2025-11-03T10:09:46-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 466758450 THE HARRY R HALLORAN JR CHARITABLE TRUST HARR 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 2155636417 2025-10-31 1 1 DANIELLE NIHILL P01350943 7819821001 2025-10-23 2024 2025-03-06 01:10:19Z PEDRO A RAMOS 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 11485449 0 X N/A X 2013 PA TO MAKE GRANTS FOR CHARITABLE PURPOSES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 5 2 1 4 13390252 5459615 0 0 0 0 10227813 11405883 981761 79566 11209574 11485449 9482440 7791148 0 0 0 76080 0 0 0 2524849 2951938 12007289 10819166 -797715 666283 24124029 25042873 163475 617628 23960554 24425245 TO MAKE CHARITABLE GRANTS AND PURSUE CHARITABLE ACTIVITIES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 0 0 7821458 7791148 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. 7821458 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 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X CHRISTINE CONTI 2158638133 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 1.00 37.30 X X 0 451338 77078 BRIAN HALLORAN EXECUTIVE DIRECTOR 17.50 17.50 X 58068 58068 23318 LON GREENBERG CHAIR 1.00 4.30 X X 0 0 0 WILLIAM J BURKE TREASURER 1.00 4.30 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 58068 509406 100396 0 0 1 0 0 11405883 13390252 -1984369 UNRELATED BUSINESS TAX REFUND 900099 79566 79566 79566 11485449 0 13390252 -1904803 7791148 7791148 71360 71360 4720 4720 30466 30466 60640 60640 86821 86821 30325 30310 15 3327 3327 5268 5268 128 128 UBI TAX 2734963 2734963 10819166 7821458 2997708 0 3259772 5017551 270799 256237 1139331 79203 504437 19454127 19185445 24124029 25042873 88475 542628 75000 75000 163475 617628 X 5405994 5870685 18554560 18554560 23960554 24425245 24124029 25042873 666283 -201592 0 X 0 1 X 1 0 X X X 1 THE PHILADELPHIA FOUNDATION 231581832 8 1 7821458 0 1 7821458 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18554560 C ALTERNATIVE INVESTMENTS 630885 F 19185445 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 AMALGAMATED FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 821517696 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT APPALACHIAN COMMUNITY FUND INC 1405 E MAGNOLIA AVE KNOXVILLE TN 37917 621316019 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT ARTIST SPACE TRUST 3120 SHATTUCK AVENUE BERKELEY CA 94705 237380534 501(C)(3) 75000 0 ARTIST SPACE TRUST (AST) BOTTLE UNDERGROUND 1901 SOUTH 9TH STREET BOK B08 PHILADELPHIA PA 19148 852643893 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT BRADFORD AREA ALLIANCE 80 E CORYDON ST BRADFORD PA 16701 232896048 501(C)(3) 400000 0 GENERAL OPERATING SUPPORT BRADFORD REGIONAL MEDICAL CENTER 116 INTERSTATE PARKWAY BRADFORD PA 16701 160743102 501(C)(3) 100000 0 HELIPAD FOR EMS SERVICES CALLED TO SERVE CDC 3600 N BROAD STREET PHILADELPHIA PA 19140 464404323 501(C)(3) 50000 0 CONSTRUCTION CODED BY KIDS 3624 MARKET STREET SUITE 1SD PHILADELPHIA PA 19104 465310610 501(C)(3) 75000 0 GENERAL OPERATING SUPPORT CULTURETRUST GREATER PHILADELPHIA 1315 WALNUT STREET SUITE 320 PHILADELPHIA PA 19107 463109411 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT EISENHOWER EXCHANGE FELLOWSHIPS INC 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 231505095 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT FRACTURED ATLAS PRODUCTIONS INC PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 67000 0 GENERAL OPERATING SUPPORT FREEDMEN'S ART ALLIANCE 115 AVENUE OF THE STATES CHESTER PA 19013 813943794 501(C)(3) 100000 0 EXPRESSION OF AFRICAN AMERICAN ARTS CULTURE GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT HONEYWELL ARTS ACADEMY 275 W MARKET ST WABASH IN 46992 871572016 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT IMPACT SOCIETY 110 EAST 25TH STREET NEW YORK NY 10010 464657948 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT IMPACTASSETS INC 4340 EAST-WEST HIGHWAY BETHESDA MD 20814 262048480 501(C)(3) 250000 0 GENERAL OPERATING SUPPORT IMPACTPHL 4801 S BROAD STREET SUITE 200 PHILADELPHIA PA 19112 831156552 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT JUBILEE GIFT GALAXY INC 6655 MOORE DR OAKLAND CA 64611 845159544 501(C)(3) 65000 0 JUBILEE GIFT GALAXY'S SUPPORT OF SMALL BUSINESSES JUSTICE FUNDERS 436 14TH ST STE 700 OAKLAND CA 94612 853980966 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT KENSINGTON CORRIDOR TRUST 3400 J STREET UNIT G-12 PHILADELPHIA PA 19134 842453611 501(C)(3) 250000 0 GENERAL OPERATING SUPPORT AND ELEVATED STOOP LEX MUNDI PRO BONO FOUNDATION 1301 DELAWARE AVENUE SW SUITE 822 WASHINGTON DC 20024 203925475 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT MAKING A CHANGE GROUP PO BOX 1115 CHESTER PA 19016 800779697 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT MCKEAN COUNTY COMMUNITY FOUNDATION 32 SOUTH SAINT MARYS STREET SUITE 4 ST MARYS PA 15857 251859637 501(C)(3) 250000 0 LOCAL GRANT MAKING INITIATIVE MERIDIAN INSTITUTE PO BOX 1829 DILLON CO 80435 841435420 501(C)(3) 31200 0 FELLOWSHIP FOR 9 ATTENDEES MOCAFI 7 BROOKE AVE BAY SHORE NY 11706 920765399 501(C)(3) 100000 0 LAUNCHING FINANCIAL EMPOWERMENT SOLUTION IN PHL MOM YOUR BUSINESS 3401 MARKET ST SUITE 200 PHILADELPHIA PA 19104 822509059 501(C)(3) 75000 0 SUPPORT BLACK WOMEN ENTREPRENEURS MOVEMENT STRATEGY CENTER 1625 CLAY STREET OAKLAND CA 94612 201037643 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT MYRIAD USA 10 ROCKEFELLER PLAZA 16TH FLOOR NEW YORK NY 10020 582277856 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT OAKLAND NATIVES GIVE BACK FUND 1441 FRANKLIN ST 301 OAKLAND CA 94607 465710681 501(C)(3) 75000 0 MANAGE THE CULTURE SHIFTING COMMUNITY OYATE GROUP 2183 THIRD AVENUE APT 901 NEW YORK NY 10035 823644288 501(C)(3) 40000 0 GENERAL OPERATING SUPPORT PHILADELPHIA AREA COOPERATIVE ALLIANCE 1315 WALNUT STREET SUITE 300 PHILADELPHIA PA 19107 454730993 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT PHILANTHROPY NETWORK GREATER PHILADELPHIA 1617 JOHN F KENNEDY BLVD 20TH FLOOR PHILADELPHIA PA 19103 232518417 501(C)(3) 16700 0 SPONSOR STAFF TO SOCAP CONFERENCE REALIZE IMPACT 118 E 124TH STREET PO BOX 670 NEW YORK NY 10035 463594732 501(C)(3) 250000 0 OPTIMPACT PLATFORM SHIFTWORKS 3547 OKLAHOMA STREET PITTSBURGH PA 15214 862716377 501(C)(3) 50000 0 SIBYLS SHRINE, RESIDENCY PROGRAM THE NORTH CENTRAL PENNSYLVANIA REGIONAL PLANNING AND DEVELOPMENT COMMISSION 49 RIDGMONT DRIVE RIDGWAY PA 15853 251190341 501(C)(3) 200000 0 GREATER BRADFORD AREA HONEYCOMB CREDIT THE PEACE STUDIO 19 WEST 21ST STREET SUITE 501 NEW YORK NY 10010 260385592 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT THE RESOURCE FOUNDATION 244 FIFTH AVENUE SUITE 1428 NEW YORK NY 10001 133421446 501(C)(3) 37700 0 GENERAL OPERATING SUPPORT THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 475425277 501(C)(3) 3000000 0 SUPPORT FOR MISSION-ALIGNED INVESTMENTS TRANSFORM FINANCE 188 GRAND ST 2ND FLOOR NEW YORK NY 10013 842283500 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT UNITED WAY OF THE BRADFORD AREA 161 MAIN STREET PO BOX 504 BRADFORD PA 16701 250965269 501(C)(3) 300000 0 GENERAL OPERATING SUPPORT UNTOURS FOUNDATION INC PO BOX 405 MEDIA PA 19063 232703497 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT VILLAGE CAPITAL 1101 K STREET NW SUITE 920 WASHINGTON DC 20005 274059343 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT WATSON INSTITUTE 1310 COLLEGE AVENUE 100 BOULDER CO 80302 461001797 501(C)(3) 493548 0 HALLORAN FELLOWSHIP FOR 2025 AND 2026 WILLIAM TRIPPLEY YOUTH DEVELOPMENT FOUNDATION PO BOX 223 WALLINGFORD PA 19086 113836287 501(C)(3) 75000 0 GENERAL OPERATING SUPPORT 44 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 0 0 0 0 0 0 0 0 PEDRO A RAMOS SECRETARY 0 450564 0 0 0 774 0 47590 0 29488 0 528416 0 0 PART I, LINE 3 THE TRUST DOES NOT PAY OUT ANY COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. ALL COMPENSATION ON THE RETURN IS FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THAT ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART V, LINE 2: THE ORGANIZATION DOES NOT FILE ANY W-2S OR PAYROLL TAX FILINGS UNDER ITS EIN 46-6758450 BECAUSE SUCH FILINGS ARE HANDLED BY THE PHILADELPHIA FOUNDATION (TPF), A RELATED PUBLIC CHARITY UNDER THEIR EIN 23-1581832. THE ORGANIZATION REIMBURSES TPF FOR COMPENSATION PAID TO EMPLOYEES DEVOTING TIME TO THE ORGANIZATION, AND REPORTS THESE REIMBURSEMENTS AS WAGE, BENEFIT, AND PAYROLL TAX EXPENSES ON FORM 990, PART IX, LINES 5-10. AS SUCH, IT IS ALSO REPORTING THE NUMBER OF EMPLOYEES REFLECTED IN THAT COMPENSATION ON FORM 990, PART V, LINE 2A. IN ADDITION, THE ORGANIZATION ALSO CONFIRMS WITH TPF THAT ALL RELATED REQUIRED FEDERAL PAYROLL TAX FILINGS HAVE BEEN MADE; THEREFORE, FORM 990, PART V, LINE 2B IS ANSWERED AS YES. FORM 990, PART VI, SECTION A, LINE 2 EXECUTIVE DIRECTOR BRIAN HALLORAN AND 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, A RELATED 501(C)(3) PUBLIC CHARITY, 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 PREPARED THE FORM 990 BASED UPON THE INFORMATION PROVIDED BY MEMBERS OF THE FINANCE TEAM. ONCE THE RETURN IS PREPARED, IT IS REVIEWED BY THE TPF FINANCE TEAM ALONG WITH EXECUTIVE MANAGEMENT BEFORE BEING PROVIDED TO THE TPF 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 B, LINE 15 THE TRUST DOES NOT COMPENSATE ANY PERSON MEETING THE IRS DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER, OR KEY EMPLOYEE. 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 THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 475425277 SUPPORT THE PHILADELPHIA FOUNDATION DE 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0