2023-10-30T13:54:34-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 466758450 THE HARRY R HALLORAN JR CHARITABLE TRUST HARR 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 2155636417 2023-10-25 1 PEDRO RAMOS 999009999 0 DANIELLE NIHILL P01350943 7819821001 2023-10-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PEDRO A RAMOS 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 13720378 0 X N/A X 2013 PA TO MAKE GRANTS FOR CHARITABLE PURPOSES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 5 4 0 4 22624501 15772097 0 0 0 0 8412088 13720378 0 0 8412088 13720378 4091000 6803639 0 0 0 0 0 0 0 1925671 6130226 6016671 12933865 2395417 786513 26412399 27064452 2257709 2276932 24154690 24787520 TO MAKE CHARITABLE GRANTS AND PURSUE CHARITABLE ACTIVITIES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 0 0 6803639 6803639 0 TO MAKE CHARITABLE GRANTS AND PURSUE CHARITABLE ACTIVITIES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION AND TO INSPIRE, INNOVATE AND ACCELERATE SUSTAINABLE SOCIAL INTERVENTIONS THAT PROMOTE HUMAN WELL-BEING. 6803639 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X ORLANDO ESPOSITO 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 1.00 36.40 X X 0 408123 65036 KATE ALLISON CHAIR 1.00 6.20 X X 0 0 0 KERRY BENSON TREASURER 1.00 6.20 X X 0 0 0 MARK HALLORAN TRUSTEE 1.00 0.00 X 0 0 0 NEIL HALLORAN TRUSTEE 1.00 0.00 X 0 0 0 0 408123 65036 0 0 1 0 0 13720378 22624501 -8904123 13720378 0 22624501 -8904123 6803639 6803639 2368 2368 18375 18375 90877 90877 ACCRUED TAXES 6018049 6018049 STATE TAXES AND FEES 557 557 12933865 6803639 6130226 0 5364322 4897522 192105 285073 776000 1985485 20079972 19896372 26412399 27064452 2107709 2076932 150000 200000 2257709 2276932 X 5600130 6232960 18554560 18554560 24154690 24787520 26412399 27064452 786513 -153683 0 X 0 1 X 1 0 X X X 1 THE PHILADELPHIA FOUNDATION 231581832 8 1 6803639 0 1 6803639 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18554560 C ALTERNATIVE INVESTMENTS 1041812 F ALTERNATIVE INVESTMENTS 300000 C 19896372 X PART X, LINE 2: THE HARRY HALLORAN JR. CHARITABLE TRUST (THE TRUST) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS RECOGNIZED AS A TAX-EXEMPT SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE IRC. CERTAIN UNRELATED BUSINESS INCOME IS SUBJECT TO FEDERAL INCOME TAXES. THE TRUST FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE TRUST'S FINANCIAL STATEMENTS. 1 ACTION AGAINST HUNGER ONE WHITEHALL STREET 2ND FLOOR NEW YORK NY 10004 133327220 501(C)(3) 10000 0 PROVIDE CRITICAL SERVICES IN EAST AFRICA ARTHA NETWORK 33 PARTRIDGE LANE BELMONT MA 04178 463594732 501(C)(3) 200000 0 GENERAL OPERATING SUPPORT B LAB COMPANY PO BOX 37635 PMB 28400 PHILADELPHIA PA 19101 205958773 501(C)(3) 200000 0 GENERAL OPERATING SUPPORT BENEFICIAL RETURNS 261 CORBETT AVENUE SAN FRANCISCO CA 94114 812793534 501(C)(3) 225000 0 LOAN LOSS RESERVES $125,000, LENDING CAPITAL $100,000 BRADFORD AREA ALLIANCE 80 E CORYDON ST BRADFORD PA 16701 232896048 501(C)(3) 175000 0 HARVEY L. GOLUBOCK BUSINESS COMPETITION & FUND CONVENERSORG 102 BAKER ST APT B SAN FRANCISCO CA 94117 472747686 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT EISENHOWER EXCHANGE FELLOWSHIPS 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 231505095 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT FAITH CRUSADES MINISTRIES 17 MILDRED STREET MONTGOMERY AL 36104 631045916 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT FIRST STEP STAFFING 1952 E ALLEGHENY AVENUE SUITE 500 PHILADELPHIA PA 19134 208038859 501(C)(3) 200000 0 TRANSPORTATION , UPSKILLING, AND BARRIER REMOVAL HALLORAN FOUNDATION 100 FOUR FALLS CORPORATE CENTER SUITE 215 WEST CONSHOHOCKEN PA 19428 256885444 501(C)(3) 475000 0 GRANT & IMPACT INVESTING IMPACT ASSETS INC 4340 EAST WEST HIGHWAY BETHESDA MD 20814 262048480 501(C)(3) 1930000 0 TOTAL IMPACT 2023 $100,000, THE GREEN DAWN FUND $900,000, EMERGENT FUNDS $930,000 IMPACT PHL 4801 S BROAD STREET SUITE 200 PHILADELPHIA PA 19112 831156552 501(C)(3) 125000 0 SOCAP 2022 $25,000, TOTAL IMPACT 2023 $75,000, OPTIMPACT PROJECT $25,000 KENSINGTON CORRIDOR TRUST 3400 J STREET UNIT G-12 PHILADELPHIA PA 19134 842453611 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT KING BAUDOUIN 10 ROCKEFELLER PLAZA 16TH FL NEW YORK NY 10020 582277856 501(C)(3) 150000 0 THE WELLBEING PROJECT MCKEAN COUNTY COMMUNITY FOUNDATION PO BOX 934 ST MARYS PA 15857 251859637 501(C)(3) 900000 0 HARRY HALLORAN BRADFORD PROSPERITY FUND (HHBPF) NATIONAL ABORTION HOTLINE 1090 VERMONT AVENUE NW SUITE 1000 WASHINGTON DC 20005 264703759 501(C)(3) 10000 0 DR. TILLER PATIENT ASSISTANCE FUND NEW ENERGY NEXUS 436 14TH STREET SUITE 1220 OAKLAND CA 94612 261339988 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT NEW INCENTIVES 340 S LEMON AVE UNIT 6133 WALNUT CA 91789 452368993 501(C)(3) 50000 0 CASH TRANSFERS FOR CHILDHOOD IMMUNIZATION PHILADELPHIA AREA COOPERATIVE ALLT 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 454730993 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT REALIZE IMPACT PO BOX 11548 BAINBRIDGE ISLAND WA 98110 463594732 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT SHIPLEY SCHOOL 814 YARROW STREET BRYN MAWR PA 19010 231352677 501(C)(3) 50000 0 BLACK ALUMNI ASSOCIATION ENDOWMENT FUND THE FRIENDSHIP TABLE PO BOX 1245 BRADFORD PA 16701 232938038 501(C)(3) 55000 0 GENERAL OPERATING SUPPORT THE PEACE STUDIO 19 WEST 21ST STREET SUITE 501 NEW YORK NY 10010 260385592 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT UNIVERSITY OF PITTSBURGH G-7 THACKERAY HALL 139 UNIVERSITY PLACE PITTSBURGH PA 15260 250965591 501(C)(3) 700000 0 GENERAL OPERATING SUPPORT UNLOCKING COMMUNITIES 100 N HERMITAGE AVE UNIT 704 CHICAGO IL 60612 832060233 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT WATSON INSTITUTE 1310 COLLEGE AVENUE 100 BOULDER CO 80302 461001797 501(C)(3) 473639 0 GENERAL OPERATING SUPPORT $98,755, BASECAMP PROGRAM $187,442, HALLORAN FELLOWSHIP $187,442 WILLIAM TRIPPLEY YOUTH DEVELOPMENT 410 HIDDEN VALLEY RD MEDIA PA 19063 113836287 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT YWCA BRADFORD 24 WEST CORYDON STREET BRADFORD PA 16701 250995784 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT 28 0 PART I, LINE 2: THE TRUST REVIEWS ALL GRANT APPLICATIONS AND ALL GRANTS ARE APPROVED BY THE TRUSTEES. DUE DILIGENCE INCLUDES: 1) ENSURE THE ORGANIZATION HAS A VALID PUBLIC CHARITY STATUS OR EQUIVALENCY DETERMINATION. 2) REVIEW THE APPLICANT'S FINANCIAL INFORMATION INCLUDING AUDITED FINANCIAL, FORM 990, AND ANNUAL REPORT (OR EQUIVALENT, IF AVAILABLE.) 3) MAKE SELECTED SITE VISITS 4) PERIODICALLY MEET WITH NONPROFIT'S KEY STAFF MEMBERS 5) COMPLETE EXPENDITURE RESPONSIBILITY, AS REQUIRED. UPON RECEIPT OF A GRANT AWARD NOTIFICATION, THE GRANTEE MUST SIGN A CERTIFICATION INDICATING THAT THE FUNDS WILL BE USED FOR THE INTENDED PURPOSE. THE GRANTEE IS ALSO ADVISED OF ANY FURTHER GRANT REPORTING REQUIREMENTS AND DEADLINES. ALL REPORTING REQUIREMENTS MUST BE MET BEFORE THE GRANTEE CAN REAPPLY. 0 1 0 0 0 0 0 0 0 PEDRO A RAMOS SECRETARY 0 407349 0 0 0 774 0 41158 0 23878 0 473159 0 0 PART I, LINE 3 THE TRUST DOES NOT PAY OUT ANY COMPENSATION. ALL COMPENSATION DISCLOSED ON THE RETURN IS COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THAT RELATED ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B AS PART OF HIS COMPENSATION FROM THE RELATED ORGANIZATION, PEDRO A. RAMOS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH $10,658 WAS CONTRIBUTED DURING THE CALENDAR YEAR 2022. THIS AMOUNT IS INCLUDED IN THE TAXABLE COMPENSATION FOR 2022. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES MARK HALLORAN AND NEIL HALLORAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE PHILADELPHIA FOUNDATION, A RELATED 501(C)(3) PUBLIC CHARITY AND THE HALLORAN FOUNDATION, AN UNRELATED 501(C)(3) PRIVATE NON-OPERATING FOUNDATION ARE CONSIDERED MEMBERS PER THE IRS DEFINITION OF MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE PHILADELPHIA FOUNDATION HAS THE RIGHT TO APPOINT THREE TRUSTEES AND THE HALLORAN FOUNDATION HAS THE RIGHT TO APPOINT TWO TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM PREPARES THE FORM 990 BASED ON THE INFORMATION PROVIDED BY MEMBERS OF THE FINANCE TEAM. ONCE THE RETURN IS PREPARED, IT IS REVIEWED BY THE FINANCE TEAM ALONG WITH EXECUTIVE MANAGEMENT BEFORE BEING PROVIDED TO THE AUDIT COMMITTEE AND GOVERNING BODY FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C NO TRUSTEE WHO IS AFFILIATED WITH ANY ORGANIZATION BEING CONSIDERED FOR A GRANT FROM THE TRUST SHALL PARTICIPATE IN THE CONSIDERATION OF SUCH GRANT OR SHALL VOTE ON SUCH GRANT AWARD. NO TRUSTEE WHO IS AFFILIATED WITH ANY VENDOR OF GOODS OR SERVICES TO THE TRUST SHALL PARTICIPATE IN THE CONSIDERATION OR ADMINISTRATION OF ANY CONTRACT WITH SUCH VENDOR. NO ENTITY OR INDIVIDUAL WITH WHICH A MEMBER OF THE TRUST OR STAFF IS AFFILIATED SHALL RECEIVE ANY SPECIAL CONSIDERATION BY THE TRUST, OR BY THE STAFF, AND THERE SHALL BE NO VARIATION IN THE PROCEDURES FOR PROCESSING GRANTS OR CONTRACTS TO OR WITH SUCH AFFILIATED ENTITIES OR INDIVIDUALS, EXCEPT THAT ADDITIONAL SCRUTINY MAY BE APPLIED TO SUCH CONSIDERATION. A MEMBER OF THE TRUST OR STAFF SHALL ADVISE THE CHAIR OF THE TRUST OR PRESIDENT AND CEO OF TPF OF AN AFFILIATION WITH ANY GRANTEE, POTENTIAL GRANTEE OR VENDOR IN RESPONSE TO AN ANNUAL QUESTIONNAIRE FROM THE TRUST AND AT ANY OTHER TIME WHEN SUCH PERSON BECOMES AWARE OF AN AFFILIATION WHICH HAS NOT PREVIOUSLY BEEN DISCLOSED. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. IT MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH THE PHILADELPHIA FOUNDATION'S ANNUAL REPORT AND ALSO ON THE PHILADELPHIA FOUNDATION'S WEBSITE. THE PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 231581832 GRANTMAKING PA 501(C)(3) LINE 8 N/A 0 THE LENFEST INSTITUTE FOR JOURNALISM SPECIAL ASSET FUND OF TPF 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 043731829 GRANTMAKING PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 DELAWARE CHARITABLE ASSETS INC 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 475425277 SUPPORT THE PHILADELPHIA FOUNDATION PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 THE DR RUDOLPH MASCIANTONIO FOUNDATION FOR CLASSICAL STUDIES 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 306595159 SUPPORT THE PHILADELPHIA FOUNDATION PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 TPF SPECIAL PROPERTY FUND 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 845019977 SUPPORT THE PHILADELPHIA FOUNDATION PA 501(C)(3) LINE 12A, I THE PHILADELPHIA FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0