ATLANTA CHAMBER PLAYERS INC PO BOX 20013 ATLANTA,GA30325	58-1280281	501(C)(3)	11,500	TO SUPPORT THE ORGANIZATIONS PURPOSE TO PROMOTE CHAMBER MUSIC CONCERTS, COMMISSION NEW WORKS, AND ORGANIZE NATIONAL CHAMBER MUSIC COMPOSITION CONTESTS.
(17) THE ATLANTA OPERA INC 1575 NORTHSIDE DR NW STE 350 ATLANTA,GA30318	58-1371843	501(C)(3)	125,000	TO SUPPORT THE FIRST TWO OPERAS OF WAGNER'S RING CYCLE, AS WELL AS PROVIDE AMPLE SUPPLEMENTARY CULTURAL AND EDUCATIONAL PROGRAMMING.
(18) ATLANTA INTERNATIONAL SCHOOL 2890 NORTH FULTON DRIVE ATLANTA,GA30305	58-1581116	501(C)(3)	20,720	TO SUPPORT THE GERMAN IMMERSION PROGRAM (FUNDS FOR TEACHING MATERIALS) AND GUEST SPEAKER.
(19) CENTENNIAL HIGH SCHOOL 9310 SCOTT ROAD ROSWELL,GA30076	000000000	GEORGIA PUBLIC SCHOO	20,000	TO SUPPORT A TWO-WEEK BILATERAL EXCHANGE PROGRAM INCLUDING FUNDING FOR 12-15 STUDENTS AT CENTENNIAL HIGH SCHOOL FOR STUDY AT BORBECK GYMNASIUM IN ESSEN, GERMANY.
(20) CHATTAHOOCHEE TECHNICAL COLLEGE 980 SOUTH COBB DRIVE MARIETTA,GA30066	58-1788754	501(C)(3)PUBLIC UNIV	8,180	TO SUPPORT THE INITIAL YEAR OF STUDENT AND FACULTY EXCHANGE WITH BERUFSKOLLEG HALLE IN GERMANY.
(21) CITY SCHOOLS OF DECATUR 125 ELECTRIC AVENUE DECATUR,GA30030	000000000	GEORGIA PUBLIC SCHOO	26,000	TO SUPPORT A BILATERAL TEACHER EXCHANGE FOCUSED ON PEDAGOGICAL APPROACHES TO TEACHING ENGLISH AS A SECOND LANGUAGE AND THE DECATUR/STRAUBING GAPP EXCHANGE NEEDS-BASED SCHOLARSHIP PROGRAM.
(22) GEORGIA BOY CHOIR INC PO BOX 888874 ATLANTA,GA30356	27-0700819	501(C)(3)	134,400	TO FUND 2023 SUMMER CONCERT TOUR IN GERMANY.
(23) GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC 58 EDGEWOOD AVE 3RD FLOOR ATLANTA,GA30303	58-1845423	501(C)(3)	11,292	TO FUND THE VISIT OF GERMAN LAW ENFORCEMENT CHIEFS TO ATLANTA TO PARTICIPATE IN LEADERSHIP TRAINING IN CONJUNCTION WITH METRO ATLANTA POLICE DEPARTMENTS.
(24) GEORGIA SOUTHERN UNIVERSITY PO BOX 8020 STATESBORO,GA30460	58-6002059	501(C)(3)PUBLIC UNIV	125,867	TO SUPPORT THE EXPANSION OF THE ERLANGEN/FAU-GSU EXCHANGE PROGRAM, GSU TRUMPET ENSEMBLE PERFORMANCE TOUR, AND STUDY ABROAD PROGRAM.
(25) INTERNATIONAL FARM YOUTH EXCHANGE 4 GARDEN CENTER BROOMFIELD,CO80020	25-6085638	501(C)(3)	15,000	TO SUPPORT SIX RURAL GEORGIANS IN A THREE-MONTH HOMESTAY EXCHANGE IN RURAL GERMANY.
(26) SEMINOLE COUNTY MIDDLE HIGH SCHOOL 5579 GA-39 DONALSONVILLE,GA39845	000000000	GEORGIA PUBLIC SCHOO	8,000	TO SUPPORT A DELEGATION TO FINALIZE A VIRTUAL EXCHANGE PROGRAM WITH FACHOBERSCHULE SCHONBRUNN IN LANDSHUT, BAVARIA.
(27) STEFFEN THOMAS MUSEUM & ARCHIVES INC 4200 BETHANY RD BUCKHEAD,GA30625	58-2421911	501(C)(3)	25,000	TO SUPPORT TWO YEARS OF PUBLIC SCREENINGS OF A DOCUMENTARY ABOUT GERMAN ARTIST STEFFEN THOMAS AT LOCATIONS AROUND THE STATE OF GEORGIA IN 2024 AND 2025.
(28) UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROAD ATHENS,GA30602	58-6001998	501(C)(3)PUBLIC UNIV	10,000	TO SUPPORT FUNDING FOR STUDY ABROAD PROGRAMS IN GERMANY.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

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.

Schedule I (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE HALLE FOUNDATION

Employer identification number

58-6201529

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1W MARSHALL SANDERS EXECUTIVE DIRECTOR	(i) (ii)	294,830 ------------- 0	181 ------------- 0	0 ------------- 0	29,640 ------------- 0	0 ------------- 0	324,651 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE HALLE FOUNDATION

Employer identification number

58-6201529

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DR EIKE JORDAN	OWNER, JORDAN INTER CONSULT	180,000	CONSULTING CONTRACT FOR SERVICES RENDERED TO THE ORGANIZATION		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE HALLE FOUNDATION

Employer identification number

58-6201529

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 7A	THE ORGANIZATION HAS THREE DIFFERENT ORGANIZATIONS ("OTHER PERSONS") WITH THE ABILITY TO APPOINT TRUSTEES.
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 11B	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 EXECUTIVE DIRECTOR FOR DISTRIBUTION TO THE BOARD OF TRUSTEES.
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. 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 THE EXECUTIVE DIRECTOR INCLUDES CONSULTATION OF SALARY AND BENEFIT COMPARABILITY DATA FOR COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS AS REPORTED ON PUBLICLY AVAILABLE FORM 990. THE CHAIRMAN EXCLUDES HIMSELF FROM THE RELEVANT COMPENSATION DECISIONS RELATED TO HIM.
FORM 990, PART VI, SECTION C, LINE 18	ANNUAL TAX RETURNS AND RELATED SUPPORTING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION VIA GUIDESTAR AND/OR UPON REQUEST.
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 XII, LINE 2C:	THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE HALLE FOUNDATION

Employer identification number

58-6201529

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)1014 INC - CULTURAL SPACE 880 THIRD AVE 12 FL NEW YORK,NY10022 82-2491142	SUPPORTED ORGANIZATION	NY	501(C)(3)	LINE 7			No
(2)AMERICAN COUNCIL ON GERMANY INC 14 EAST 60TH STREET NEW YORK,NY10022 13-1889074	SUPPORTED ORGANIZATION	NY	501(C)(3)	LINE 7			No
(3)AMERICAN INSTITUTE FOR CONTEMPORARY GERMAN STUDIES 1755 MASSECHUSETTS AVE NW WASHINGTON,DC20036 52-1309525	SUPPORTED ORGANIZATION	DC	501(C)(3)	LINE 7			No
(4)ATLANTA CHAMBER PLAYERS INC PO BOX 20013 ATLANTA,GA30325 58-1280281	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 10			No
(5)THE ATLANTA OPERA INC 1575 NORTHSIDE DR NW STE 350 ATLANTA,GA30318 58-1371843	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 7			No
(6)ATLANTA INTERNATIONAL SCHOOL 2890 NORTH FULTON DRIVE ATLANTA,GA30305 58-1581116	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(7)AMERICAN ASSOC OF TEACHERS OF GERMAN INC 112 HADDONTOWNE CT STE 104 CHERRY HILL,NJ08034 23-1944578	SUPPORTED ORGANIZATION	NJ	501(C)(3)	LINE 7			No
(8)CARL DUISBERG CENTREN HANSARING 49-51 KOLN 50670 GM 000000000	SUPPORTED ORGANIZATION	GM	501(C)(3) EQUIVALENT	GERMAN LANGUAGE SCHO			No
(9)CULTURAL VISTAS INC 440 PARK AVE SOUTH 2ND FLOOR NEW YORK,NY10016 13-6199596	SUPPORTED ORGANIZATION	NY	501(C)(3)	LINE 10			No
(10)CENTENNIAL HIGH SCHOOL 9310 SCOTT ROAD ROSWELL,GA30076 000000000	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(11)CHATTAHOOCHEE TECHNICAL COLLEGE 980 SOUTH COBB DRIVE MARIETTA,GA30066 58-1788754	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(12)CITY SCHOOLS OF DECATUR 125 ELECTRIC AVENUE DECATUR,GA30030 000000000	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(13)DALTON PUBLIC SCHOOLS 300 WEST WAUGH STREET DALTON,GA30722 000000000	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(14)EMORY UNIVERSITY - HALLE INSTITUTE 1599 CLIFTON RD 3RD FLOOR ATLANTA,GA30322 58-0566256	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(15)FRIENDS OF THE ATLANTIK-BRUCKE EV FOUNDATION INC C/O ALSTON BIRD 90 PARK AVE 15TH FL NEW YORK,NY10016 20-2174611	SUPPORTED ORGANIZATION	NY	501(C)(3)	LINE 7			No
(16)FELIX-FECHENBACH-BERUFSKOLLEG SAGANER STR 4 DETMOLD 32756 GM 000000000	SUPPORTED ORGANIZATION	GM	501(C)(3) EQUIVALENT	GERMAN VOCATIONAL SC			No
(17)GEORGIA BOY CHOIR PO BOX 888874 ATLANTA,GA30356 27-0700819	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 10			No
(18)GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC 58 EDGEWOOD AVE 3RD FLOOR ATLANTA,GA30303 58-1845423	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 5			No
(19)GEORGIA SOUTHERN UNIVERSITY PO BOX 8020 STATESBORO,GA30460 58-6002059	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(20)GEORGIA STATE UNIVERSITY ONE PARK PLACE SUITE 533 ATLANTA,GA30303 58-6002050	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(21)GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES 1170 HOWELL MILL ROAD ATLANTA,GA30318 58-2203456	SUPPORTED ORGANIZATION	GA	501(C)(6)				No
(22)HARVARD KENNEDY SCHOOL - GERMAN AMERICAN CONFERENCE 79 JOHN F KENNEDY ST CAMBRIDGE,MA02138 04-2103580	SUPPORTED ORGANIZATION	MA	501(C)(3)	LINE 2			No
(23)GERMAN CULTURAL CENTER GOETHE-ZENTRUM 1197 PEACHTREE STREET NE ATLANTA,GA30361 58-2198618	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 10			No
(24)GERMAN SCHOOL OF ATLANTA INC PO BOX 2548 STOCKBRIDGE,GA30281 58-1542599	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(25)HAMBIDGE CENTER FOR CREATIVE ARTS AND SCIENCES INC PO BOX 339 RABUN GAP,GA30568 58-6001278	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 10			No
(26)HEILWIG GYMNASIUM WILHELM-METZGER-STRASSE 4 HAMBURG GM 000000000	SUPPORTED ORGANIZATION	GM	501(C)(3) EQUIVALENT	SECONDARY SCHOOL			No
(27)INTERNATIONAL FARM YOUTH EXCHANGE 4 GARDEN CENTER BROOMFIELD,CO80020 25-6085638	SUPPORTED ORGANIZATION	CO	501(C)(3)	LINE 7			No
(28)KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD NO 9110 KENNESAW,GA30144 58-0965786	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(29)PADERBORN UNIVERSITY WARBURGER STR 100 PADERBORN 33098 GM 000000000	SUPPORTED ORGANIZATION	GM	501(C)(3) EQUIVALENT	PUBLIC UNIVERSITY			No
(30)SEMINOLE COUNTY MIDDLE HIGH SCHOOL 5579 GA-39 DONALSONVILLE,GA39845 000000000	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(31)STEFFEN THOMAS MUSEUM & ARCHIVES INC 4200 BETHANY RD BUCKHEAD,GA30625 58-2421911	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 7			No
(32)THEODOR-HEUSS GYMNASIUM HAUPTSTER 148 ESSEN 45219 GM 000000000	SUPPORTED ORGANIZATION	GM	501(C)(3) EQUIVALENT	PUBLIC HIGH SCHOOL			No
(33)TRUST FOR THE NATIONAL MALL 1730 PENNSYLVANIA AVENUE NW 240 WASHINGTON,DC20006 30-0080738	SUPPORTED ORGANIZATION	DC	501(C)(3)	LINE 7			No
(34)TRANSATLANTIC OUTREACH PROGRAM GOETHE INSTITUTE 1377 R STREET NW WASHINGTON,DC20009 52-1890558	SUPPORTED ORGANIZATION	DC	501(C)(3)	LINE 10			No
(35)UNIVERSITY OF GEORGIA FOUNDATION 394 SOUTH MILLEDGE AVE STE 100 ATHENS,GA30602 58-6033837	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 5			No
(36)UNIVERSITY OF GEORGIA 310 EAST CAMPUS ROAD ATHENS,GA30602 58-6001998	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 2			No
(37)UNIVERSITY OF WEST GEORGIA FOUNDATION 1903 MAPLE STREET CARROLLTON,GA30118 58-6056464	SUPPORTED ORGANIZATION	GA	501(C)(3)	LINE 5			No
(38)WORLD AFFAIRS COUNCIL ATLANTA 2200 ALASKAN WAY STE 450 SEATTLE,WA98121 91-0586924	SUPPORTED ORGANIZATION	WA	501(C)(3)	LINE 10			No
(39)UNI-BIGBAND HALLE 06108 HALLE HALLE GM 000000000	SUPPORTED ORGANIZATION	GM	501(C)(3) EQUIVALENT	BAND AT PUBLIC UNIVE			No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) VARIOUS GRANT PAYMENTS SCHEDULE A PART I	B	1,419,892	CASH PAYMENTS

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation
PART V, LINE 2, COLUMN (C):	THE TOTAL HERE DIFFERS FROM THE TOTAL REPORTED ON THE FORM 990, PART IX, LINES 1-3 DUE TO THE FOUNDATION'S BOOKS BEING ON THE ACCRUAL BASIS OF ACCOUNTING AND THE REPORTING ON SCHEDULE A BEING ON THE CASH PAID BASIS.

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROMOTES AND STRENGTHENS US-GERMANY RELATIONSHIP THROUGH GRANTS FOR EDUCATIONAL PURPOSES AND OTHER CHARITABLE PROGRAMS AND ACTIVITIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	4
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	3
6	Total number of volunteers (estimate if necessary) .............	6	3
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	1,507

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-25,320	1,550,154
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	-25,320	1,550,154
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,749,783	2,167,639
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	398,796	474,293
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	935,340	984,109
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,083,919	3,626,041
19	Revenue less expenses. Subtract line 18 from line 12.......	-3,109,239	-2,075,887
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	85,978,768	92,871,317
21	Total liabilities (Part X, line 26).............	2,770,785	3,584,414
22	Net assets or fund balances. Subtract line 21 from line 20.....	83,207,983	89,286,903

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 3,216,114 including grants of $ 2,167,639 ) (Revenue $ 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 ROBERT W. WOODRUFF ARTS CENTER, ATLANTIK BRUCKE, THE AMERICAN COUNCIL ON GERMANY, AND OTHER NOT-FOR-PROFIT INSTITUTIONS WHICH THE TRUSTEES MAY SELECT FROM TIME TO TIME THAT SEEK THE SAME GOALS AS THE FOUNDATION.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses3,216,114

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) DR EIKE JORDAN...................................................................... CHAIRMAN AND TRUSTEE	24.00 .................	X	X	0	0	0
(2) MR JOSEPH R BANKOFF...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(3) DR ROSEMARY M MAGEE...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(4) CHRISTOPH EHLAND...................................................................... TRUSTEE	1.00 .................	X		0	0	0
(5) W MARSHALL SANDERS...................................................................... EXECUTIVE DIRECTOR	40.00 .................		X	295,011	0	29,640

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	295,011	0	29,640

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,580,811			1,580,811
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	15,441,199
b	Less: cost or other basis and sales expenses	7b	15,471,856
c	Gain or (loss)	7c	-30,657
d	Net gain or (loss).........			-30,657			-30,657
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			1,550,154	0	0	1,550,154

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,748,179	1,748,179
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	419,460	419,460
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	295,011	241,909	53,102
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	114,136	93,591	20,545
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	42,486	34,839	7,647
9	Other employee benefits .......
10	Payroll taxes ...........	22,660	18,581	4,079
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	37,973	37,973
c	Accounting ...........	51,755		51,755
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	181,005		181,005
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	182,750	180,000	2,750
12	Advertising and promotion ....
13	Office expenses .......	70,320	67,189	3,131
14	Information technology ......	12,681		12,681
15	Royalties ..
16	Occupancy ...........	225,015	224,051	964
17	Travel ............	38,708		38,708
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,531		2,531
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	101,633	96,551	5,082
23	Insurance ...	40,179	37,155	3,024
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	OTHER OPERATING EXPENSE	17,870	15,166	2,704
b	NEWSLETTER & COMMUNICAT	14,545		14,545
c	MISCELLANEOUS	3,464	1,470	1,994
d	BANK CHARGES	2,666		2,666
e	All other expenses	1,014		1,014
25	Total functional expenses. Add lines 1 through 24e	3,626,041	3,216,114	409,927	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			4,898,999	2	1,052,862
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			18,959	9	19,510
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	10,160,743
b	Less: accumulated depreciation	10b	419,128	9,843,249	10c	9,741,615
11	Investments—publicly traded securities .			70,660,159	11	81,582,289
12	Investments—other securities. See Part IV, line 11 .....			557,402	12	475,041
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			85,978,768	16	92,871,317

17	Accounts payable and accrued expenses .....	9,166	17	9,864
18	Grants payable ...	2,760,619	18	3,573,550
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	1,000	25	1,000
26	Total liabilities. Add lines 17 through 25..	2,770,785	26	3,584,414

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	73,419,037	27	79,596,812
28	Net assets with donor restrictions ...........	9,788,946	28	9,690,091
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	83,207,983	32	89,286,903
33	Total liabilities and net assets/fund balances ........	85,978,768	33	92,871,317

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No