HALLORAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HALLORAN FOUNDATION (EIN 25-6885444)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349102072
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:44:31-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233016363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORPORATE CENTER | AddressLine1Txt |
| Address Line2 | SUITE 2 | AddressLine2Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256885444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALLORAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALL | BusinessNameControlTxt |
| Phone | 6109404420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORP CTR No 215 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY HALLORAN JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6109404420 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC T MECK | PreparerPersonNm |
| PTIN | P01021036 | PTIN |
| Phone | 6102601555 | PhoneNum |
| Preparation | 2016-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,225,867 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,312,630 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $113,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,434 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,441,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,029 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $216,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $280,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $280,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,497 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,450 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,047 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,916 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,916 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,672 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,367 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $337,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $337,313 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $25,203 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $25,203 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,399 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $193,337 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $193,337 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,600 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,600 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,470 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,186,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,107,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,205,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,126,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,522 | CashBOYAmt |
| Cash EOY | $4,710 | CashEOYAmt |
| Cash EOYFMV | $4,710 | CashEOYFMVAmt |
| Other Investments BOY | $5,066,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,221,157 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,221,157 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,534 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,534 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,069,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,225,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,225,867 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $89,915 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $89,915 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $531,875 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $439,375 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $621,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $529,290 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,447,927 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,696,577 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,447,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,696,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,069,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,225,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,447,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,625 | OtherIncreasesAmt |
| Subtotal | $4,696,577 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,696,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KINARA CAPITAL (VISAGE HOLDINGS) | P | 2013-04-17 | 2015-08-14 | $265,444 | $250,000 | $15,444 | $15,444 |
| PASSTHROUGH FROM LEGACY VENTURE VII, LLC | P | -$10 | -$10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,434 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,391,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,833,322 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.287930 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,411,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,231,007 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.333574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,219,589 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,498,381 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.348615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,535,653 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,038,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.380286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,348,552 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,317,702 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.312331 | DistributionYr5Rt |
| Total Distribution | 1.662736 | TotalDistributionRt |
| Average Distribution | 0.332547 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,069,965 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,686,002 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $574 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,686,576 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,126,643 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,823 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,823 | TotalPaymentsAndCreditsAmt |
| Overpayment | $674 | OverpaymentAmt |
| Applied To ES Tax | $674 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.halloranphilanthropies.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109404420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORP CTR No 215 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRY HALLORAN JR | ||||||||
| 100 FOUR FALLS CORP CTR STE 215 | WEST CONSHOHOCKEN | PA | 19428 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| J ANTHONY CARR | ||||||||
| 100 FOUR FALLS CORP CTR STE 215 | WEST CONSHOHOCKEN | PA | 19428 | EXECUTIVE DIRECTOR | 40.00 | $240,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARK BEAM | ||||||||
| 100 FOUR FALLS CORP CENTER STE 215 | WEST CONSHOHOCKEN | PA | 19428 | ADVISOR | 40.00 | $165,000 | $0 | $0 |
| DERMOT M MURPHY | ||||||||
| 100 FOUR FALLS CORP CENTER STE 215 | WEST CONSHOHOCKEN | PA | 19428 | ADVISOR | 40.00 | $115,000 | $24,502 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| AUDREY SELIAN | ||||||||
| 121 RUE DE LAUSANNE APT 41 | GENEVA | SZ | PROGRAM CONSULTANT | $103,041 | ||||
| NEW AWARENESS NETWORK | ||||||||
| PROGRAM CONSULTANT | $71,667 | 390 PLANDOME ROAD STE 200 | MANHASSET | NY | 11030 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Develop staff capability and expertise to respond to the charitable purposes of the Halloran Foundation. The Foundation retained consultants in 2015 to serve as advisors in social capital markets, renewable energy, leadership development and community development in order to respond to the mission of the Foundation. The investment in these specialty areas has enabled the Foundation to support research, convene groups of experts and develop charitable programs designed to improve the social and economic conditions. | Description1Txt |
| Expenses1 | $179,041 | Expenses1Amt |
| Description2 | 2. Implement a clean energy program in the Emerging World.The Foundation supports programs to alleviate poverty by providing clean energy to low-income communities. The program supports renewable energy services to rural communities in India, Haiti and Uganda. One of the goals is to enhance enterprise developments within the communities by providing vocational training along with business development. | Description2Txt |
| Expenses2 | $150,619 | Expenses2Amt |
| Description3 | Support Social Entrepreneurship supporting accelerator organizations and social entrepreneurs who are implementing initiatives that address inequality, poverty alleviation, medical care, education and community wellbeing. The Foundation is committed to promote social entrepreneurship through direct financial support and by serving as a catalyst and consultant to several accelerator organizations involved in the training and development of social entrepreneurs. The Foundation worked with several NGOs involved in Entrepreneurship in India, Mexico, Columbia, Brazil and the US. The Foundation also took an active role in sponsoring conference which are dedicated to promote social entrepreneurs. We believe that entrepreneurship is a powerful driver for positive social change it stimulates the economy, creates meaningful jobs and provides products and serves that positively impact society. | Description3Txt |
| Expenses3 | $349,462 | Expenses3Amt |
| Description4 | The History of Human WellbeingThe Halloran Foundation has also undertaken a major project focused on publishing the history of the human wellbeing, a global perspective. Publication is expected in December of 2016. | Description4Txt |
| Expenses4 | $255,774 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,116,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,147,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,147,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,069,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,149 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,317 | IncomeTaxAmt |
| Total Tax | $13,466 | TotalTaxAmt |
| Distributable Before Adj | $240,032 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,032 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,032 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,126,643 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,126,643 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,126,643 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,032 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,183,282 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,348,266 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,046,626 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,206,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,161,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,946,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,126,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $886,611 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,832,949 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,183,282 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,649,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,348,266 | ExcessFromYear4Amt |
| Excess From Year3 | $1,046,626 | ExcessFromYear3Amt |
| Excess From Year2 | $1,206,663 | ExcessFromYear2Amt |
| Excess From Year1 | $1,161,501 | ExcessFromYear1Amt |
| Excess From Current Year | $886,611 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY HALLORAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DIALOGUE INSTITUTE | ||||||
| 1700 N BROAD STREET | PHILADELPHIA | PA | 191210843 | PC | MUTOMBO PROJECT | $16,000 |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | ||||||
| 230 S BROAD STREET NO 402 | PHILADELPHIA | PA | 19102 | PC | TO SUPPORT GENERAL OPERATIONS | $3,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,575 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,595 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,434 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,029 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HARRY HALLORAN | ||||||
| 1 | 100 FOUR FALLS CORP CENTER STE 215 | WEST CONSHOHOCKEN | PA | 194282960 | $707,000 | Yes (X) |
| AMERICAN REFINING BIOCHEMICAL INC | ||||||
| 2 | 100 FOUR FALLS CORP CENTER - STE 21 | WEST CONSHOHOCKEN | PA | 194282960 | $605,630 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,672 | Amt |
| Net Investment Income | $1,367 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,305 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 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, 2015 as made out of corpus. Harry Halloran, Jr. Trustee | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUNLINK CORPORATION COMMON SHARES | FMV | $100,000 | $100,000 |
| NOTE #1 - AR TRUCKING INSTALLMENT SALE | FMV | $1,201,050 | $1,201,050 |
| NOTE #2 - AR TRUCKING INSTALLMENT SALE | FMV | $1,153,950 | $1,153,950 |
| LOAN - MALO SARL (CONVERTIBLE) | FMV | $125,000 | $125,000 |
| SOCIAL ENTREPRENEURS FUND | AT COST | $782,807 | $782,807 |
| CLINICA DEL AZUCAR | FMV | $250,000 | $250,000 |
| VISTAGE HOLDINGS AND PRIVATE FINANCE | FMV | $0 | $0 |
| ONERGY (PUNAM ENERGY PRIVATE LTD) | FMV | $47,700 | $47,700 |
| SUNGEVITY SERIES B-1 PREFERRED | FMV | $850,000 | $850,000 |
| MAINSTREAM BRAZIL IMPACT FUND | AT COST | $20,045 | $20,045 |
| LEGACY VENTURES VII, LLC | AT COST | $320,000 | $320,000 |
| INVERSOR | AT COST | $313,397 | $313,397 |
| catapulta loan | AT COST | $57,208 | $57,208 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,916 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,916 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $205 | $205 | $0 |
| PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VII, LLC | $19,265 | $19,265 | $0 |
| DUES AND MEMBERSHIP | $8,550 | $0 | $8,550 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $12,625 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consultants | $324,691 | $0 | $324,691 |
| PAYROLL PROCESSING | $2,033 | $102 | $1,931 |
| DOCUMENTARY | $10,680 | $0 | $10,680 |
| MISC | $11 | $0 | $11 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-T PAYMENTS | CategoryTxt |
| Amt | $7,399 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |