THE HALPERIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-25
- IRS object ID
- 202403309349100420
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-25T17:46:56-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10440 N CENTRAL EXPRESSWAY STE 1040 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752294319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALPERIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAGMAR BYERS | InCareOfNm |
| Business Name Control | HALP | BusinessNameControlTxt |
| Phone | 2145283500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 W AIRPORT FREEWAY | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HALPERIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2145283500 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE E BERNSTIEN | PreparerPersonNm |
| PTIN | P01424343 | PTIN |
| Phone | 2147060840 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,970,349 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,160,390 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $300,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $300,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,904,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,459,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,904,719 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$17,606 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$17,606 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,362,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,202,003 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,624 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,624 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,218 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,109 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,109 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $5,765 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,765 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $47,594 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $126,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126,404 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $189,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,902 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,733 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,551,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,551,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,740,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,902 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,733 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,551,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,621,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,065,101 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,065 | CashBOYAmt |
| Cash EOY | $778,083 | CashEOYAmt |
| Cash EOYFMV | $778,083 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,348,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,802,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,382,496 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $802,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $802,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $802,890 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,189,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,390,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,970,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,189,557 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,390,075 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,189,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,390,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,189,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,390,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,189,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,621,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,401,935 | OtherIncreasesAmt |
| Subtotal | $14,213,111 | SubtotalAmt |
| Other Decreases | $2,823,036 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,390,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ST GAIN FROM K-1 | 2023-12-31 | $2,571 | -$2,571 | -$2,571 | |
| LT GAIN FROM K-1 | 2023-12-31 | $177,359 | -$177,359 | -$177,359 | |
| LT GAIN FROM FIDELITY | 2023-12-31 | $374,365 | $3,084,649 | $3,084,649 | $3,459,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,904,719 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,605 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,605 | SubtotalAmt |
| Tax Based On Investment Income | $42,605 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $52,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $52,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,483 | EsPenaltyAmt |
| Overpayment | $6,912 | OverpaymentAmt |
| Applied To ES Tax | $6,912 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAGMAR BYERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2145283500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 W AIRPORT FREEWAY | AddressLine1Txt |
| City | dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES HALPERIN | ||||||||
| 2801 W AIRPORT FREEWAY | Dallas | TX | 75261 | PRESIDENT | 0 | $0 | $0 | $0 |
| MARJORIE HALPERIN | ||||||||
| 2801 W AIRPORT FREEWAY | Dallas | TX | 75261 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| SHARON HALPERIN | ||||||||
| 2801 W AIRPORT FREEWAY | Dallas | TX | 75261 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,400,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $809,970 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,400,065 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,400,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $996,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,404,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,270,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,270,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,605 | TotalTaxAmt |
| Distributable Before Adj | $3,227,598 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,227,598 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,227,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,551,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,551,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,227,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,900,404 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,551,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,551,545 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Taxable2 | $348,859 | Taxable2Amt |
| Undistributed Income CY | $3,227,598 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES HALPERIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALCOR | ||||||
| 7895 E Acoma Drive Suite 110 | Scottsdale | AZ | 85260 | PC | GENERAL SUPPORT | $450,000 |
| AMERICAN NUMISMATIC ASSOCIATION | ||||||
| 818 North Cascade Ave | Colorado Springs | CO | 80903 | PC | GENERAL SUPPORT | $25,000 |
| ANITA N MARTINEZ BALLET FOLKLORICO | ||||||
| 4422 Live Oak St | DALLAS | TX | 75204 | PC | GENERAL SUPPORT | $2,500 |
| BECKLES DANCING COMPANY | ||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $5,000 |
| ARTS MISSION OAK CLIFF | ||||||
| 410 S Windomere Ave | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $5,000 |
| AUGUSTINE JALOMO | ||||||
| 2801 W AIRPORT FREEWAY | DALLAS | TX | 75261 | I | GENERAL SUPPORT | $1,000 |
| B MOORE DANCE | ||||||
| 622 Dogwood Trl | DALLAS | TX | 75224 | PC | GENERAL SUPPORT | $5,000 |
| BALLET NORTH TEXAS | ||||||
| 10675 E NW Hwy Suite 2400 | DALLAS | TX | 75238 | PC | GENERAL SUPPORT | $2,500 |
| BELKNAP MINISTRIES | ||||||
| 2019 N Masters Dr | DALLAS | TX | 75217 | PC | GENERAL SUPPORT | $5,000 |
| BISHOP ARTS THEATRE CENTER | ||||||
| 215 S Tyler St | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $2,500 |
| BOOKER T WASHINGTON HSPVA ADVISORY | ||||||
| PO BOX 192648 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $25,000 |
| BRUCE WOOD DANCE DALLAS | ||||||
| 101 Howell St | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $1,092,397 |
| BUSINESS COUNCIL FOR THE ARTS | ||||||
| 2700 Commerce St Suite 100A | DALLAS | TX | 75226 | PC | GENERAL SUPPORT | $13,125 |
| CHAMBERLAIN BALLET | ||||||
| 1404 Gables Court Suite 101 | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $5,000 |
| CHARLES M SCHULZ MUSEUM | ||||||
| 2301 Hardies Ln | SANTA ROSA | CA | 95403 | PC | GENERAL SUPPORT | $6,000 |
| CUMMUNITY DOES IT | ||||||
| 1639 S Buckner Blvd 125 | DALLAS | TX | 75217 | PC | GENERAL SUPPORT | $500 |
| CRYSTAL BRIDGES MUSEUM | ||||||
| 600 Museum Way | Bentonville | AR | 72712 | PC | GENERAL SUPPORT | $10,000 |
| DALLAS ARTS DISTRICT | ||||||
| 750 N St Paul Street Suite 1630 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,000 |
| DALLAS CONTEMPORARY | ||||||
| 161 Glass St | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $15,000 |
| DALLAS PRIDE | ||||||
| 1300 Robert B Cullum Blvd | DALLAS | TX | 75210 | PC | GENERAL SUPPORT | $3,000 |
| DALLAS THEATER CENTER | ||||||
| 2400 Flora St | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,000 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA | ||||||
| 204 N Wymore Rd | WINTER PARK | FL | 32789 | PC | GENERAL SUPPORT | $2,000 |
| FIRST UNITARIAN CHURCH OF DALLAS | ||||||
| 4015 Normandy Ave | DALLAS | TX | 75205 | PC | GENERAL SUPPORT | $22,000 |
| FOREST FORWARD | ||||||
| 1918 Martin Luther King Jr Blvd | DALLAS | TX | 75215 | PC | GENERAL SUPPORT | $5,000 |
| GFT CHARITY | ||||||
| 445 FM1382 | CEDAR HILL | TX | 75104 | PC | GENERAL SUPPORT | $1,000 |
| GRAMEEN AMERICA INC | ||||||
| 1460 Broadway | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $100,000 |
| IAIA FOUNDATION | ||||||
| 83 Avan Nu Po Road | SANTA FE | NM | 87508 | PC | GENERAL SUPPORT | $5,000 |
| KITCHEN DOG THEATER | ||||||
| 4774 Algiers St | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $2,500 |
| LAR LUBOVICH DANCE COMPANY | ||||||
| 315 W 39th St Studio 1500 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $3,500 |
| LU FAMILY FUND | ||||||
| 5109 Runnin River Dr | PLANO | TX | 75093 | PF | GENERAL SUPPORT | $2,500 |
| MIDDLESEX SCHOOL | ||||||
| 1400 Lowell Rd | Concord | MA | 01742 | PC | GENERAL SUPPORT | $30,000 |
| MIKEY'S PLACE | ||||||
| 314-338 Garden St | Wethersfield | CT | 06109 | PC | GENERAL SUPPORT | $261,100 |
| NATIONAL MS SOCIETY | ||||||
| 1750 Valley View Ln Ste 125 | FARMERS BRANCH | TX | 75234 | PC | GENERAL SUPPORT | $2,500 |
| NEW YORK PUBLIC RADIO | ||||||
| PO Box 1550 | NEW YORK | NY | 10116 | PC | GENERAL SUPPORT | $25,000 |
| NEXUS RECOVERY CENTER | ||||||
| 8733 La Prada Dr | DALLAS | TX | 75228 | PC | GENERAL SUPPORT | $25,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 Huntington Ave | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $1,253 |
| OVER THE BRIDGE ARTS | ||||||
| 1307 Kings Highway | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $2,500 |
| RESOURCE CENTER | ||||||
| 5750 Cedar Springs Rd | DALLAS | TX | 75235 | PC | GENERAL SUPPORT | $150,000 |
| SAMMONS CENTER FOR THE ARTS | ||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $25,000 |
| SCOTT MURAY SCHOLARSHIP FUND | ||||||
| PO Box 190434 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $9,000 |
| SCOTTISH RITE HOSPITAL | ||||||
| 3800 Gaylord Parkway Suite 850 | FRISCO | TX | 75034 | PC | GENERAL SUPPORT | $25,000 |
| SECOND THOUGHT THEATRE | ||||||
| 3400 Blackburn St | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $2,500 |
| SHELTON SCHOOL | ||||||
| 17301 Preston Rd | DALLAS | TX | 75252 | PC | GENERAL SUPPORT | $100,000 |
| ST JUDE CHAPEL | ||||||
| 1521 Main St | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $2,500 |
| STANDISH FOUNDATION FOR CHILDREN | ||||||
| 2303 Ranch Rd 620 S 160-217 | AUSTIN | TX | 78734 | PC | GENERAL SUPPORT | $1,000 |
| TACA | ||||||
| 17752 Sky Park Cir Ste 140 | IRVINE | CA | 92614 | PC | GENERAL SUPPORT | $11,500 |
| TEATRO DALLAS | ||||||
| 1230 River Bend Dr 111 | DALLAS | TX | 75247 | PC | GENERAL SUPPORT | $2,500 |
| THE FLAME FOUNDATION AND DALLAS FLAMENCO FESTIVAL | ||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $2,500 |
| THE LINKS FOUDNATION DALLAS | ||||||
| PO Box 191003 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $20,740 |
| THE MIDNIGHT MISSION | ||||||
| 601 San Pedro St | LOS ANGELES | CA | 90014 | PC | GENERAL SUPPORT | $2,000 |
| THE WELL COMMUNITY | ||||||
| 821 Custer Rd | RICHARDSON | TX | 75080 | PC | GENERAL SUPPORT | $500 |
| TITAS | ||||||
| 00 N Pearl St Suite 1800 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,680 |
| TMJ DANCE PROJECT | ||||||
| 2412 W Kiest Blvd Ste B | DALLAS | TX | 75233 | PC | GENERAL SUPPORT | $2,500 |
| TURTLE CREEK CHORALE | ||||||
| 3630 Harry Hines Blvd Ste 306 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $4,250 |
| UNITED WAY OF TARRANT COUNTY | ||||||
| 201 N Rupert St Suite 107 | FORT WORTH | TX | 76107 | PC | GENERAL SUPPORT | $2,500 |
| VERDYGRIS MUSIC ENSEMBLE | ||||||
| 3630 Harry Hines Blvd Box 45 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $2,500 |
| NASHER SCULPTURE CENTER | ||||||
| 2001 Flora St | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,551,545 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,199 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $300,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,904,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$17,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,202,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,202,003 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | james halperin | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5933 st andrews drive | AddressLine1Txt |
| City | dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,160,390 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | AMGEN, STARBUCKS AND YUM BRANDS STOCK | NoncashPropertyDesc |
| Fair Market Value | $3,160,390 | FairMarketValueAmt |
| Received | 2023-12-26 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $6,880 | BOYBookValueAmt |
| EOY Book Value | $6,880 | EOYBookValueAmt |
| EOYFMV | $6,880 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST AND FMV DIFFERENCE - DONATED STOCK | $1,268,136 |
| BANK RECONCILIATION | $1,554,900 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEE | $61 | $61 |
| DEDUCTIONS 3RODEO VENTURE II | $143 | $143 |
| DEDUCTIONS AKKADIAN II K-1 | $194 | $194 |
| DEDUCTIONS AKKADIAN III K-1 | $1,168 | $1,168 |
| DEDUCTION ATINC II | $56,096 | $56,096 |
| DEDUCTION DESIGNER FUND II | $13,815 | $13,815 |
| DEDUCTION AKKADIAN V K-1 | $5,452 | $5,452 |
| DEDUCTION ANCHOR ATINC SPV | $49,475 | $49,475 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM RESILIENT VENTURE | $372 | $372 |
| RENTAL INCOME FROM MAISON RESIDENTIAL | ||
| OTHER INCOME FROM ANCHOR ATINC SPV | -$17,978 | -$17,978 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BANK RECONCILIATION | $613,800 |
| OTHER INCREASE | $788,135 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX PAID |
| FOREIGN TAX PAID |
Comments