HALLORAN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: HALLORAN FOUNDATION (EIN 25-6885444)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201533209349101398
Schema version: 2014v5.0
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	2015-11-16T11:19:08-06:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	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	2015-11-16	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	2015-11-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,069,717	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	$1,576,139	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$127,354	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$127,354	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,703,493	TotalRevAndExpnssAmt
Total Net Invst Incm	$127,354	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$237,800	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$11,890	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$225,910	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$301,000	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$301,000	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$48,367	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,067	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$47,300	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$13,936	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$13,936	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,486	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$224	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,262	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$483,286	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,946	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$477,340	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$29,911	InterestRevAndExpnssAmt
Interest Net Invst Incm	$0	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$18,439	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$289,821	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$761	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$289,060	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$155	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$155	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$34,837	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,140	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$32,697	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,462,038	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$22,028	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,391,660	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,462,038	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$22,028	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,391,660	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$241,455	ExcessRevenueOverExpensesAmt
Net Investment Income	$105,326	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$7,127	CashBOYAmt
Cash EOY	$3,522	CashEOYAmt
Cash EOYFMV	$3,522	CashEOYFMVAmt
Other Investments BOY	$4,900,470	OtherInvestmentsBOYAmt
Other Investments EOY	$5,066,195	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,066,195	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,534	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,534	LandBldgEquipAccumDeprecAmt
Total Assets BOY	$4,907,597	TotalAssetsBOYAmt
Total Assets EOY	$5,069,717	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,069,717	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$89,915	AccountsPayableBOYAmt
Accounts Payable EOY	$89,915	AccountsPayableEOYAmt
Mortgages And Notes Payable BOY	$624,375	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$531,875	MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY	$714,290	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$621,790	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$4,193,307	UnrestrictedBOYAmt
Unrestricted EOY	$4,447,927	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,193,307	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,447,927	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,907,597	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,069,717	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,193,307	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$241,455	ExcessRevenueOverExpensesAmt
Other Increases	$13,165	OtherIncreasesAmt
Subtotal	$4,447,927	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,447,927	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,411,356	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,231,007	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.333574	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,219,589	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,498,381	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.348615	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,535,653	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,038,153	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.380286	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,348,552	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,317,702	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.312331	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,235,201	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,201,900	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.237452	DistributionYr5Rt
Total Distribution	1.612258	TotalDistributionRt
Average Distribution	0.322452	AverageDistributionRt
Net Vl Noncharitable Assets	$4,833,322	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,558,514	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,053	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,559,567	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,391,660	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,107	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,107	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,107	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,930	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,930	TotalPaymentsAndCreditsAmt
Overpayment	$1,823	OverpaymentAmt
Applied To ES Tax	$1,823	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	$237,800	$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	$189,750	$0	$0
DERMOT M MURPHY
100 FOUR FALLS CORP CENTER STE 215	WEST CONSHOHOCKEN	PA	19428	ADVISOR	40.00	$111,250	$19,080	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd
NEW AWARENESS NETWORK
390 PLANDOME ROAD STE 200	MANHASSET	NY	11030	PROGRAM CONSULTANT	$140,000
AUDREY SELIAN
				PROGRAM CONSULTANT	$100,000	121 RUE DE LAUSANNE APT 41	GENEVA	SZ
MARIA CAVALCANTI
20 PINE STREET 804	NEW YORK	NY	10005	PROGRAM CONSULTANT	$78,000

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 2014 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	$173,886	Expenses1Amt
Description2	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, Mexico, Nepal, and the Philippines. One of the goals is to enhance enterprise development within the communities by providing vocational training along with business development.	Description2Txt
Expenses2	$167,674	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, Colombia, Brazil and the US. The Foundation also took an active role in sponsoring conferences 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 services that positively impact society.	Description3Txt
Expenses3	$444,336	Expenses3Amt
Description4	In 2008, The Halloran Foundation and the Center for Ethical Business Cultures at the University of St. Thomas (Minnesota) launched a 6-year project to research and publish a U.S. and global history of corporate responsibility. The anticipated work product will be two narrative volumes along with web access to supplement material not included in the volumes themselves. The project team began its work in July 2008 and published the history in 2014. Corporate responsibility has witnessed dramatic social, economic, environmental and regulatory challenges in the U.S. and globally since the end of World War II.The Halloran Foundation has also undertaken a major project focused on publishing the history of human wellbeing.	Description4Txt
Expenses4	$98,857	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	$4,874,408	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$32,518	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,906,926	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,906,926	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$73,604	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,833,322	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$241,666	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$241,666	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,107	TaxBasedOnInvestmentIncomeAmt
Income Tax	$9,400	IncomeTaxAmt
Total Tax	$11,507	TotalTaxAmt
Distributable Before Adj	$230,159	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$230,159	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$230,159	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,391,660	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,391,660	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,391,660	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$230,159	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$987,758	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,183,282	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,348,266	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,046,626	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,206,663	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$5,772,595	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,391,660	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$813,265	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$230,159	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$348,236	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,934,096	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	$987,758	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,946,338	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,183,282	ExcessFromYear4Amt
Excess From Year3	$1,348,266	ExcessFromYear3Amt
Excess From Year2	$1,046,626	ExcessFromYear2Amt
Excess From Year1	$1,206,663	ExcessFromYear1Amt
Excess From Current Year	$1,161,501	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	HARRY HALLORAN JR	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr	$0	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	$127,354	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$127,354	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$127,354	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 CORPORATE CENTER SUI	WEST CONSHOHOCKEN	PA	194282960	$678,000	Yes (X)
AMERICAN REFINING BIOCHEMICAL INC
2	100 FOUR FALLS CORP CENTER - STE 21	WEST CONSHOHOCKEN	PA	194282960	$898,139	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,486	Amt
Net Investment Income	$224	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,262	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, 2014 as made out of corpus. Harry Halloran, Jr. Trustee	ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 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	$1,351,181	$1,351,181
NOTE #2 - AR TRUCKING INSTALLMENT SALE	FMV	$1,298,194	$1,298,194
LOAN - MALO SARL (CONVERTIBLE)	FMV	$125,000	$125,000
SOCIAL ENTREPRENEURS FUND	AT COST	$445,538	$445,538
CLINICA DEL AZUCAR	FMV	$250,000	$250,000
VISTAGE HOLDINGS AND PRIVATE FINANCE	FMV	$250,000	$250,000
ONERGY (PUNAM ENERGY PRIVATE LTD)	FMV	$47,700	$47,700
SUNGEVITY SERIES B-1 PREFERRED	FMV	$750,000	$750,000
MAINSTREAM BRAZIL IMPACT FUND	AT COST	$15,185	$15,185
LEGACY VENTURES VII, LLC	AT COST	$120,000	$120,000
INVERSOR	AT COST	$313,397	$313,397

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$13,936	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$13,936	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIP EXPENSE	$29,125	$0	$29,125
OTHER DEDUCTIONS PASSTHROUGH FROM SOCIAL ENTREPRENEURS FUND, LLC	$3,572	$0	$3,572
PORTFOLIO DEDUCTIONS - MAINSTREAM BRAZIL IMPACT INV FND, LP	$2,140	$2,140	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED APPRECIATION	Desc
Amt	$13,165	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Consultants	$476,110	$0	$476,110
PAYROLL PROCESSING	$1,230	$0	$1,230
PORTFOLIO EXPENSES FROM LEGACY VENTURE VII K-1	$5,946	$5,946	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2013 990-T BALANCE DUE	$14,189	$0	$0
EXCISE TAX ON NET INVESTMENT INCOME	$4,250	$0	$0