2022-11-15T11:25:08-06:00 2021-12-31 233016363 BALDWIN FAMILY OFFICE LLC 100 FOUR FALLS CORPORATE CENTER SUITE 2 WEST CONSHOHOCKEN PA 19428 990PF 2021-01-01 256885444 THE HALLORAN FOUNDATION HALL 6102601555 1001 CONSHOHOCKEN STATE ROAD 1-202 WEST CONSHOHOCKEN PA 19428 HARRY HALLORAN JR TRUSTEE 6102601555 2022-11-11 1 HARRY HALLORAN JR 999009999 ERIC T MECK MANAGING DIRECTOR P01021036 6102601555 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 11717056 X 3866329 1428 1428 1621105 1621105 5436 5436 5494298 1627969 274662 27332 247340 94017 9783 84234 3584 2500 1084 13430 1159 12271 5310 1667 3643 23054 1752 0 5094 1019 4075 69004 52734 16270 488155 97946 368917 0 0 488155 97946 368917 5006143 1530023 1533950 3049305 3049305 0 458775 500001 2776409 3274692 8167750 4310359 6782772 11717056 0 0 X 4310359 6782772 4310359 6782772 4310359 6782772 4310359 5006143 0 9316502 2533730 6782772 LEGACY VENTURE VI (K-1 PASSTHROUGH) P 1067646 1067646 LEGACY VENTURE VII (K-1 PASSTHROUGH) P 553459 553459 1621105 21267 0 21267 0 21267 2168 0 14000 0 16168 X 352 5451 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 0 0 0 0 1 WWW.HALLORANPHILANTHROPIES.ORG THE ORGANIZATION 6109404420 1001 CONSHOHOCKEN STATE ROAD 1-202 WEST CONSHOHOCKEN PA 19428 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN FERNANDES-HALLORAN 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 EXECUTIVE DIRECTOR 40.00 83365 32699 0 NEIL HALLORAN 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 TRUSTEE 5.00 0 0 0 J ANTHONY CARR 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 TRUSTEE 5.00 53297 16217 0 DERMOT M MURPHY 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 ADVISOR 40.00 138000 45101 0 0 NONE 0 DEVELOPING A PROGRAM TO EXPAND IMPACT INVESTING AND EDUCATION. THE HALLORAN FOUNDATION SUPPORTED A PROGRAM TO ADVANCE IMPACT INVESTING. THE PROGRAM IS DESIGNED TO EXPAND THE IMPACT INVESTING, EDUCATIONAL ADVOCACY AND ECONOMIC DEVELOPMENT AND MONITORING. OUR WORK DRIVES SOCIAL CHANGE BY INVESTING IN AND CONNECTING SOCIAL ENTREPRENEURS AND INNOVATORS TO HELP ADDRESS SOME OF THE WORLD'S MOST PRESSING PROBLEMS. 28424 DEVELOPING A LOCALIZED ENTREPRENEURIAL ECOSYSTEM IN BRADFORD, PA. THE HALLORAN FOUNDATION HAS COORDINATED WITH LOCAL, STATEWIDE AND NATIONAL PARTNERS INCLUDING THE UNIVERSITY OF PITTSBURGH, THE BRADFORD AREA ALLIANCE, BEN FRANKLIN TECHNOLOGY PARTNERS AND THE WATSON INSTITUTE TO DEVELOP EDUCATIONAL, PARTICIPATORY AND INVESTMENT OPPORTUNITIES FOR THE RESIDENTS OF MCKEAN COUNTY, PA. THE HALLORAN FOUNDATION HAS SUPPORTED THE DEVELOPMENT OF AN ANNUAL ENTREPRENEURIAL WEEKEND TRAINING AND A CREDIT-BEARING, SEMESTER-LONG ENTREPRENEURIAL PROGRAM FOR UNIVERSITY OF PITTSBURGH STUDENTS. THE HALLORAN FOUNDATION HAS COORDINATED WITH BEN FRANKLIN TECHNOLOGY PARTNERS AND THE BRADFORD AREA ALLIANCE TO LAUNCH THE BRIGHT BRADFORD FUND, HELD AT BEN FRANKLIN TECHNOLOGY PARTNERS THAT SPECIALIZES IN INVESTING IN BRADFORD-BASED TECHNOLOGY-FOCUSED BUSINESSES. 24741 SUPPORTING THE DEVELOPMENT OF A PLATFORM FOR THE PHILADELPHIA AREA IMPACT INVESTING ECOSYSTEM. THE HALLORAN FOUNDATION SUPPORTS THE DEVELOPMENT OF OPTIMPACT, A SAS PLATFORM DEVELOPED TO SUPPORT AND GROW REGIONAL COMMUNITIES INVOLVED IN MAKING SOCIAL CHANGE THROUGH INVESTMENT IN IMPACT OPPORTUNITIES. THE OPPORTUNITIES INCLUDE IMPACT-FUNDS, PROJECTS, BUSINESSES, OR THE ACTIVITIES OF MINORITY ENTREPRENEURS. OPTIMPACT CATALYZES THE FLOW OF CAPITAL TO THESE OPPORTUNITIES TO MAXIMIZE THEIR SOCIAL AND ENVIRONMENTAL IMPACTS. 151663 DEVELOPING IMPACT INVESTING OPPORTUNITIES FOR UNDERREPRESENTED COMMUNITIES IN PHILADELPHIA. THE HALLORAN FOUNDATION HAS SUPPORTED FUND MANAGERS AND ENTREPRENEURS FROM UNDERINVESTED COMMUNITIES BY FACILITATING OPPORTUNITIES FOR THEM TO FIND INVESTMENT AND DEVELOPING RESOURCES TO SUPPORT THEIR EARLY STAGE VENTURES. 93433 0 6680518 1940643 0 8621161 0 0 8621161 129317 8491844 424592 424592 21267 24141 45408 379184 0 379184 0 379184 368917 0 368917 379184 0 0 644417 388508 345401 313391 299116 1990833 368917 0 0 0 368917 0 10267 10267 1980566 0 0 0 0 0 0 634150 1346416 388508 345401 313391 299116 X 0 0 14 1428 14 5436 26 1621105 0 1627969 0 1627969 0 0 0 0 0 0 0 0 0 0 X X 1 HARRY R HALLORAN JR CHARITABLE TRUST 1835 MARKET STREET NO 2410 PHILADELPHIA PA 19103 450000 X 2 HARRY R HALLORAN AND CATHERINE BANO 100 FOUR FALLS CORP CENTER - STE 20 WEST CONSHOHOCKEN PA 19428 260329 X 3 HARRY R HALLORAN AND CATHERINE BANO 100 FOUR FALLS CORP CENTER - STE 20 WEST CONSHOHOCKEN PA 19428 3156000 X 3 PARTNERSHIP INTEREST - LEGACY VENTURES 6 3156000 2021-03-31 ACCOUNTING FEES 13430 1159 12271 3DEGREES 458775 500001 CLINICAS DEL AZUCAR AT COST 250000 250000 INVERSOR AT COST 289826 289826 LEGACY VENTURES VII, LLC AT COST 703070 3794799 LOAN - FROGTEK AT COST 50000 62296 LOAN - MALO SARL (CONVERTIBLE) AT COST 125000 125000 ONERGY (PUNAM ENERGY PRIVATE LTD) AT COST 47700 47700 SOCIAL ENTREPRENEURS FUND AT COST 802629 802629 LEGACY VENTURES VI, LLC AT COST 1006467 2795500 LEGAL FEES 3584 2500 1084 DIFFERENCE BETWEEN MARKET VALUE AND BOOK VALUE OF DONATED LEGACY VENTURES VI 2532730 PRIOR PERIOD ADJUSTMENT (ACCOUNTS PAYABLE) 1000 PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VII, LLC 23005 23005 0 PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VI, LLC 15760 15760 0 PASSTHROUGH OF OTHER DEDUCTIONS - SOCIAL ENTREPRENEURS FUND 9258 9258 0 DUES & SUBSCRIPTIONS 6648 3324 3324 MARKETING/PUBLICATIONS/COMMUNICATIONS 14333 1387 12946 ALLOC. OF INCOME FROM LEGACY VII K-1(PASSIVE INCOME) 3558 3558 3558 ALLOC. OF INCOME FROM LEGACY VENTURE VI K-1(PASSIVE INCOME) 1751 1751 1751 ROYALTIES (BOOK SALES) 127 127 127 CONSULTANTS 3333 1667 1666 PAYROLL PROCESSING 1977 0 1977 990-PF AND 990-T PAYMENTS 21302 0 0 FOREIGN TAXES - LEGACY VENTURES VI (PASSTHROUGH FROM K-1) 474 474 0 FOREIGN TAXES - LEGACY VENTURES VII (PASSTHROUGH FROM K-1) 1278 1278 0