THE HALPERIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202233129349101513
- Schema version
- 2021v4.2
- 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
- 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 | 2022-11-08T11:29:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752294319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND GAYLE HALPERIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAGMAR BYERS | InCareOfNm |
| Business Name Control | JAME | 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 | 2022-11-15 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,270,460 | 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 | $17,815,331 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $185,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,091 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,102,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,422,475 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,102,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$14,542 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,542 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,089,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,274,617 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,912 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,912 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $923 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $923 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $163,103 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $20 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $167,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $164,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,932 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,541,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,541,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,709,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $164,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,932 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,541,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,380,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,110,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,688 | CashBOYAmt |
| Cash EOY | $802,219 | CashEOYAmt |
| Cash EOYFMV | $802,219 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,019,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,076,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,366,361 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,066,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,095,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,095,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,197,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,980,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,270,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,197,123 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,980,867 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,197,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,980,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,197,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,980,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,197,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,380,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $623,387 | OtherIncreasesAmt |
| Subtotal | $24,200,538 | SubtotalAmt |
| Other Decreases | $16,219,671 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,980,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY | 2021-12-31 | $3,118,452 | $231,766 | $2,886,686 | $2,886,686 |
| LT CG FROM K-1 | 2021-12-31 | $9,156 | $9,156 | $9,156 | |
| SALE OF 1 UP GRADING CO | 2021-12-31 | $294,867 | $88,500 | $206,367 | $206,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,102,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,237 | SubtotalAmt |
| Tax Based On Investment Income | $43,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,248 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $42,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,248 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,011 | OverpaymentAmt |
| Applied To ES Tax | $1,011 | 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 | 3500 MAPLE AVENUE 17TH FLOOR | AddressLine1Txt |
| City | dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | 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 | $53,477,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,087,630 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,842,337 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,842,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $822,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,019,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,700,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,700,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,237 | TotalTaxAmt |
| Distributable Before Adj | $2,657,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,657,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,657,748 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,541,982 | 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 | $1,541,982 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,657,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,537,408 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,541,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,537,408 | AppliedToYear1Amt |
| Applied To Current Year | $4,574 | 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 | $2,653,174 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $765,092 |
| AMERICAN NUMISMATIC ASSOCIATION | |||||||
| 818 NORTH CASCADE AVENUE | COLORADO SPRINGS | CO | 80903 | supporting organization | PC | general support | $7,500 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | supporting organization | PC | general support | $20,000 |
| Middlesex School | |||||||
| 1400 Lowell Rd | Concord | MA | 01742 | supporting organization | PC | general support | $20,000 |
| DALLAS HISTORICAL SOCIETY | |||||||
| 3939 E GRAND AVE | dallas | TX | 75210 | supporting organization | PC | general support | $10,740 |
| FIRST UNITARIAN CHURCH | |||||||
| 4015 Normandy Ave | DALLAS | TX | 75205 | supporting organization | PC | general support | $5,500 |
| ANITA N MARTINEZ BALLET FOLKLORICO | |||||||
| 4422 LIVE OAK ST | DALLAS | TX | 75204 | supporting organization | PC | general support | $1,000 |
| DALLAS ARTS DISTRICT FOUNDATION | |||||||
| 750 N ST PAUL STREET BOX 45 SUITE | DALLAS | TX | 75201 | supporting organization | PC | general support | $1,500 |
| B MOORE DANCE | |||||||
| N/A | DALLAS | TX | 75231 | supporting organization | PC | general support | $2,500 |
| CENTER FOR FOOD ACTION | |||||||
| 192 WEST DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | supporting organization | PC | general support | $2,500 |
| CHAMBERLAIN BALLET | |||||||
| 3003 W 15TH ST | PLANO | TX | 75075 | supporting organization | PC | general support | $1,100 |
| CJ PAWS | |||||||
| 4699 CENTRAL AVE | ST PETERBURG | FL | 33713 | supporting organization | PC | general support | $1,000 |
| CRIS BIERRENBACH | |||||||
| NA | DALLA | TX | 75231 | I | SCHOLARSHIP | $1,000 | |
| CRYSTAL BRIDGES MUSEUM OF AMERICAN ART | |||||||
| 600 Museum Way | Bentonville | AR | 72712 | supporting organziation | PC | general support | $25,000 |
| YMCA | |||||||
| 8920 STULTS RD | DALLAS | TX | 75243 | supporting organization | PC | general support | $2,500 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N Harwood St | DALLAS | TX | 75201 | supporting organization | PC | general support | $25,000 |
| NEXUS RECOVERY CENTER INC | |||||||
| 8733 La Prada Dr | DALLAS | TX | 75228 | supporting organization | PC | general support | $50,000 |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| 501 S Sapodilla Av | West Palm Beach | FL | 33401 | supporting organization | PC | general support | $18,000 |
| TITAS | |||||||
| 700 N Pearl St N1800 | dallas | TX | 75201 | supporting organization | PC | general support | $27,000 |
| DALLAS PRIDE | |||||||
| 1300 Robert B Cullum Blvd | DALLAS | TX | 75210 | SUPPORTING ORGANIZATION | PC | SCHOLARSHIP | $800 |
| RESOURCE CENTER OF DALLAS | |||||||
| PO BOX 190869 | DALLAS | TX | 75219 | supporting organization | PC | GENERAL SUPPORT | $25,000 |
| SAMMONS CENTER FOR THE ARTS | |||||||
| 3630 HARRY HINES BLVD | DALLAS | TX | 75219 | supporting organization | PC | GENERAL SUPPORT | $25,000 |
| INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION | |||||||
| 83 Avan Nu Po Road | Santa Fe | NM | 87501 | supporting organization | PC | GENERAL SUPPORT | $2,500 |
| MIAMI CITY BALLET | |||||||
| 2200 Liberty Ave | Miami Beach | FL | 33139 | SUPPORTING ORGANIZATION | PC | SCHOLARSHIP | $20,500 |
| KERA | |||||||
| 3000 Harry Hines Boulevard | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $200,000 |
| KIMBELL ART MUSEUM | |||||||
| 3333 Camp Bowie Blvd | Fort Worth | TX | 76107 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $25,000 |
| NASHER SCULPTURE CENTER | |||||||
| 2001 Flora St | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $25,000 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 Glendale Rd | Stockbridge | MA | 01262 | supporting organization | PC | general support | $37,500 |
| PALTOWN DEVELOPMENT FOUNDATION | |||||||
| 969 DIGGS RD | CROWNSVILLE | MD | 21032 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $6,000 |
| PEROT MUSEUM | |||||||
| 2201 N Field St | DALLAS | TX | 75201 | supporting organization | PC | general support | $25,000 |
| PLANNED PARENTHOOD SOUTH EAST & NORTH FL | |||||||
| 2300 North Florida Mango Road | West Palm Beach | FL | 33409 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $7,000 |
| RADIOLAB | |||||||
| 160 Varick Street | NEW YORK | NY | 10013 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $50,000 |
| RETINA FOUNDATION OF THE SOUTHWEST | |||||||
| 9600 N US 75-Central Expy 1000 Ste | DALLAS | TX | 75231 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $250 |
| 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 | $10,000 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 Danny Thomas Place | MEMPHIS | TN | 38105 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $500 |
| TACA | |||||||
| 1722 Routh St Suite 800 | DALLAS | TX | 75201 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 |
| Down Syndrome Association of Central Florida | |||||||
| 204 N Wymore Rd | WINTER PARK | FL | 32789 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $1,500 |
| THE TANK | |||||||
| 312 W 36TH ST | NEW YORK | NY | 10018 | supporting organization | general support | $2,500 | |
| WITTER COIN SCHOLARSHIP FUND | |||||||
| 2299 Lombard St | San Francisco | CA | 94123 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 |
| Georgia Ovarian Cancer Alliance | |||||||
| 6065 Roswell Rd NE 512 | ATLANTA | GA | 30328 | SUPPORTING ORGANIZATION | GENERAL SUPPORT | $1,000 | |
| THE SCHOLARSHIP FUND | |||||||
| 13821 CREEKSIDE PLACE | DALLAS | TX | 75240 | SUPPORTING ORGANIZATION | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,541,982 | 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 | $1,859 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,091 | 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 | $3,102,209 | 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 | -$14,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,274,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,274,617 | 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 |
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 | $16,206,350 |
| OTHER DECREASE FROM ANCHOR | $12,276 |
| OTHER DECREASE FROM RESILIENT VENTURES | $1,045 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK FEE | $20 | $20 | |
| DEDUCTIONS 3RODEO VENTURE II | $1,619 | $1,619 | |
| DEDUCTIONS AKKADIAN II K-1 | $239 | $239 | |
| DEDUCTIONS AKKADIAN III K-1 | $1,410 | $1,410 | |
| DEDUCTION ATINC II | $80,430 | $80,430 | |
| DEDUCTION DESIGNER FUND II | $15,825 | $15,825 | |
| DEDUCTION AKKADIAN V K-1 | $5,885 | $5,885 | |
| DEDUCTION ANCHOR ATINC SPV | $57,675 | $57,675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM RESILIENT VENTURE | Desc |
| Revenue And Expenses Per Books | -$14,542 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$14,542 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BANK RECONCILIATION | $322,500 |
| OTHER INCREASE FROM ATINC | $300,000 |
| SPLIT STOCK | $887 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX PAID |
| FOREIGN TAX PAID |
Comments