THE HALPERIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349105271
- Schema version
- 2022v5.0
- 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 | 2023-11-15T13:22:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | HALPERIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE E BERNSTIEN | PreparerPersonNm |
| PTIN | P01424343 | PTIN |
| Phone | 2147060840 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,752,025 | 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 | $4,871,520 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,406 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $272,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $272,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,106,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,292,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,106,926 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $167,083 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $167,083 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,427,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,555,954 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,016 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $2,066 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,066 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $42,672 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $125,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125,071 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $173,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,016 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,658,808 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,658,808 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,832,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,016 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,658,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,594,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,428,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $802,219 | CashBOYAmt |
| Cash EOY | $31,065 | CashEOYAmt |
| Cash EOYFMV | $31,065 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,076,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,348,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,911,190 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,095,000 | 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 | $7,980,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,189,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,752,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,980,867 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,189,557 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,980,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,189,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,980,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,189,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,980,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,594,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,563,451 | OtherIncreasesAmt |
| Subtotal | $15,139,159 | SubtotalAmt |
| Other Decreases | $5,949,602 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,189,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LT CAPITAL GAIN | D | 2022-12-31 | $3,172,769 | $148,078 | $3,024,691 | $3,024,691 |
| LT CAPITAL GAIN FROM K-1 | 2022-12-31 | $37,983 | -$37,983 | -$37,983 | ||
| ST CAPITAL GAIN FROM K-1 | 2022-12-31 | $120,218 | $120,218 | $120,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,106,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,661 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,661 | SubtotalAmt |
| Tax Based On Investment Income | $47,661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,011 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $47,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $48,011 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,944 | EsPenaltyAmt |
| Tax Due | $1,594 | TaxDueAmt |
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 | $58,850,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $955,825 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,973,581 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,973,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $899,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,073,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,953,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,953,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,661 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,661 | TotalTaxAmt |
| Distributable Before Adj | $2,906,038 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,906,038 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,906,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,658,808 | 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 | $2,658,808 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,906,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,653,174 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,658,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,653,174 | AppliedToYear1Amt |
| Applied To Current Year | $5,634 | AppliedToCurrentYearAmt |
| 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $2,900,404 | 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 (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMON CARTER MUSEUM OF AMERICAN ART | |||||||||||
| 3501 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | supporting organization | PC | general support | $25,000 | ||||
| Bruce Wood Dance Company | |||||||||||
| 101 Howell St | dallas | TX | 75207 | supporting organization | PC | general support | $283,131 | ||||
| AMERICAN NUMISMATIC ASSOCIATION | |||||||||||
| 818 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | supporting organization | PC | general support | $45,000 | ||||
| AIDS SERVICES OF DALLAS | |||||||||||
| 400 S Zang Blvd Ste 210 | DALLAS | TX | 75208 | supporting organization | PC | general support | $5,000 | ||||
| Middlesex School | |||||||||||
| 1400 Lowell Rd | Concord | MA | 01742 | supporting organization | PC | general support | $30,000 | ||||
| AIN | |||||||||||
| 3939 E GRAND AVE | dallas | TX | 75210 | supporting organization | PC | general support | $5,000 | ||||
| FIRST UNITARIAN CHURCH | |||||||||||
| 4015 Normandy Ave | DALLAS | TX | 75205 | supporting organization | PC | general support | $31,500 | ||||
| ANITA N MARTINEZ BALLET FOLKLORICO | |||||||||||
| 4422 LIVE OAK ST | DALLAS | TX | 75204 | supporting organization | PC | general support | $5,000 | ||||
| ALLEN INSTITUTE | |||||||||||
| 615 Westlake Ave North | Seattle | WA | 98109 | supporting organization | PC | general support | $10,000 | ||||
| B MOORE DANCE | |||||||||||
| N/A | DALLAS | TX | 75231 | supporting organization | PC | general support | $5,000 | ||||
| AMERICAN NUMISMATIC SOCIETY | |||||||||||
| 75 Varick Street 11th Floor | NEW YORK | NY | 10013 | supporting organization | PC | general support | $25,000 | ||||
| CHAMBERLAIN BALLET | |||||||||||
| 3003 W 15TH ST | PLANO | TX | 75075 | supporting organization | PC | general support | $2,000 | ||||
| ARGA NOVA DANCE | |||||||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | supporting organization | PC | general support | $10,000 | ||||
| ARTS MISSION OAK CLIFF | |||||||||||
| 410 S Windomere Ave | DALLA | TX | 75208 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| BISHOP ARTS THEATRE CENTER | |||||||||||
| 215 S Tyler St | DALLAS | TX | 75208 | supporting organziation | PC | general support | $2,500 | ||||
| YMCA | |||||||||||
| 8920 STULTS RD | DALLAS | TX | 75243 | supporting organization | PC | general support | $15,000 | ||||
| DALLAS MUSEUM OF ART | |||||||||||
| 1717 N Harwood St | DALLAS | TX | 75201 | supporting organization | PC | general support | $35,000 | ||||
| NEXUS RECOVERY CENTER INC | |||||||||||
| 8733 La Prada Dr | DALLAS | TX | 75228 | supporting organization | PC | general support | $125,000 | ||||
| CARA MIA THEATRE | |||||||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | supporting organization | PC | general support | $10,000 | ||||
| TITAS | |||||||||||
| 700 N Pearl St N1800 | dallas | TX | 75201 | supporting organization | PC | general support | $4,575 | ||||
| CHARLES M SCHULZ MUSEUM | |||||||||||
| 2301 Hardies Ln | SANTA ROSA | CA | 95403 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| RESOURCE CENTER OF DALLAS | |||||||||||
| PO BOX 190869 | DALLAS | TX | 75219 | supporting organization | PC | GENERAL SUPPORT | $150,000 | ||||
| SAMMONS CENTER FOR THE ARTS | |||||||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | supporting organization | PC | GENERAL SUPPORT | $100,000 | ||||
| COMMUNITY PARTNERS OF DALLAS | |||||||||||
| 7950 Elmbrook Dr | DALLAS | TX | 75247 | supporting organization | PC | GENERAL SUPPORT | $10,000 | ||||
| DALLAS ARBORETUM | |||||||||||
| 8525 Garland Rd | DALLAS | TX | 75218 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $1,000 | ||||
| KERA | |||||||||||
| 3000 Harry Hines Boulevard | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $200,000 | ||||
| DALLAS ART DISTRICT | |||||||||||
| 750 N St Paul Street Suite 1630 | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $6,000 | ||||
| NASHER SCULPTURE CENTER | |||||||||||
| 2001 Flora St | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| NORMAN ROCKWELL MUSEUM | |||||||||||
| 9 Glendale Rd | Stockbridge | MA | 01262 | supporting organization | PC | general support | $225,000 | ||||
| DALLAS LIFE | |||||||||||
| 1100 Cadiz St | DALLAS | TX | 75215 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $20,000 | ||||
| PEROT MUSEUM | |||||||||||
| 2201 N Field St | DALLAS | TX | 75201 | supporting organization | PC | general support | $10,000 | ||||
| PLANNED PARENTHOOD SOUTH EAST & NORTH FL | |||||||||||
| 2300 North Florida Mango Road | West Palm Beach | FL | 33409 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $25,000 | ||||
| DALLAS THEATER CENTER | |||||||||||
| 2400 Flora Street | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $2,500 | ||||
| DALLAS WINDS | |||||||||||
| PO Box 140398 | DALLAS | TX | 75214 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $2,500 | ||||
| SCOTTISH RITE HOSPITAL | |||||||||||
| 2222 Welborn Street | DALLAS | TX | 75219 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $50,000 | ||||
| SHELTON SCHOOL | |||||||||||
| 17301 Preston Rd | DALLAS | TX | 75252 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $120,000 | ||||
| DONORS CHOOSE | |||||||||||
| 134 West 37th Street 11th Floor | NEW YORK | NY | 10018 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| TACA | |||||||||||
| 1722 Routh St Suite 800 | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $9,100 | ||||
| Down Syndrome Association of Central Florida | |||||||||||
| 204 N Wymore Rd | WINTER PARK | FL | 32789 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $2,000 | ||||
| GRAMEEN AMERICA INC | |||||||||||
| 211 E 7th Street Suite 620 | AUSTIN | TX | 78701 | supporting organization | general support | $100,000 | |||||
| WITTER COIN SCHOLARSHIP FUND | |||||||||||
| 2299 Lombard St | San Francisco | CA | 94123 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| HERO INITIATIVE | |||||||||||
| 11301 Olympic Blvd 587 | LOS ANGELES | CA | 90064 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| IAIA FOUNDATION | |||||||||||
| 83 Avan Nu Po Road | SANTA FE | NM | 87508 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $2,500 | ||||
| KHAN ACADEMY | |||||||||||
| 1200 Villa St | MOUNTIAN VIEW | CA | 94041 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $100,000 | ||||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||
| 8111 Lyndon B Johnson Fwy 425 | DALLAS | TX | 75240 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| The PALTOWN Development Foundation | |||||||||||
| 969 Diggs Rd | Crownsville | MD | 21032 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| MINERVA EVANS | |||||||||||
| NA | DALLAS | TX | 75231 | I | SCHOLARSHIP | $250 | |||||
| MINERVA UNIVERSITY | |||||||||||
| 14 Mint Plaza Suite 300 | SAN FRANCISCO | CA | 94103 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $200,000 | ||||
| MOPOP | |||||||||||
| 325 5th Ave N | SEATTLE | WA | 98109 | supporting organization | PC | general support | $25,000 | ||||
| MOSAIC FAMILY SERVICES INC | |||||||||||
| 12225 Greenville Ave 800 | dallas | TX | 75243 | supporting organization | PC | general support | $50,000 | ||||
| NAACP | |||||||||||
| 4805 Mt Hope Drive | Baltimore | MD | 21215 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $25,000 | ||||
| NAHRA | |||||||||||
| PO Box 5159 | Fredericksburg | VA | 22403 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| NATIONAL MS SOCIETY | |||||||||||
| 1750 Valley View Ln Ste 125 | FARMERS BRANCH | TX | 75234 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $1,000 | ||||
| NEW BRITAIN MUSEUM | |||||||||||
| 56 Lexington St | NEW BRITAIN | CT | 06052 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| NEW FRIENDS NEW LIFE | |||||||||||
| PO Box 192378 | DALLAS | TX | 75219 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $250 | ||||
| NORTH TEXAS FOOD BANK | |||||||||||
| 3677 Mapleshade Ln | PLANO | TX | 75075 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $120,000 | ||||
| FOR OAK CLIFF | |||||||||||
| 907 E Ledbetter Drive | DALLAS | TX | 75216 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $25,000 | ||||
| PA ALLIANCE FOUNDATION | |||||||||||
| 121 S Broad St Ste 400 | Philadelphia | PA | 19107 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $30,000 | ||||
| PHOENIX HOUSE | |||||||||||
| 2345 Reagan St | DALLAS | TX | 75219 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $50,000 | ||||
| PRISM HEALTH NORTH TEXAS ADMINISTRATION | |||||||||||
| 3900 Junius St 300 | DALLAS | TX | 75246 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| ROCK & ROLL HALL OF FAME | |||||||||||
| 1100 E 9th St | Cleveland | OH | 44114 | SUPPORTING ORGANIZation | PC | general support | $10,000 | ||||
| SALVATION ARMY OF NORTH TEXAS | |||||||||||
| PO Box 36006 | dallas | TX | 75235 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $25,000 | ||||
| SAMARITANS PURSE | |||||||||||
| PO Box 3000 | BOONE | NC | 28607 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| SECOND THOUGHT THEATRE | |||||||||||
| 3400 Blackburn St | DALLAS | TX | 75219 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| SOCIETY OF ILLUSTRATORS | |||||||||||
| 128 East 63rd Street | NEW YORK | NY | 10065 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| STAND TOGETHER TRUST | |||||||||||
| 1320 N Courthouse Road Suite 500 | ARLINGTON | VA | 22201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $50,000 | ||||
| STOMP OUT BULLYING | |||||||||||
| 220 E 57th St Fl 9 Ste G | NEW YORK | NY | 10022 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| TEATRO DALLAS | |||||||||||
| 1230 River Bend Dr 111 | DALLAS | TX | 75247 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| TEXANS FOR THE ARTS | |||||||||||
| PO Box 303203 | AUSTIN | TX | 78703 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $1,000 | ||||
| THE FLAME FOUNDATION DALLAS FLAMENCO | |||||||||||
| 3630 Harry Hines Blvd | dallas | TX | 75219 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $2,500 | ||||
| THE FLORENCE PROJECT | |||||||||||
| PO Box 86299 | TUCSON | AZ | 85754 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| TURNOUT ACTIVISM INC | |||||||||||
| 35 WALDEN ST | CAMBRIDGE | MA | 02140 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $30,000 | ||||
| UKRAINIAN RED CROSS SOCIETY | |||||||||||
| SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $35,000 | 30 Pushkinska St | Kyiv | UP | 01024 | ||||
| UNDERMAIN THEATER | |||||||||||
| 3200 Main St | DALLAS | TX | 75226 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $4,502 | ||||
| UNITED WAY OF TARRANT COUNTY | |||||||||||
| 201 North Rupert Street Suite 107 | FORT WORTH | TX | 76107 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $10,000 | ||||
| VERDIGRIS ENSEMBLE | |||||||||||
| 3630 Harry Hines Blvd Box 45 | DALLAS | TX | 75219 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 | ||||
| VNA MEALS ON WHEELS | |||||||||||
| 1440 W Mockingbird Ln | DALLAS | TX | 75247 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $15,000 | ||||
| WIKIMEDIA FOUNDATION INC | |||||||||||
| 1 Montgomery Street Suite 1600 | SAN FRANCISCO | CA | 94104 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $15,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,658,808 | 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 | $9,406 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $272,539 | 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 | $3,106,926 | 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 | $167,083 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,555,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,555,954 | 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 | $4,871,520 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 21000 SHARES OF APPLE STOCK 1083 SHARES OF BOOKINGS STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,871,520 | FairMarketValueAmt |
| Received | 2022-12-20 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST AND FMV DIFFERENCE - DONATED STOCK | $4,852,371 |
| BANK RECONCILIATION | $300,000 |
| STOCK SALE NOT SHOWN ON BANK STATEMENT | $797,231 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEE | $42 | $42 |
| DEDUCTIONS 3RODEO VENTURE II | $901 | $901 |
| DEDUCTIONS AKKADIAN II K-1 | $180 | $180 |
| DEDUCTIONS AKKADIAN III K-1 | $1,552 | $1,552 |
| DEDUCTION ATINC II | $53,648 | $53,648 |
| DEDUCTION DESIGNER FUND II | $14,595 | $14,595 |
| DEDUCTION AKKADIAN V K-1 | $5,596 | $5,596 |
| DEDUCTION ANCHOR ATINC SPV | $48,557 | $48,557 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM RESILIENT VENTURE | -$22,730 | -$22,730 |
| RENTAL INCOME FROM MAISON RESIDENTIAL | -$4,243 | -$4,243 |
| OTHER INCOME FROM ATINC II | $105,129 | $105,129 |
| OTHER INCOME FROM ANCHOR ATINC SPV | $88,927 | $88,927 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BANK RECONCILIATION | $1,562,400 |
| OTHER INCREASE FROM RESILIENT | $1,051 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX PAID |
| FOREIGN TAX PAID |
Comments