2024-11-13T10:46:33-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 466758450 THE HARRY R HALLORAN JR CHARITABLE TRUST HARR 2155636417 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 2155636417 2024-11-12 1 1 DANIELLE NIHILL P01350943 7819821001 2024-11-12 2023 2024-10-15 13:58:12Z PEDRO A RAMOS 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 11209574 0 X N/A X 2013 PA TO MAKE GRANTS FOR CHARITABLE PURPOSES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 5 4 0 5 17420593 7995239 0 0 0 0 13720378 10227813 0 981761 13720378 11209574 6803639 9482440 0 0 0 0 0 0 0 6130226 2524849 12933865 12007289 786513 -797715 27064452 24124029 2276932 163475 24787520 23960554 TO MAKE CHARITABLE GRANTS AND PURSUE CHARITABLE ACTIVITIES THAT SUPPORT THE MISSION OF THE PHILADELPHIA FOUNDATION. 0 0 9482440 9482440 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. 9482440 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 CHRISTINE CONTI 2158638133 1835 MARKET STREET 2410 PHILADELPHIA PA 19103 PEDRO A RAMOS SECRETARY 1.00 37.30 X X 0 424584 66225 LON GREENBERG CHAIR AS OF 12/2023 1.00 6.20 X X 0 0 0 KATE ALLISON CHAIR THRU 12/2023 1.00 3.40 X X 0 0 0 WILLIAM J BURKE TREASURER 1.00 3.40 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 424584 66225 0 0 1 0 0 10227813 17420593 -7192780 UNRELATED BUSINESS TAX REFUND 900099 981761 981761 981761 11209574 0 17420593 -6211019 9482440 9482440 975 975 14259 14259 88475 88475 594 594 ACCRUED TAXES 2419620 2419620 STATE TAXES AND FEES 926 926 12007289 9482440 2524849 0 4897522 3259772 285073 270799 1985485 1139331 19896372 19454127 27064452 24124029 2076932 88475 200000 75000 2276932 163475 X 6232960 5405994 18554560 18554560 24787520 23960554 27064452 24124029 -797715 -29251 0 X 0 1 X 1 0 X X X 1 THE PHILADELPHIA FOUNDATION 231581832 8 1 9482440 0 1 9482440 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 18554560 C ALTERNATIVE INVESTMENTS 599567 F ALTERNATIVE INVESTMENTS 300000 C 19454127 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 BOSTON LITTLE SAIGON 1443A DORCHESTER AVENUE 2 BOSTON MA 02122 862391149 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT 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 STREET BRADFORD PA 16701 232896048 501(C)(3) 1175000 0 HARVEY L. GOLUBOCK BUSINESS COMPETITION & FUND CHARITIES AID FOUNDATION OF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 22314 431634280 501(C)(3) 43600 0 APP/PLATFORM FOR JOB OPPORTUNITIES, GENERAL OPERATING SUPPORT CREATIVE CAPITAL 15 MAIDEN LANE 18TH FLOOR NEW YORK NY 10038 311605982 501(C)(3) 100000 0 GENERAL OPERATING SUPPORT FRACTURED ATLAS PRODUCTIONS INC PO BOX 55 HARTSDALE NY 10530 113451703 501(C)(3) 65000 0 SIFT MEDIA GUADALUPE CENTER INC 509 HOPE CIRCLE IMMOKALEE FL 34142 592617151 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT IMPACT ASSETS INC 4340 EAST WEST HIGHWAY BETHESDA MD 20814 262048480 501(C)(3) 100000 0 TOTAL IMPACT 2023 IMPACT PHL 4801 S BROAD STREET SUITE 200 PHILADELPHIA PA 19112 831156552 501(C)(3) 100000 0 SOCAP 2022 KENSINGTON CORRIDOR TRUST 3400 J STREET UNIT G-12 PHILADELPHIA PA 19134 842453611 501(C)(3) 400000 0 GENERAL OPERATING SUPPORT KIMBERTON WALDORF SCHOOL PO BOX 350 KIMBERTON PA 19442 231494797 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT LILYPAD PHILLY 1234 S BROAD STREET PHILADELPHIA PA 19146 460546848 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT MERIDIAN INSTITUTE PO BOX 1829 DILLON CO 80435 841435420 501(C)(3) 31200 0 GENERAL OPERATING SUPPORT MOM YOUR BUSINESS 3401 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 822509059 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT NEW ENERGY NEXUS 436 14TH STREET SUITE 1220 OAKLAND CA 94612 261339988 501(C)(3) 75000 0 GENERAL OPERATING SUPPORT PROPEL 30 SHOTWELL STREET 1 SAN FRANCISCO CA 64103 871457736 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10010 133615533 501(C)(3) 104000 0 CREATIVE ECONOMY STUDY AND OTHER PROGRAMMING THE ENTERPRISE CENTER 4548 MARKET STREET PHILADELPHIA PA 19139 232575901 501(C)(3) 60000 0 GENERAL OPERATING SUPPORT THE JOSEPH FUND OF CAMDEN 2907 FEDERAL STREET CAMDEN NJ 08105 204869278 501(C)(3) 100000 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 THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 19103 475425277 501(C)(3) 5000000 1523640 FMV AND APPRAISAL STOCK, PROGRAM RELATED, AND ALTERNATIVE INVESTMENTS SUPPORT AND ESTABLISH PROGRAM RELATED INVESTMENTS UNDER THE CONTROL AND STEWARDSHIP OF THE VISIONS FUND AT THE PHILADELPHIA FOUNDATION THE WELLBEING PROJECT 551 FIFTH AVENUE SUITE 2400 NEW YORK NY 10176 582277856 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT TRUST NEIGHBORHOODS 1737 WALNUT STREET KANSAS CITY MO 64108 852544201 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT UNLOCKING COMMUNITIES 100 N HERMITAGE AVENUE UNIT 704 CHICAGO IL 60612 832060233 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT UNTOURS FOUNDATION PO BOX 405 MEDIA PA 19063 232703497 501(C)(3) 100000 0 PARADIGM SHIFTERS PROGRAM WOMEN IN TRANSITION 718 ARCH STREET SUITE 401N PHILADELPHIA PA 19106 231884534 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT 26 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 423810 0 0 0 774 0 42900 0 23325 0 490809 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 COMPENSATION FROM THE RELATED ORGANIZATION, PEDRO A. RAMOS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH $9,900 WAS CONTRIBUTED DURING THE CALENDAR YEAR 2023. THIS AMOUNT IS INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (C). 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, 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 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 PHILADELPHIA FOUNDATION (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 ORGANIZATION 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 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0