2022-11-08T11:29:08-06:00 2021-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990PF 2021-01-01 752294319 JAMES AND GAYLE HALPERIN FOUNDATION % DAGMAR BYERS JAME 2145283500 2801 W AIRPORT FREEWAY Dallas TX 75261 JAMES HALPERIN OFFICER 2145283500 2022-11-15 true JAMES HALPERIN 999009999 BRUCE E BERNSTIEN P01424343 2147060840 2 2021 2022-09-23 18:48:47Z X 75270460 X 17815331 X 1859 1859 185091 185091 3102209 3422475 3102209 -14542 -14542 21089948 3274617 0 1912 1912 923 923 2000 163103 163083 20 167938 164006 1932 0 1541982 1541982 1709920 164006 1932 1541982 19380028 3110611 104688 802219 802219 3019055 6076768 73366361 1066500 1095000 1095000 6880 6880 6880 4197123 7980867 75270460 0 0 X 4197123 7980867 4197123 7980867 4197123 7980867 4197123 19380028 623387 24200538 16219671 7980867 FIDELITY 2021-12-31 3118452 231766 2886686 2886686 LT CG FROM K-1 2021-12-31 9156 9156 9156 SALE OF 1 UP GRADING CO 2021-12-31 294867 88500 206367 206367 3102209 43237 43237 43237 2248 0 42000 44248 1011 1011 false false false false false false false true true TX true false false false false true DAGMAR BYERS 2145283500 3500 MAPLE AVENUE 17TH FLOOR dallas TX 75219 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 53477071 277636 1087630 54842337 0 54842337 822635 54019702 2700985 2700985 43237 43237 2657748 2657748 2657748 1541982 0 0 0 0 1541982 2657748 1537408 2019 2018 2017 0 0 0 1541982 1537408 4574 0 0 0 0 0 0 2653174 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 765092 AMERICAN NUMISMATIC ASSOCIATION 818 NORTH CASCADE AVENUE COLORADO SPRINGS CO 80903 supporting organization PC general support 7500 University of Washington 1410 NE Campus Parkway Seattle WA 98195 supporting organization PC general support 20000 Middlesex School 1400 Lowell Rd Concord MA 01742 supporting organization PC general support 20000 DALLAS HISTORICAL SOCIETY 3939 E GRAND AVE dallas TX 75210 supporting organization PC general support 10740 FIRST UNITARIAN CHURCH 4015 Normandy Ave DALLAS TX 75205 supporting organization PC general support 5500 ANITA N MARTINEZ BALLET FOLKLORICO 4422 LIVE OAK ST DALLAS TX 75204 supporting organization PC general support 1000 DALLAS ARTS DISTRICT FOUNDATION 750 N ST PAUL STREET BOX 45 SUITE DALLAS TX 75201 supporting organization PC general support 1500 B MOORE DANCE N/A DALLAS TX 75231 supporting organization PC general support 2500 CENTER FOR FOOD ACTION 192 WEST DEMAREST AVENUE ENGLEWOOD NJ 07631 supporting organization PC general support 2500 CHAMBERLAIN BALLET 3003 W 15TH ST PLANO TX 75075 supporting organization PC general support 1100 CJ PAWS 4699 CENTRAL AVE ST PETERBURG FL 33713 supporting organization PC general support 1000 CRIS BIERRENBACH NA DALLA TX 75231 I SCHOLARSHIP 1000 CRYSTAL BRIDGES MUSEUM OF AMERICAN ART 600 Museum Way Bentonville AR 72712 supporting organziation PC general support 25000 YMCA 8920 STULTS RD DALLAS TX 75243 supporting organization PC general support 2500 DALLAS MUSEUM OF ART 1717 N Harwood St DALLAS TX 75201 supporting organization PC general support 25000 NEXUS RECOVERY CENTER INC 8733 La Prada Dr DALLAS TX 75228 supporting organization PC general support 50000 DREYFOOS SCHOOL OF THE ARTS FOUNDATION 501 S Sapodilla Av West Palm Beach FL 33401 supporting organization PC general support 18000 TITAS 700 N Pearl St N1800 dallas TX 75201 supporting organization PC general support 27000 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 25000 SAMMONS CENTER FOR THE ARTS 3630 HARRY HINES BLVD DALLAS TX 75219 supporting organization PC GENERAL SUPPORT 25000 INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION 83 Avan Nu Po Road Santa Fe NM 87501 supporting organization PC GENERAL SUPPORT 2500 MIAMI CITY BALLET 2200 Liberty Ave Miami Beach FL 33139 SUPPORTING ORGANIZATION PC SCHOLARSHIP 20500 KERA 3000 Harry Hines Boulevard DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 200000 KIMBELL ART MUSEUM 3333 Camp Bowie Blvd Fort Worth TX 76107 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 25000 NASHER SCULPTURE CENTER 2001 Flora St DALLAS TX 75201 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 25000 NORMAN ROCKWELL MUSEUM 9 Glendale Rd Stockbridge MA 01262 supporting organization PC general support 37500 PALTOWN DEVELOPMENT FOUNDATION 969 DIGGS RD CROWNSVILLE MD 21032 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 6000 PEROT MUSEUM 2201 N Field St DALLAS TX 75201 supporting organization PC general support 25000 PLANNED PARENTHOOD SOUTH EAST & NORTH FL 2300 North Florida Mango Road West Palm Beach FL 33409 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 7000 RADIOLAB 160 Varick Street NEW YORK NY 10013 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 50000 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 50000 SHELTON SCHOOL 17301 Preston Rd DALLAS TX 75252 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 10000 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 5000 Down Syndrome Association of Central Florida 204 N Wymore Rd WINTER PARK FL 32789 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 1500 THE TANK 312 W 36TH ST NEW YORK NY 10018 supporting organization general support 2500 WITTER COIN SCHOLARSHIP FUND 2299 Lombard St San Francisco CA 94123 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 Georgia Ovarian Cancer Alliance 6065 Roswell Rd NE 512 ATLANTA GA 30328 SUPPORTING ORGANIZATION GENERAL SUPPORT 1000 THE SCHOLARSHIP FUND 13821 CREEKSIDE PLACE DALLAS TX 75240 SUPPORTING ORGANIZATION PC GENERAL SUPPORT 5000 1541982 14 1859 14 185091 18 3102209 OTHER INCOME 01 -14542 3274617 3274617 false false false false false false false false false false DEPOSIT 6880 6880 6880 COST AND FMV DIFFERENCE - DONATED STOCK 16206350 OTHER DECREASE FROM ANCHOR 12276 OTHER DECREASE FROM RESILIENT VENTURES 1045 BANK FEE 20 20 DEDUCTIONS 3RODEO VENTURE II 1619 1619 DEDUCTIONS AKKADIAN II K-1 239 239 DEDUCTIONS AKKADIAN III K-1 1410 1410 DEDUCTION ATINC II 80430 80430 DEDUCTION DESIGNER FUND II 15825 15825 DEDUCTION AKKADIAN V K-1 5885 5885 DEDUCTION ANCHOR ATINC SPV 57675 57675 ORDINARY INCOME FROM RESILIENT VENTURE -14542 -14542 BANK RECONCILIATION 322500 OTHER INCREASE FROM ATINC 300000 SPLIT STOCK 887 FEDERAL TAX PAID FOREIGN TAX PAID