2021-12-15T08:58:51-06:00 2020-12-31 233016363 BALDWIN FAMILY OFFICE LLC 1001 CONSHOHOCKEN STATE ROAD STE 1-202 WEST CONSHOHOCKEN PA 19428 990PF 2020-01-01 256885444 THE HALLORAN FOUNDATION HALL 6102601555 1001 CONSHOHOCKEN STATE RD No 1-2 WEST CONSHOHOCKEN PA 19428 HARRY HALLORAN JR TRUSTEE 6102601555 2021-12-13 1 HARRY HALLORAN JR 999009999 Tracey Hawley P01675673 6102601555 2021-12-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 4212894 X 1468533 10334 10334 154185 154185 11847 11847 1644899 176366 207692 20769 186923 143308 0 143308 67146 0 67146 1980 0 1980 8667 0 8667 22917 0 22917 1763 1763 0 21226 1226 0 3500 0 3500 3836 0 3836 68132 49577 18555 550167 73335 456832 250 250 550417 73335 457082 1094482 103031 185615 1533950 1533950 3144560 2776409 2678944 3330175 4310359 4212894 44915 69375 114290 0 X 3215885 4310359 3215885 4310359 3330175 4310359 3215885 1094482 0 4310367 8 4310359 K-1 LEGACY VENTURE VII LLC ST P -890 -890 K-1 LEGACY VENTURE VII LLC LT P 155075 155075 154185 1432 0 1432 0 1432 2600 0 0 0 2600 0 1168 1168 0 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 RD No 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 HARRY HALLORAN JR 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 TRUSTEE 5.00 0 0 0 NEIL HALLORAN 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 TRUSTEE 5.00 0 0 0 BRIAN FERNANDES-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 EXECUTIVE DIRECTOR 40.00 207692 11668 0 DERMOT M MURPHY 1001 CONSHOHOCKEN STATE ROAD SUITE 1-202 WEST CONSHOHOCKEN PA 19428 ADVISOR 40.00 143308 10786 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. 145592 Supporting the "The Business of Building a Better World" book from its conception, through the book's launch event "The Great Leadership Reset Global Forum", planned for Q32021. We advise on the book's development from its conception to its launch event "Forum" The book focuses on more than 25 scholars and leaders who transformed their businesses to have a positive impact on the world. Through real life case studies and dozens of interviews, the book is designed to galvanize and unite a global community to adapt notions of value, markets, and models of cooperation and collective action to create a world where economies thrive, businesses excel, all people thrive, and nature flourishes. It establishes the conceptual cornerstones for a new kind of business practice leading to an equitable, sustainable, and flourishing future. The "Forum" the book's launch event, is being designed to further the book's impact and encourage active participation in the issues presented. 139342 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 may be 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 74854 0 2924644 713826 0 3638470 0 0 3638470 54577 3583893 179195 179195 1432 19797 21229 157966 0 157966 0 157966 457082 0 457082 0 457082 157966 0 0 886611 644417 388508 345401 313391 2578328 457082 0 0 0 157966 299116 0 0 2877444 0 0 0 0 0 0 886611 1990833 644417 388508 345401 313391 299116 HARRY HALLORAN JR X CIVANA FOUNDATION 2021 FILMORE STREET SAN FRANCISCO CA 94115 NA PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 250 0 14 10334 14 11847 18 154185 0 176366 0 176366 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 942500 X 2 HARRY R HALLORAN 100 FOUR FALLS CORP CENTER - STE 20 WEST CONSHOHOCKEN PA 19428 526033 X ACCOUNTING FEES 8667 0 8667 The Halloran Foundation is making an election under Treas. Reg. 53.4942(a)-3(d)(2) to treat qualifying distributions made by the Foundation during the year ended December 31, 2017 as made out of corpus. Harry Halloran, Jr. Trustee CLINICA DEL AZUCAR AT COST 250000 250000 INVERSOR AT COST 377712 377712 LEGACY VENTURES VII, LLC FMV 692313 831092 LOAN - FROGTEK AT COST 50000 50000 LOAN - MALO SARL (CONVERTIBLE) AT COST 125000 125000 NOTE #1 - AR TRUCKING INSTALLMENT SALE AT COST 218942 218942 NOTE #2 - AR TRUCKING INSTALLMENT SALE AT COST 210355 210355 ONERGY (PUNAM ENERGY PRIVATE LTD) AT COST 47700 47700 SOCIAL ENTREPRENEURS FUND FMV 804387 568143 LEGAL FEES 1980 0 1980 ADJUSTMENT TO UNRESTRICTED NET ASSETS - ROUNDING DIFFERENCES 8 PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VII, LLC 28622 28622 0 PASSTHROUGH OF OTHER DEDUCTIONS - SOCIAL ENTREPRENEURS FUND 20955 20955 0 TELEPHONE EXPENSES 72 0 72 OFFICE EXPENSES 437 0 437 PAYROLL PROCESSING 1564 0 1564 BANK CHARGES 40 0 40 PROFESSIONAL DUES AND SUBSCRIPTIONS 5648 0 5648 MARKETING 10794 0 10794 LEGACY VENTURE VII, LLC (K-1 ALLOCATION) 11842 11842 11842 ROYALTIES SALES OF PRODUCT INCOME 51 51 51 SOCIAL ENTREPRENEURS FUND (K-1 ALLOCATION) -46 -46 -46 CONSULTANTS 22917 0 22917 990-T PAYMENTS 18500 0 0 FOREIGN TAXES ALLOCATED FROM LEGACY K-1 1226 1226 0 990-PF PAYMENTS 1500 0 0