Civic Intelligence

The Halloran Foundation

990PF • Fiscal year 2021 • EIN 25-6885444

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
1001 Conshohocken State Road 1-202West Conshohocken, PA 19428

(610) 260-1555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$116,064

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

92nd percentile

57%

Faster asset growth than 92% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

234%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,782,772

Up $2,472,413 (+57%) from 2020

Net Assets

Up

$6,782,772

Up $2,472,413 (+57%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin96th percentile

Revenue

Up

$5,494,298

Up $3,849,399 (+234%) from 2020

Expenses

Down

$488,155

Down $62,262 (-11%) from 2020

Net Income

Up

$5,006,143

Up $3,911,661 (+357%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,700,344Liabilities 2011: $974,290Net Assets 2011: $2,726,0542011Assets 2012: $3,519,745Liabilities 2012: $881,790Net Assets 2012: $2,637,9552012Assets 2013: $4,907,597Liabilities 2013: $714,290Net Assets 2013: $4,193,3072013Assets 2014: $5,069,717Liabilities 2014: $621,790Net Assets 2014: $4,447,9272014Assets 2015: $5,225,867Liabilities 2015: $529,290Net Assets 2015: $4,696,5772015Assets 2016: $5,070,457Liabilities 2016: $436,790Net Assets 2016: $4,633,6672016Assets 2017: $4,933,104Liabilities 2017: $471,165Net Assets 2017: $4,461,9392017Assets 2018: $4,918,979Liabilities 2018: $535,133Net Assets 2018: $4,383,8462018Assets 2019: $3,330,175Liabilities 2019: $114,290Net Assets 2019: $3,215,8852019Assets 2020: $4,310,359Liabilities 2020: $0Net Assets 2020: $4,310,3592020Assets 2021: $6,782,772Liabilities 2021: $0Net Assets 2021: $6,782,7722021Assets 2022: $6,317,769Liabilities 2022: $0Net Assets 2022: $6,317,7692022Assets 2023: $6,680,656Liabilities 2023: $0Net Assets 2023: $6,680,6562023Assets 2024: $6,904,995Liabilities 2024: $0Net Assets 2024: $6,904,9952024

Highlighted filing

2021

Assets$6,782,772
Liabilities$0
Net Assets$6,782,772
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $1,606,9302011Expenses 2012: $1,304,2642012Revenue 2013: $3,020,030Expenses 2013: $1,464,228Net Income 2013: $1,555,8022013Revenue 2014: $1,703,493Expenses 2014: $1,462,038Net Income 2014: $241,4552014Revenue 2015: $1,441,659Expenses 2015: $1,205,634Net Income 2015: $236,0252015Revenue 2016: $895,142Expenses 2016: $958,052Net Income 2016: -$62,9102016Revenue 2017: $531,376Expenses 2017: $703,104Net Income 2017: -$171,7282017Revenue 2018: $599,616Expenses 2018: $677,709Net Income 2018: -$78,0932018Revenue 2019: $403,459Expenses 2019: $581,473Net Income 2019: -$178,0142019Revenue 2020: $1,644,899Expenses 2020: $550,417Net Income 2020: $1,094,4822020Revenue 2021: $5,494,298Expenses 2021: $488,155Net Income 2021: $5,006,1432021Revenue 2022: $308,049Expenses 2022: $537,067Net Income 2022: -$229,0182022Revenue 2023: $819,847Expenses 2023: $457,037Net Income 2023: $362,8102023Revenue 2024: $703,906Expenses 2024: $398,540Net Income 2024: $305,3662024

Highlighted filing

2021

Revenue$5,494,298
Expenses$488,155
Net Income$5,006,143
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN FERNANDES-HALLORANExecutive DirectorFT$83,365$32,699$116,064
J ANTHONY CARRTrusteePT$53,297$16,217$69,514
NEIL HALLORANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Halloran Foundation
EIN
25-6885444
Phone
6102601555
Address
1001 CONSHOHOCKEN STATE ROAD 1-202, WEST CONSHOHOCKEN, PA 19428

Signing Officer

Name
Harry Halloran Jr
Title
Trustee
Phone
6102601555
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Baldwin Family Office LLC
Address
100 FOUR FALLS CORPORATE CENTER, SUITE 2, WEST CONSHOHOCKEN, PA 19428
Preparer
Eric T Meck Managing Director
Phone
6102601555
Raw XML AppendixShowing 400 of 439 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0368917
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0368917
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01001 CONSHOHOCKEN STATE ROAD 1-202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST CONSHOHOCKEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019428
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109404420
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.HALLORANPHILANTHROPIES.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DEVELOPING A PROGRAM TO EXPAND IMPACT INVESTING AND EDUCATION. THE HALLORAN FOUNDATION SUPPORTED A PROGRAM TO ADVANCE IMPACT INVESTING. THE PROGRAM IS DESIGNED TO EXPAND THE IMPACT INVESTING, EDUCATIONAL ADVOCACY AND ECONOMIC DEVELOPMENT AND MONITORING. OUR WORK DRIVES SOCIAL CHANGE BY INVESTING IN AND CONNECTING SOCIAL ENTREPRENEURS AND INNOVATORS TO HELP ADDRESS SOME OF THE WORLD'S MOST PRESSING PROBLEMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0DEVELOPING A LOCALIZED ENTREPRENEURIAL ECOSYSTEM IN BRADFORD, PA. THE HALLORAN FOUNDATION HAS COORDINATED WITH LOCAL, STATEWIDE AND NATIONAL PARTNERS INCLUDING THE UNIVERSITY OF PITTSBURGH, THE BRADFORD AREA ALLIANCE, BEN FRANKLIN TECHNOLOGY PARTNERS AND THE WATSON INSTITUTE TO DEVELOP EDUCATIONAL, PARTICIPATORY AND INVESTMENT OPPORTUNITIES FOR THE RESIDENTS OF MCKEAN COUNTY, PA. THE HALLORAN FOUNDATION HAS SUPPORTED THE DEVELOPMENT OF AN ANNUAL ENTREPRENEURIAL WEEKEND TRAINING AND A CREDIT-BEARING, SEMESTER-LONG ENTREPRENEURIAL PROGRAM FOR UNIVERSITY OF PITTSBURGH STUDENTS. THE HALLORAN FOUNDATION HAS COORDINATED WITH BEN FRANKLIN TECHNOLOGY PARTNERS AND THE BRADFORD AREA ALLIANCE TO LAUNCH THE BRIGHT BRADFORD FUND, HELD AT BEN FRANKLIN TECHNOLOGY PARTNERS THAT SPECIALIZES IN INVESTING IN BRADFORD-BASED TECHNOLOGY-FOCUSED BUSINESSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0SUPPORTING THE DEVELOPMENT OF A PLATFORM FOR THE PHILADELPHIA AREA IMPACT INVESTING ECOSYSTEM. THE HALLORAN FOUNDATION SUPPORTS THE DEVELOPMENT OF OPTIMPACT, A SAS PLATFORM DEVELOPED TO SUPPORT AND GROW REGIONAL COMMUNITIES INVOLVED IN MAKING SOCIAL CHANGE THROUGH INVESTMENT IN IMPACT OPPORTUNITIES. THE OPPORTUNITIES INCLUDE IMPACT-FUNDS, PROJECTS, BUSINESSES, OR THE ACTIVITIES OF MINORITY ENTREPRENEURS. OPTIMPACT CATALYZES THE FLOW OF CAPITAL TO THESE OPPORTUNITIES TO MAXIMIZE THEIR SOCIAL AND ENVIRONMENTAL IMPACTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0DEVELOPING IMPACT INVESTING OPPORTUNITIES FOR UNDERREPRESENTED COMMUNITIES IN PHILADELPHIA. THE HALLORAN FOUNDATION HAS SUPPORTED FUND MANAGERS AND ENTREPRENEURS FROM UNDERINVESTED COMMUNITIES BY FACILITATING OPPORTUNITIES FOR THEM TO FIND INVESTMENT AND DEVELOPING RESOURCES TO SUPPORT THEIR EARLY STAGE VENTURES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt028424
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt024741
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0151663
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt093433
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0368917
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0379184
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0299116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0313391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0345401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0388508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0644417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0634150
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01346416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0299116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0313391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0345401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0388508
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0368917
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01980566
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01990833
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HARRY R HALLORAN JR CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HARRY R HALLORAN AND CATHERINE BANO
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1HARRY R HALLORAN AND CATHERINE BANO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01835 MARKET STREET NO 2410
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1100 FOUR FALLS CORP CENTER - STE 20
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2100 FOUR FALLS CORP CENTER - STE 20
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PHILADELPHIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1WEST CONSHOHOCKEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2WEST CONSHOHOCKEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd119428
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd219428
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0450000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1260329
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt23156000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum03
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03156000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PARTNERSHIP INTEREST - LEGACY VENTURES 6
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-03-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01084
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03584
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02532730
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN MARKET VALUE AND BOOK VALUE OF DONATED LEGACY VENTURES VI
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT (ACCOUNTS PAYABLE)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VII, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PASSTHROUGH OF OTHER DEDUCTIONS - LEGACY VENTURES VI, LLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PASSTHROUGH OF OTHER DEDUCTIONS - SOCIAL ENTREPRENEURS FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MARKETING/PUBLICATIONS/COMMUNICATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt33324
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt412946
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023005
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115760
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt29258
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt33324
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41387
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023005
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115760
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt29258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36648
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt414333
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03558
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11751
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2127
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLOC. OF INCOME FROM LEGACY VII K-1(PASSIVE INCOME)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ALLOC. OF INCOME FROM LEGACY VENTURE VI K-1(PASSIVE INCOME)
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ROYALTIES (BOOK SALES)
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03558
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11751
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2127
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03558
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11751
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03333
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PAYROLL PROCESSING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01666
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11977
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01667
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt021302
TaxesSchedule/TaxesDetail/Amt1474
TaxesSchedule/TaxesDetail/Amt21278
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF AND 990-T PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES - LEGACY VENTURES VI (PASSTHROUGH FROM K-1)
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES - LEGACY VENTURES VII (PASSTHROUGH FROM K-1)
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,782,772
Liabilities
$0
Net assets
$6,782,772
Revenue
$5,494,298
Expenses
$488,155
Net income
$5,006,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.70$0.40$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.82$0.46$0.36
2022Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.31$0.54$0.23
2021Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$5.49$0.49$5.01
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$1.64$0.55$1.09
2019Detailed filing. Detailed filing data is available for this year.$3.33$0.11$3.22$0.40$0.58$0.18
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.54$4.38$0.60$0.68$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.93$0.47$4.46$0.53$0.70$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.07$0.44$4.63$0.90$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.23$0.53$4.70$1.44$1.21$0.24
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.62$4.45$1.70$1.46$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.91$0.71$4.19$3.02$1.46$1.56
2012Detailed filing. Detailed filing data is available for this year.$3.52$0.88$2.64$1.30
2011Detailed filing. Detailed filing data is available for this year.$3.70$0.97$2.73$1.61