2012-11-14T07:56:43-06:00 2011-12-31 233016363 BALDWIN FAMILY OFFICE LLC 100 FOUR FALLS CORPORATE CENTER SUI WEST CONSHOHOCKEN PA 19428 990PF 2011-01-01 256885444 THE HALLORAN FOUNDATION HALL 6109404420 100 FOUR FALLS CORPORATE CENTER No 215 WEST CONSHOHOCKEN PA 19428 HARRY HALLORAN JR 6109404420 2012-11-14 1 ERIC T MECK P01021036 6102601555 2012-11-12 2011 2016-02-24 21:20:13Z X 3700344 X 1073857 230417 230417 0 80000 0 1384274 230417 216000 10800 205200 324750 6750 318000 46471 2028 44443 2678 0 2678 15707 785 14922 371108 137 370971 43960 0 43960 41292 0 0 177 0 274427 7282 267145 31360 0 31360 1367930 27782 1298679 239000 239000 1606930 27782 1537679 -222656 202635 -31640 144005 144005 4046875 3556251 3556251 1534 1446 265 88 88 4015500 3700344 3700344 164915 164915 901875 809375 1066790 974290 X 2948710 2726054 2948710 2726054 4015500 3700344 2948710 -222656 0 2726054 0 2726054 0 1348552 4317702 0.312331 1235201 5201900 0.237452 1130739 6165778 0.183390 564004 3765432 0.149785 5431 1970490 0.002756 0.885714 0.177143 4038153 715331 2026 717357 1537679 X 2026 0 2026 0 2026 3200 3200 11 1163 1163 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 0 1 0 0 1 www.halloranphilanthropies.org The Organization 6109404420 100 FOUR FALLS CORPORATE CENTER No 215 WEST CONSHOHOCKEN PA 19428 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 HARRY HALLORAN JR 100 FOUR FALLS CORP CTR STE 215 WEST CONSHOHOCKEN PA 19428 5.00 0 0 0 J ANTHONY CARR 100 FOUR FALLS CORP CTR STE 215 WEST CONSHOHOCKEN PA 19428 40.00 216000 5920 0 MARK BEAM 100 FOUR FALLS CORP CENTER STE 215 WEST CONSHOHOCKEN PA 19428 40.00 189750 0 0 ADRIANA HALLORAN 100 FOUR FALLS CORP CENTER STE 215 WEST CONSHOHOCKEN PA 19428 40.00 135000 13700 0 0 MARK CAMPANELE 286 SANDYCOMB ROAD LONDON UK PROGRAM CONSULTANT 120000 AUDREY SELIAN 121 RUE DE LAUSANNE APT 41 GENEVA SZ PROGRAM CONSULTANT 75000 0 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. 153253 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. 266828 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. 479288 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. 329301 0 4047474 52174 0 4099648 0 0 4099648 61495 4038153 201908 201908 2026 10469 12495 189413 0 189413 0 189413 1537679 0 1537679 2026 1535653 189413 0 0 838347 1235201 1349036 3422584 1537679 0 0 1537679 0 0 189413 189413 4770850 0 0 0 0 0 0 0 4770850 648934 1235201 1349036 1537679 HARRY HALLORAN JR X 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 114000 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. 100000 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 25000 239000 0 SUPPORT SERVICES PROVIDED TO ENLIGHTENED WORLD FOUNDATION AT BELOW COST 80000 14 230417 0 230417 80000 310417 1a 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. 0 0 0 0 0 0 0 0 0 0 X X 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 15707 785 14922 COMPUTER FOR ADMINISTRATOR 2007-02-21 1534 1269 200DB 5.000000000000 177 0 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 HUB IMPULSAR SOCIAL AC COSIJOPI 208 68000 OAXACA MX 2010-12-10 92604 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 31453 CONDUCT RESEARCH FOR A BOOK ENTITLED THE HISTORY OF WELL BEING 31453 04/30/2011 DRISHTEE FOUNDATION KNOWLEDGE BOULEVARD TOWER B 8TH FLOOR PLOT A-8 NOIDA IP IN 2010-09-23 50000 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 DRISHTEE FOUNDATION KNOWLEDGE BOULEVARD TOWER B 8TH FLOOR PLOT A-8 NOIDA IP IN 2011-05-01 114000 TO IMPLEMENT CHANGES AS SUGGESTED BY THE FINDINGS OF THE NEEDS ASSESSMENT OF THE VILLAGE OF THAWAR IN INDIA. HUB IMPULSAR SOCIAL AC COSIJOPI 208 68000 OAXACA MX 2011-02-01 100000 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 25000 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 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 COMPUTER FOR ADMINISTRATOR 1534 1446 88 88 LEGAL FEES 2678 0 2678 BANK FEES 360 0 360 DUES 31000 0 31000 SUPPORT SERVICES PROVIDED TO ENLIGHTENED WORLD FOUNDATION AT BELOW COST 80000 80000 Consultants 352532 0 352532 PAYROLL PROCESSING 2730 137 2593 WEBSITE DESIGN AND MANAGEMENT 15846 0 15846 AMERICAN REFINING BIOCHEMICAL INC 100 FOUR FALLS CORP CTR STE 215 WEST CONSHOHOCKEN PA 19428 FORM 990-T UBIT 40808 0 0 FORM 990-PF Excise Tax on Net Investment Income 484 0 0