2023-11-15T13:22:32-06:00 2022-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990PF 2022-01-01 752294319 THE HALPERIN FOUNDATION % DAGMAR BYERS HALP 2145283500 2801 W AIRPORT FREEWAY Dallas TX 75261 JAMES HALPERIN OFFICER 2145283500 2023-11-14 true JAMES HALPERIN 999009999 BRUCE E BERNSTIEN P01424343 2147060840 2 2022 2023-04-26 12:10:37Z X X 54752025 X 4871520 9406 9406 272539 272539 3106926 3292987 3106926 167083 167083 8427474 3555954 0 4016 4016 2066 2066 42672 125071 125071 173825 127137 4016 0 2658808 2658808 2832633 127137 4016 2658808 5594841 3428817 802219 31065 31065 6076768 8348722 53911190 1095000 802890 802890 6880 6880 6880 7980867 9189557 54752025 0 0 X 7980867 9189557 7980867 9189557 7980867 9189557 7980867 5594841 1563451 15139159 5949602 9189557 LT CAPITAL GAIN D 2022-12-31 3172769 148078 3024691 3024691 LT CAPITAL GAIN FROM K-1 2022-12-31 37983 -37983 -37983 ST CAPITAL GAIN FROM K-1 2022-12-31 120218 120218 120218 3106926 47661 47661 47661 1011 0 47000 48011 1944 1594 false false false false false false false true true TX true false false false false true DAGMAR BYERS 2145283500 2801 W AIRPORT FREEWAY dallas TX 75261 false false false false false false false false false true false false false false false false false false false false false false 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 58850525 167231 955825 59973581 0 59973581 899604 59073977 2953699 2953699 47661 47661 2906038 2906038 2906038 2658808 0 0 0 0 2658808 2906038 2653174 2020 2019 2018 0 0 0 2658808 2653174 5634 0 0 0 0 0 0 2900404 0 0 JAMES HALPERIN X AMON CARTER MUSEUM OF AMERICAN ART 3501 CAMP BOWIE BLVD FORT WORTH TX 76107 supporting organization PC general support 25000 Bruce Wood Dance Company 101 Howell St dallas TX 75207 supporting organization PC general support 283131 AMERICAN NUMISMATIC ASSOCIATION 818 NORTH CASCADE AVENUE COLORADO SPRINGS CO 80903 supporting organization PC general support 45000 AIDS SERVICES OF DALLAS 400 S Zang Blvd Ste 210 DALLAS TX 75208 supporting organization PC general support 5000 Middlesex School 1400 Lowell Rd Concord MA 01742 supporting organization PC general support 30000 AIN 3939 E GRAND AVE dallas TX 75210 supporting organization PC general support 5000 FIRST UNITARIAN CHURCH 4015 Normandy Ave DALLAS TX 75205 supporting organization PC general support 31500 ANITA N MARTINEZ BALLET FOLKLORICO 4422 LIVE OAK ST DALLAS TX 75204 supporting organization PC general support 5000 ALLEN INSTITUTE 615 Westlake Ave North Seattle WA 98109 supporting organization PC general support 10000 B MOORE DANCE N/A DALLAS TX 75231 supporting organization PC general support 5000 AMERICAN NUMISMATIC SOCIETY 75 Varick Street 11th Floor NEW YORK NY 10013 supporting organization PC general support 25000 CHAMBERLAIN BALLET 3003 W 15TH ST PLANO TX 75075 supporting organization PC general support 2000 ARGA NOVA DANCE 3630 Harry Hines Blvd DALLAS TX 75219 supporting organization PC general support 10000 ARTS MISSION OAK CLIFF 410 S Windomere Ave DALLA TX 75208 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 BISHOP ARTS THEATRE CENTER 215 S Tyler St DALLAS TX 75208 supporting organziation PC general support 2500 YMCA 8920 STULTS RD DALLAS TX 75243 supporting organization PC general support 15000 DALLAS MUSEUM OF ART 1717 N Harwood St DALLAS TX 75201 supporting organization PC general support 35000 NEXUS RECOVERY CENTER INC 8733 La Prada Dr DALLAS TX 75228 supporting organization PC general support 125000 CARA MIA THEATRE 3630 Harry Hines Blvd DALLAS TX 75219 supporting organization PC general support 10000 TITAS 700 N Pearl St N1800 dallas TX 75201 supporting organization PC general support 4575 CHARLES M SCHULZ MUSEUM 2301 Hardies Ln SANTA ROSA CA 95403 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 RESOURCE CENTER OF DALLAS PO BOX 190869 DALLAS TX 75219 supporting organization PC GENERAL SUPPORT 150000 SAMMONS CENTER FOR THE ARTS 3630 HARRY HINES BLVD DALLAS TX 75219 supporting organization PC GENERAL SUPPORT 100000 COMMUNITY PARTNERS OF DALLAS 7950 Elmbrook Dr DALLAS TX 75247 supporting organization PC GENERAL SUPPORT 10000 DALLAS ARBORETUM 8525 Garland Rd DALLAS TX 75218 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 1000 KERA 3000 Harry Hines Boulevard DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 200000 DALLAS ART DISTRICT 750 N St Paul Street Suite 1630 DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 6000 NASHER SCULPTURE CENTER 2001 Flora St DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 NORMAN ROCKWELL MUSEUM 9 Glendale Rd Stockbridge MA 01262 supporting organization PC general support 225000 DALLAS LIFE 1100 Cadiz St DALLAS TX 75215 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 20000 PEROT MUSEUM 2201 N Field St DALLAS TX 75201 supporting organization PC general support 10000 PLANNED PARENTHOOD SOUTH EAST & NORTH FL 2300 North Florida Mango Road West Palm Beach FL 33409 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 25000 DALLAS THEATER CENTER 2400 Flora Street DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 2500 DALLAS WINDS PO Box 140398 DALLAS TX 75214 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 2500 SCOTTISH RITE HOSPITAL 2222 Welborn Street DALLAS TX 75219 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 50000 SHELTON SCHOOL 17301 Preston Rd DALLAS TX 75252 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 120000 DONORS CHOOSE 134 West 37th Street 11th Floor NEW YORK NY 10018 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 TACA 1722 Routh St Suite 800 DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 9100 Down Syndrome Association of Central Florida 204 N Wymore Rd WINTER PARK FL 32789 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 2000 GRAMEEN AMERICA INC 211 E 7th Street Suite 620 AUSTIN TX 78701 supporting organization general support 100000 WITTER COIN SCHOLARSHIP FUND 2299 Lombard St San Francisco CA 94123 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 HERO INITIATIVE 11301 Olympic Blvd 587 LOS ANGELES CA 90064 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 IAIA FOUNDATION 83 Avan Nu Po Road SANTA FE NM 87508 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 2500 KHAN ACADEMY 1200 Villa St MOUNTIAN VIEW CA 94041 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 100000 LEUKEMIA & LYMPHOMA SOCIETY 8111 Lyndon B Johnson Fwy 425 DALLAS TX 75240 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 The PALTOWN Development Foundation 969 Diggs Rd Crownsville MD 21032 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 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 200000 MOPOP 325 5th Ave N SEATTLE WA 98109 supporting organization PC general support 25000 MOSAIC FAMILY SERVICES INC 12225 Greenville Ave 800 dallas TX 75243 supporting organization PC general support 50000 NAACP 4805 Mt Hope Drive Baltimore MD 21215 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 25000 NAHRA PO Box 5159 Fredericksburg VA 22403 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 NATIONAL MS SOCIETY 1750 Valley View Ln Ste 125 FARMERS BRANCH TX 75234 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 1000 NEW BRITAIN MUSEUM 56 Lexington St NEW BRITAIN CT 06052 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 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 120000 FOR OAK CLIFF 907 E Ledbetter Drive DALLAS TX 75216 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 25000 PA ALLIANCE FOUNDATION 121 S Broad St Ste 400 Philadelphia PA 19107 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 30000 PHOENIX HOUSE 2345 Reagan St DALLAS TX 75219 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 50000 PRISM HEALTH NORTH TEXAS ADMINISTRATION 3900 Junius St 300 DALLAS TX 75246 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 ROCK & ROLL HALL OF FAME 1100 E 9th St Cleveland OH 44114 SUPPORTING ORGANIZation PC general support 10000 SALVATION ARMY OF NORTH TEXAS PO Box 36006 dallas TX 75235 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 25000 SAMARITANS PURSE PO Box 3000 BOONE NC 28607 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 SECOND THOUGHT THEATRE 3400 Blackburn St DALLAS TX 75219 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 SOCIETY OF ILLUSTRATORS 128 East 63rd Street NEW YORK NY 10065 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 STAND TOGETHER TRUST 1320 N Courthouse Road Suite 500 ARLINGTON VA 22201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 50000 STOMP OUT BULLYING 220 E 57th St Fl 9 Ste G NEW YORK NY 10022 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 TEATRO DALLAS 1230 River Bend Dr 111 DALLAS TX 75247 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 TEXANS FOR THE ARTS PO Box 303203 AUSTIN TX 78703 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 1000 THE FLAME FOUNDATION DALLAS FLAMENCO 3630 Harry Hines Blvd dallas TX 75219 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 2500 THE FLORENCE PROJECT PO Box 86299 TUCSON AZ 85754 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 TURNOUT ACTIVISM INC 35 WALDEN ST CAMBRIDGE MA 02140 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 30000 UKRAINIAN RED CROSS SOCIETY 30 Pushkinska St Kyiv UP 01024 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 35000 UNDERMAIN THEATER 3200 Main St DALLAS TX 75226 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 4502 UNITED WAY OF TARRANT COUNTY 201 North Rupert Street Suite 107 FORT WORTH TX 76107 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 VERDIGRIS ENSEMBLE 3630 Harry Hines Blvd Box 45 DALLAS TX 75219 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 VNA MEALS ON WHEELS 1440 W Mockingbird Ln DALLAS TX 75247 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 15000 WIKIMEDIA FOUNDATION INC 1 Montgomery Street Suite 1600 SAN FRANCISCO CA 94104 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 15000 2658808 14 9406 14 272539 18 3106926 OTHER INCOME 01 167083 3555954 3555954 false false false false false false false false false false X X 1 james halperin 5933 st andrews drive dallas TX 75205 4871520 X 1 21000 SHARES OF APPLE STOCK 1083 SHARES OF BOOKINGS STOCK 4871520 2022-12-20 DEPOSIT 6880 6880 6880 COST AND FMV DIFFERENCE - DONATED STOCK 4852371 BANK RECONCILIATION 300000 STOCK SALE NOT SHOWN ON BANK STATEMENT 797231 BANK FEE 42 42 DEDUCTIONS 3RODEO VENTURE II 901 901 DEDUCTIONS AKKADIAN II K-1 180 180 DEDUCTIONS AKKADIAN III K-1 1552 1552 DEDUCTION ATINC II 53648 53648 DEDUCTION DESIGNER FUND II 14595 14595 DEDUCTION AKKADIAN V K-1 5596 5596 DEDUCTION ANCHOR ATINC SPV 48557 48557 ORDINARY INCOME FROM RESILIENT VENTURE -22730 -22730 RENTAL INCOME FROM MAISON RESIDENTIAL -4243 -4243 OTHER INCOME FROM ATINC II 105129 105129 OTHER INCOME FROM ANCHOR ATINC SPV 88927 88927 BANK RECONCILIATION 1562400 OTHER INCREASE FROM RESILIENT 1051 FEDERAL TAX PAID FOREIGN TAX PAID