HALLORAN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HALLORAN FOUNDATION (EIN 25-6885444)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349100705
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T07:56:43-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233016363 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN FAMILY OFFICE LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORPORATE CENTER SUI | AddressLine1 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256885444 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALLORAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HALL | NameControl |
| Phone | 6109404420 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORPORATE CENTER No | AddressLine1 |
| Address Line2 | 215 | AddressLine2 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HARRY HALLORAN JR | Name |
| Title | TRUSTEE | Title |
| Phone | 6109404420 | Phone |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC T MECK | Name |
| PTIN | P01021036 | PTIN |
| Phone | 6102601555 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3700344 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1073857 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 230417 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 230417 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 80000 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1384274 | TotalRevenueAndExpenses |
| Total Net Investment Income | 230417 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 216000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 10800 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 205200 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 324750 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 6750 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 318000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 46471 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 2028 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 44443 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2678 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2678 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 15707 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 785 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14922 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 371108 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 137 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 370971 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 43960 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 43960 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 41292 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 177 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 274427 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 7282 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 267145 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 31360 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 31360 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1367930 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27782 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1298679 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 239000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 239000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1606930 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27782 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1537679 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -222656 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 202635 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -31640 | CashBOY |
| Cash EOY | 144005 | CashEOY |
| Cash EOYFMV | 144005 | CashEOYFMV |
| Investments Other BOY | 4046875 | InvestmentsOtherBOY |
| Investments Other EOY | 3556251 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3556251 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1534 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1446 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 265 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 88 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 88 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 4015500 | TotalAssetsBOY |
| Total Assets EOY | 3700344 | TotalAssetsEOY |
| Total Assets EOYFMV | 3700344 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 164915 | AccountsPayableBOY |
| Accounts Payable EOY | 164915 | AccountsPayableEOY |
| Mortgages And Notes Payable BOY | 901875 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 809375 | MortgagesAndNotesPayableEOY |
| Total Liabilities BOY | 1066790 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 974290 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2948710 | UnrestrictedBOY |
| Unrestricted EOY | 2726054 | UnrestrictedEOY |
| Total Net Assets BOY | 2948710 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2726054 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4015500 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3700344 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2948710 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -222656 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2726054 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2726054 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1348552 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4317702 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.312331 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1235201 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5201900 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.237452 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1130739 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6165778 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.183390 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 564004 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3765432 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.149785 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5431 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1970490 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.002756 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.885714 | TotalDistributionRatio |
| Average Distribution Ratio | 0.177143 | AverageDistributionRatio |
| Net Noncharitable Assets | 4038153 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 715331 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2026 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 717357 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1537679 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2026 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2026 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2026 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 3200 | TaxPaidWithExtension |
| Total Credits And Payments | 3200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Overpayment | 1163 | Overpayment |
| Amount Credited To Next Year | 1163 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | www.halloranphilanthropies.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6109404420 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORPORATE CENTER No | AddressLine1 |
| Address Line2 | 215 | AddressLine2 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 216000 | 5920 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| MARK BEAM | 100 FOUR FALLS CORP CENTER STE 215 | WEST CONSHOHOCKEN | PA | 19428 | ADVISOR | 40.00 | 189750 | 0 | 0 |
| ADRIANA HALLORAN | 100 FOUR FALLS CORP CENTER STE 215 | WEST CONSHOHOCKEN | PA | 19428 | ADVISOR | 40.00 | 135000 | 13700 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|
| MARK CAMPANELE | ||||
| 286 SANDYCOMB ROAD | LONDON | UK | PROGRAM CONSULTANT | 120000 |
| AUDREY SELIAN | ||||
| 121 RUE DE LAUSANNE APT 41 | GENEVA | SZ | PROGRAM CONSULTANT | 75000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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 2011 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. | Description1 |
| Expenses1 | 153253 | Expenses1 |
| 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. | Description2 |
| Expenses2 | 266828 | Expenses2 |
| 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. | Description3 |
| Expenses3 | 479288 | Expenses3 |
| Description4 | In 2008, The Halloran Foundation and the Center for Ethical Business Cultures at the University of St. Thomas (Minnesota) launched a 4-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 expects to complete and publish the history by mid-2012. 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. | Description4 |
| Expenses4 | 329301 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4047474 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 52174 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4099648 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4099648 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 61495 | CashDeemedCharitable |
| Net Noncharitable Assets | 4038153 | NetNoncharitableAssets |
| Minimum Investment Return | 201908 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 201908 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2026 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 10469 | IncomeTaxForThisYear |
| Total Tax | 12495 | TotalTax |
| Distributable Amount Before Adj | 189413 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 189413 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 189413 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1537679 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1537679 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2026 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1535653 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 189413 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 838347 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1235201 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1349036 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3422584 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1537679 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 1537679 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 189413 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 189413 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4770850 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4770850 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 648934 | ExcessFromYear3 |
| Excess From Year2 | 1235201 | ExcessFromYear2 |
| Excess From Year1 | 1349036 | ExcessFromYear1 |
| Excess From Current Year | 1537679 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY HALLORAN JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| DRISHTEE FOUNDATION | |||||||
| KNOWLEDGE BOULEVARD TOWER B 8TH | FLOOR PLOT A-8 A | NOIDA | IN | NONE | FOREIGN - EXP RESPON | COMMUNITY NEEDS ASSESSMENT IN THE VILLAGE OF THAWAR IN INDIA | $114,000 |
| HUB IMPULSAR SOCIAL AC | |||||||
| COSIJOPI 208 68000 | OAXACA | MX | NONE | FOREIGN - EXP RESPON | SUPPORT INITIATIVES TO PROMOTE JOB CREATION AND WELL-BEING IN OAXACA, MEXICO. | $100,000 | |
| MALO TRADERS | |||||||
| RUE 63 PORTE 155 BPE 605 | BAMAKO | ML | NONE | FOREIGN - EXP RESPON | SUPPORT RESEARCH OF RICE PRODUCTION AND COMMUNITY IMPACT IN MALI, AFRICA | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 239000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUPPORT SERVICES PROVIDED TO ENLIGHTENED WORLD FOUNDATION AT BELOW COST | Description |
| Related Or Exempt Function Income | 80000 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $230,417 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $230,417 | ExclusionAmount |
| Related Or Exempt Function Income | 80000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 310417 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumber |
| Relationship Statement | SUPPORT SERVICES PROVIDED TO ENLIGHTENED WORLD FOUNDATION (EWF) - THE STAFF OF THE HALLORAN FOUNDATION DIRECTLY SUPPORTS THE EFFORTS OF THE EWF. THIS AMOUNT REFLECTS AN ALLOCATION OF EXPENSES FOR TIME AND RESOURCES SPENT BY THE HALLORAN FOUNDATION STAFF IN SUPPORT OF EWF PROJECTS. THE MISSION STATEMENTS OF THE TWO ORGANIZATIONS HAVE SIMILAR ELEMENTS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | HARRY HALLORAN | 100 FOUR FALLS CORPORATE CENTER SUI | WEST CONSHOHOCKEN | PA | 194282960 | 190500 | X |
| 2 | AMERICAN REFINING BIOCHEMICAL INC | 100 FOUR FALLS CORP CENTER - STE 21 | WEST CONSHOHOCKEN | PA | 194282960 | 883357 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $15,707 | Amount |
| Net Investment Income | 785 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14922 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | COMPUTER FOR ADMINISTRATOR | DescriptionOfProperty |
| Date Acquired | 2007-02-21 | DateAcquired |
| Cost Or Other Basis | 1534 | CostOrOtherBasis |
| Prior Years Depreciation | 1269 | PriorYearsDepreciation |
| Computation Method | 200DB | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 177 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
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, 2011 as made out of corpus. Harry Halloran, Jr. Trustee | Election |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (6 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Grant DateGrantDate | GrantGrantAmount | Grant PurposeGrantPurpose | Amount Expended By GranteeAmountExpendedByGrantee | Dates Of Reports By GranteeDatesOfReportsByGrantee | Address Line2ForeignAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| HUB IMPULSAR SOCIAL AC | ||||||||
| COSIJOPI 208 68000 | OAXACA | MX | 2010-12-10 | $92,604 | TO PROVIDE START-UP FUNDS TO LAUNCH THE HUB OAXACA AND COVER THE COST OF OPERATIONS DURING THE FIRST YEAR OF OPERATIONS. | 92604 | 04-01-2011, 07-01-2011 | |
| NEW ECONOMICS FOUNDATION | ||||||||
| 3 JONATHAN STREET | LONDON | GB | 2010-10-18 | $31,453 | CONDUCT RESEARCH FOR A BOOK ENTITLED THE HISTORY OF WELL BEING | 31453 | 04/30/2011 | |
| DRISHTEE FOUNDATION | ||||||||
| KNOWLEDGE BOULEVARD TOWER B 8TH | NOIDA IP | IN | 2010-09-23 | $50,000 | TO CONDUCT A COMMUNITY NEEDS ASSESSMENT IN THE VILLAGE OF THAWAR IN INDIA WHICH FOCUSED ON IDENTIFYING BASIC NEEDS TO IMPROVE THE OVERALL LIVELIHOOD OF THE VILLAGERS WITHIN THE COMMUNITY. | 50000 | 01/11/2011 | FLOOR PLOT A-8 |
| DRISHTEE FOUNDATION | ||||||||
| KNOWLEDGE BOULEVARD TOWER B 8TH | NOIDA IP | IN | 2011-05-01 | $114,000 | TO IMPLEMENT CHANGES AS SUGGESTED BY THE FINDINGS OF THE NEEDS ASSESSMENT OF THE VILLAGE OF THAWAR IN INDIA. | FLOOR PLOT A-8 | ||
| HUB IMPULSAR SOCIAL AC | ||||||||
| COSIJOPI 208 68000 | OAXACA | MX | 2011-02-01 | $100,000 | Hub Oaxaca is a social enterprise that supports local initiativesworking to promote job creation and well-being in Oaxaca. The Hub assists local social entrepreneurs and individuals seeking to build businesses of social transformation through providing access to the tools, resources,knowledge and support that they need to implement initiatives thatwork toward a more sustainable Oaxaca. This is an ongoing project with quarterly and annual reports submitted. | 100000 | 04/01/11, 07/01/11, 12/31/11 | |
| MALO TRADERS | ||||||||
| RUE 63 PORTE 155 BPE 605 | BOMAKO | ML | 2011-12-01 | $25,000 | Malo Traders creates and sells affordable rice-based products that enhance the health of families in Mali, Africa. We supported the research to learn from farmers, consumers, nutritionists, engineers. politicians and academics to develop a model to make fortified and nutritious rice to improve the health of the community. | 25000 | 11-01-2012 | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LOAN - JOHN EASTWOOD ASSOCIATES | FMV | 100000 | 100000 |
| LOAN - NANO-SELECT, INC. | FMV | 75000 | 75000 |
| LOAN - GLOBAL VENTURE PRODUCTS PARTNERS | FMV | 45000 | 45000 |
| NOTE #1 - AR TRUCKING INSTALLMENT SALE | FMV | 1701488 | 1701488 |
| NOTE #2 - AR TRUCKING INSTALLMENT SALE | FMV | 1634763 | 1634763 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER FOR ADMINISTRATOR | CategoryOrItem |
| Cost Or Other Basis | 1534 | CostOrOtherBasis |
| Accumulated Depreciation | 1446 | AccumulatedDepreciation |
| Book Value | 88 | BookValue |
| EOYFMV | 88 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,678 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2678 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 360 | 0 | 360 |
| DUES | 31000 | 0 | 31000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUPPORT SERVICES PROVIDED TO ENLIGHTENED WORLD FOUNDATION AT BELOW COST | Description |
| Revenue And Expenses Per Books | 80000 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 80000 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Consultants | $352,532 | 0 | 352532 |
| PAYROLL PROCESSING | $2,730 | 137 | 2593 |
| WEBSITE DESIGN AND MANAGEMENT | $15,846 | 0 | 15846 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN REFINING BIOCHEMICAL INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FOUR FALLS CORP CTR STE 215 | AddressLine1 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FORM 990-T UBIT | $40,808 | 0 | 0 |
| FORM 990-PF Excise Tax on Net Investment Income | $484 | 0 | 0 |