2020-11-09T17:18:14-06:00 2019-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990PF 2019-01-01 752294319 JAMES AND GAYLE HALPERIN FOUNDATION % DAGMAR BYERS JAME 2145283500 3500 Maple Avenue 17th floor Dallas TX 75219 DAGMAR BYERS OFFICER 2145283500 2020-10-20 true BRUCE E BERNSTIEN P01424343 2147060840 66.196.249.54 80987720203145000002 2020-11-09 P C7BE3DF523851D85B200EA1BB267038054513232 C7BE3DF523851D85B200EA1BB267038054513232 2019 2021-04-22 16:20:28Z X 29613961 X 1834495 X 6564 6564 256125 256125 99012 716814 99012 -2932 -2932 2193264 358769 0 5286 5286 956 956 8101 8101 20447 447 46498 46498 81288 55046 6242 0 604764 604764 686052 55046 6242 604764 1507212 303723 101718 1092057 1092057 4405330 3260664 28172149 208500 342875 342875 6880 6880 6880 4722428 4702476 29613961 0 0 X 4722428 4702476 4722428 4702476 4722428 4702476 4722428 1507212 329203 6558843 1856367 4702476 FIDELITY LONG TERM SALE 2019-12-31 714217 549693 164524 164524 SHORT TERM LOSS FROM K-1 2019-12-31 68109 -68109 -68109 LONG TERM INCOME FROM K-1 2019-12-31 2597 2597 2597 99012 false 651132 21254977 0.030634 843886 17166478 0.049159 1027683 13333704 0.077074 818944 11492001 0.071262 579824 9797154 0.059183 0.287312 0.057462 24243204 1393063 3037 1396100 604764 6074 6074 6074 4483 2500 6983 33 876 876 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 3500 Maple Avenue 17th floor Dallas TX 75219 PRESIDENT 1.0 0 0 0 MARJORIE HALPERIN 3500 Maple Avenue 17th floor Dallas TX 75219 VICE PRESIDENT 1.0 0 0 0 SHARON HALPERIN 3500 Maple Avenue 17th floor Dallas TX 75219 VICE PRESIDENT 1.0 0 0 0 24046746 283076 282568 24612390 0 24612390 369186 24243204 1212160 1212160 6074 6074 1206086 1206086 1206086 604764 0 0 0 0 604764 604764 1206086 0 2017 2016 2015 0 204775 204775 604764 0 604764 0 204775 204775 0 0 0 396547 JAMES HALPERIN X AIDS OUTREACH CENTER IN FORT WORTH 400 N BEACH ST FORT WORTH TX 76111 supporting organization PC general support 1000 Bruce Wood Dance Company 101 Howell St dallas TX 75207 supporting organization PC general support 436214 ARGA NOVA DANCE 3630 HARRY HINES BOULEVARD DALLAS TX 75219 supporting organization PC general support 4500 University of Washington 1410 NE Campus Parkway Seattle WA 98195 supporting organization PC general support 50000 Middlesex School 1400 Lowell Rd Concord MA 01742 supporting organization PC general support 10000 ASTRONAUT SCHOLARSHIP FOUNDATION 651 DANVILLE DRIVE SUITE 101 ORLANDO FL 32825 supporting organization PC general support 12500 COMIC BOOK LEGAL DEFENSE FUND 811 SW NAITO PARKWAY SUITE 100 PORTLAND OR 97204 supporting organization PC general support 1000 CHILDREN'S MEDICAL CENTER FOUNDATION 2777 N Stemmons Fwy Suite 1700 DALLAS TX 75207 supporting organization PC general support 500 END OF LIFE WASHINGTON 9311 SE 36th St Suite 110 MERCER ISLAND WA 98040 supporting organization PC general support 1000 DALLAS HERITAGE VILLAGE 1515 S HARWOOD dallas TX 75215 supporting organization PC general support 1500 FIRST UNITARIAN CHURCH 4015 Normandy Ave DALLAS TX 75205 supporting organization PC general support 32000 FLUFF ANIMAL RESCUE 9400 Seminole Blvd SEMINOLE FL 33772 supporting organization PC general support 2500 DALLAS ARTS DISTRICT FOUNDATION 750 N ST PAUL STREET BOX 45 SUITE DALLAS TX 75201 supporting organization PC general support 1000 DALLAS WINDS PO Box 140398 DALLAS TX 75214 supporting organization PC general support 1500 DALLAS FOUNDATION 3963 MAPLE AVE 390 DALLAS TX 75219 supporting organization PC general support 3000 GOODTODAY 6 St Johns Ln NEW YORK NY 10013 supporting organization PC general support 1500 The Writer's Garret 10809 Garland Rd dallas TX 75218 supporting organization PC general support 3000 DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA 204 N WYMORE ROAD WINTER PARK FL 32789 supporting organization PC general support 1000 MISS GAY TEXAS STATE PAGEANT SYSTEM 802 Bayou Court WYLIE TX 75098 supporting organziation PC general support 1000 YMCA 8920 STULTS RD DALLAS TX 75243 supporting organization PC general support 2500 SHELTON SCHOOL 15720 HILLCREST RD dallas TX 75248 supporting organization PC general support 11000 NEXUS RECOVERY CENTER INC 8733 La Prada Dr DALLAS TX 75228 supporting organization PC general support 2500 TEXANS FOR THE ARTS PO Box 4549 AUSTIN TX 78765 supporting organization PC general support 2000 TITAS 700 N Pearl St N1800 dallas TX 75201 supporting organization PC general support 3750 THE HERO INITIATIVE 11301 Olympic Blvd 587 LOS ANGELES CA 90064 supporting organization PC GENERAL SUPPORT 5000 OPERATION BREAKTHROUGH INC 3039 TROOST KANSAS CITY MO 64109 supporting organization PC GENERAL SUPPORT 1000 VICKERY TRADING COMPANY 5750 Pineland Dr Suite 200 DALLAS TX 75231 supporting organization PC GENERAL SUPPORT 1000 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 supporting organization PC GENERAL SUPPORT 500 DIEGO RIOSECO 3500 MAPLE AVENUE 17TH FLOOR DALLAS TX 75219 I SCHOLARSHIP 10800 604764 14 6564 14 256125 18 99012 OTHER INCOME 01 -2932 358769 358769 false false false false false false false false false false DEPOSIT 6880 6880 6880 COST AND FMV DIFFERENCE - DONATED STOCK 1827763 DISTRIBUTION STOCK HAS NOT BEEN DEPOSIT 19656 OTHER DECREASE FROM AKKADIAN III 1 OTHER DECREASE FROM RESILIENT VENTURES F 1576 PPA FROM 3RODEO VENTURE FUND I 7371 INVESTMENT FEE 40 40 DEDUCTIONS 3RODEO VENTURE II 682 682 DEDUCTIONS AKKADIAN II K-1 296 296 DEDUCTIONS AKKADIAN III K-1 2120 2120 DEDUCTIONS WEIDMAN K-1 28505 28505 DEDUCTION DESIGNER FUND II 14855 14855 ORDINARY INCOME FROM AKKADIAN III -2 -2 ORFINARY INCOME FROM RESILIENT VENTURE -2930 -2930 OTHER INCREASE FROM WEIDMAN PARTNER 328114 OTHER INCREASE FROM AKKADIAN II 57 BANK RECONCILIATION 993 OTHER INCREASE 39 FEDERAL TAX PAID FOREIGN TAX PAID