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Nonprofiteer
← HALLE FOUNDATION

Form 990 for tax year 2024

Filed by HALLE FOUNDATION.

Totals

Total revenue
$5,705,894
Total expenses
$3,604,819
Contributions and grants received
$0
Grants paid
$2,133,406
Program service revenue
$0
Investment income
$5,705,894
Other revenue
$0
Total assets, end of year
$97,919,404
Total liabilities, end of year
$3,541,548
Net assets or fund balances, end of year
$94,377,856
Program services expenses (Part IX)
$3,178,696
Management and general expenses
$426,123
Fundraising expenses
$0
Program service expenses (Part III)
$3,178,696

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,774,607 · excluded $1,774,607

  • 7a · Gross sales of assets other than inventory

    securities $32,559,523

  • 7b · Less cost or other basis and sales expenses

    securities $28,628,236

  • 7c · Gain or loss

    securities $3,931,287

  • 7d · Net gain or loss

    total $3,931,287 · excluded $3,931,287

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,906,543 · program services $1,906,543

  • 3 · Grants to foreign organizations and individuals

    total $226,863 · program services $226,863

  • 5 · Compensation of officers, directors and key employees

    total $308,269 · program services $252,780 · management and general $55,489

  • 7 · Other salaries and wages

    total $99,912 · program services $81,928 · management and general $17,984

  • 8 · Pension plan contributions

    total $35,730 · program services $29,299 · management and general $6,431

  • 10 · Payroll taxes

    total $21,392 · program services $17,541 · management and general $3,851

  • 11b · Fees: legal

    total $51,938 · program services $46,262 · management and general $5,676

  • 11c · Fees: accounting

    total $58,500 · management and general $58,500

  • 11f · Fees: investment management

    total $163,731 · management and general $163,731

  • 11g · Fees: other

    total $190,179 · program services $180,000 · management and general $10,179

  • 13 · Office expenses

    total $104,654 · program services $93,941 · management and general $10,713

  • 14 · Information technology

    total $14,356 · management and general $14,356

  • 16 · Occupancy

    total $184,226 · program services $183,217 · management and general $1,009

  • 17 · Travel

    total $30,678 · management and general $30,678

  • 19 · Conferences, conventions and meetings

    total $3,024 · management and general $3,024

  • 22 · Depreciation, depletion and amortization

    total $101,633 · program services $96,551 · management and general $5,082

  • 23 · Insurance

    total $41,916 · program services $39,087 · management and general $2,829

  • 24a · Other expenses: OTHER OPERATING EXPENSE

    total $26,511 · program services $21,008 · management and general $5,503

  • 24b · Other expenses: NEWSLETTER & COMMUNICAT

    total $23,980 · management and general $23,980

  • 24c · Other expenses: MISCELLANEOUS

    total $6,415 · program services $3,676 · management and general $2,739

  • 24d · Other expenses: BANK CHARGES

    total $3,041 · management and general $3,041

  • 24e · All other expenses

    total $1,328 · management and general $1,328

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,052,862 · end of year $4,947,245

  • 9 · Prepaid expenses and deferred charges

    beginning of year $19,510 · end of year $21,359

  • 10a · Land, buildings and equipment: cost or other basis

    $10,160,743

  • 10b · Land, buildings and equipment: accumulated depreciation

    $520,762

  • 10c · Land, buildings and equipment, net

    beginning of year $9,741,615 · end of year $9,639,981

  • 11 · Investments: publicly traded securities

    beginning of year $81,582,289 · end of year $82,860,217

  • 12 · Investments: other securities

    beginning of year $475,041 · end of year $450,602

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,864 · end of year $19,388

  • 18 · Grants payable

    beginning of year $3,573,550 · end of year $3,521,160

  • 25 · Other liabilities

    beginning of year $1,000 · end of year $1,000

  • 27 · Net assets without donor restrictions

    beginning of year $79,596,812 · end of year $84,786,620

  • 28 · Net assets with donor restrictions

    beginning of year $9,690,091 · end of year $9,591,236

Mission and programs · 2024

Mission

THE HALLE FOUNDATION SEEKS TO PROMOTE INTERNATIONAL PEACE AND UNDERSTANDING, KNOWLEDGE, AND FRIENDSHIP BETWEEN THE PEOPLE OF GERMANY, AS SEEN IN ITS EUROPEAN CONTEXT, AND THOSE OF THE UNITED STATES. THE FOUNDATION SUPPORTS INITIATIVES IN THE FIELDS OF CULTURE, SCIENCE, TECHNOLOGY, COMMERCE, LANGUAGE, SCHOLARSHIP, AND INTERNATIONAL RELATIONS THAT TAKE PLACE UNDER THE AUSPICES OF EMORY UNIVERSITY AND OTHER UNIVERSITIES AND COLLEGES, THE SOUTHERN CENTER FOR INTERNATIONAL STUDIES, THE ROBERT W. WOODRUFF ARTS CENTER, ATLANTIK BRUCKE, THE AMERICAN COUNCIL ON GERMANY, AND OTHER NOT-FOR-PROFIT INSTITUTIONS WHICH THE TRUSTEES MAY SELECT FROM TIME TO TIME THAT SEEK THE SAME GOALS AS THE FOUNDATION.

Activities or mission (Part I)

PROMOTES AND STRENGTHENS US-GERMANY RELATIONSHIP THROUGH GRANTS FOR EDUCATIONAL PURPOSES AND OTHER CHARITABLE PROGRAMS AND ACTIVITIES.

  • 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.

    Expenses $3,178,696 · Grants $2,133,406

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Eike Jordan

    CHAIRMAN AND TRUSTEE

    Total calculated
    $0
    Hours/week
    24

  • Mr Joseph R Bankoff

    TRUSTEE - PASSED AWAY DURING 2024

    Total calculated
    $0
    Hours/week
    1

  • Dr Rosemary M Magee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christoph Ehland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Juergen Gentzke

    TRUSTEE - ADDED 6/2024

    Total calculated
    $0
    Hours/week
    1

  • W Marshall Sanders

    EXECUTIVE DIRECTOR

    Total calculated
    $339,109
    From this org
    $308,269
    From related orgs
    $0
    Other
    $30,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,269
    Bonus
    $0
    Other
    $0
    Deferred
    $30,840
    Nontaxable benefits
    $0
    Filer's total
    $339,109

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • ROBERT W WOODRUFF ARTS CENTER INC

    $275,000

    TO SUPPORT FUNDING FOR A THREE-WEEK FESTIVAL OF CONCERTS AND LECTURES EXPLORING GERMAN ROMANTIC COMPOSERS IN APRIL 2024. ALSO, TO SUPPORT THE ATLANTA SYMPHONY ORCHESTRAS "BEETHOVEN PROJECT" IN 2025.

  • UNIVERSITY OF GEORGIA

    $177,404

    TO SUPPORT FUNDING FOR STUDY ABROAD PROGRAMS IN GERMANY.

  • KENNESAW STATE UNIVERSITY

    $169,400

    TO PROVIDE SUPPORT FOR THE EXPANSION AND CONTINUATION OF SUPPORT FOR KENNESAW STATE UNIVERSITY'S "GERMAN 4 ALL" PROGRAM.

  • GEORGIA TECH FOUNDATION INC

    $154,594

    TO PROVIDE SUPPORT FOR LBAT SCHOLARSHIP, CLAUS HALLE GATEWAY FELLOWSHIP, AND CLAUS HALLE GRADUATE ASSISTANTSHIP PROGRAMS.

  • THE ATLANTA OPERA INC

    $125,000

    TO SUPPORT THE FIRST TWO OPERAS OF WAGNER'S RING CYCLE, AS WELL AS PROVIDE AMPLE SUPPLEMENTARY CULTURAL AND EDUCATIONAL PROGRAMMING.

  • GERMAN AMERICAN CHAMBER OF COMMERCE OF THE SOUTHERN UNITED STATES

    $115,000

    TO PROVIDE FUNDING FOR ONE-YEAR EXTENSION OF CURRENT SUPPORT FOR PROMOTION OF APPRENTICESHIP PROGRAMS AND THE GERMAN WORKFORCE DEVELOPMENT MODEL

  • AMERICAN ASSOC OF TEACHERS OF GERMAN INC

    $93,780

    TO SUPPORT THE ANNUAL GEORGIA STATE GERMAN CONVENTION FOR HIGH SCHOOL STUDENTS AND TEACHERS, FOSTERING LANGUAGE AND CULTURAL EXCHANGE. ALSO TO PROVIDE SCHOLARSHIPS FOR AN EXEMPLARY HIGH SCHOOL STUDENT TO ATTEND AN INTENSIVE LANGUAGE AND EUROPEAN POLITICS COURSE AT THE UNIVERSITY OF ROSTOCK.

  • GEORGIA SOUTHERN UNIVERSITY

    $93,662

    TO PROVIDE SUPPORT FOR A PERFORMING TOUR OF THE UNIVERSITY'S STRING CAMERATA THROUGH GERMANY. ALSO, TO SUPPORT EXPANSION OF THE ERLANGEN/FAU-GSU EXCHANGE PROGRAM.

  • AMERICAN COUNCIL ON GERMANY INC

    $91,542

    ANNUAL GRANT

  • MOREHOUSE COLLEGE

    $84,200

    TO PROVIDE THREE YEARS OF FUNDING TO ASSIST TEN STUDENTS FROM THE AUCC PER YEAR TO ATTEND A SIX-WEEK STUDY ABROAD PROGRAM AND TO SUPPORT COSTS OF A VISITING PROFESSORSHIP IN GERMAN AT THE COLLEGE

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202523109349302257

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.