THE HALPERIN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349104448
- Schema version
- 2018v3.1
- 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 | 2019-11-15T16:50:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 3500 Maple Avenue 17th floor | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAGMAR BYERS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2145283500 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE E BERNSTIEN | PreparerPersonNm |
| PTIN | P01424343 | PTIN |
| Phone | 2147060840 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.196.249.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75901220193195000023 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7BE3DF523851D85B200EA1BB267038054513232 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7BE3DF523851D85B200EA1BB267038054513232 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,731,197 | 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 | $2,099,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,820 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,820 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $664,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $982,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $664,737 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,933,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $833,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,471 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,471 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,398 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $13,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,943 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,398 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $651,132 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $651,132 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $677,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,398 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,255,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $810,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,327 | CashBOYAmt |
| Cash EOY | $101,718 | CashEOYAmt |
| Cash EOYFMV | $101,718 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,143,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,405,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,414,099 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $95,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $208,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $208,500 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,252,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,722,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,731,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,252,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,722,428 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,252,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,722,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,252,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,722,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,252,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,255,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $156 | OtherIncreasesAmt |
| Subtotal | $7,508,029 | SubtotalAmt |
| Other Decreases | $2,785,601 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,722,428 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY | 2018-12-31 | $854,297 | $279,993 | $574,304 | $574,304 | |
| K-1S | 2018-12-31 | $38,002 | -$38,002 | -$38,002 | ||
| K-1S | 2018-12-31 | $128,435 | $128,435 | $128,435 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $664,737 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $843,886 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,166,478 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,027,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,333,704 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077074 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $818,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,492,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071262 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $579,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,797,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059183 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $284,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,922,219 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035927 | DistributionYr5Rt |
| Total Distribution | 0.292605 | TotalDistributionRt |
| Average Distribution | 0.058521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,254,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,243,863 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,109 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,251,972 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $651,132 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,217 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,217 | SubtotalAmt |
| Tax Based On Investment Income | $16,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $750 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $50 | EsPenaltyAmt |
| Overpayment | $4,483 | OverpaymentAmt |
| Applied To ES Tax | $4,483 | 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 |
| 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 | ||||||||
| 3500 Maple Avenue 17th floor | Dallas | TX | 75219 | PRESIDENT | 0 | $0 | $0 | $0 |
| MARJORIE HALPERIN | ||||||||
| 3500 Maple Avenue 17th floor | Dallas | TX | 75219 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| SHARON HALPERIN | ||||||||
| 3500 Maple Avenue 17th floor | Dallas | TX | 75219 | 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 | $21,289,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $158,630 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,578,657 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,578,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,254,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,062,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,062,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,217 | TotalTaxAmt |
| Distributable Before Adj | $1,046,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,046,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,046,532 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,132 | 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 | $651,132 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $651,132 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,046,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $226,119 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $374,056 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $600,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $651,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $651,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $395,400 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $395,400 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $204,775 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $204,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $204,775 | ExcessFromYear2Amt |
| 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AH MONROE | |||||||
| 1434 KENNEDY DR | KEY WEST | FL | 33040 | supporting organization | PC | general support | $4,000 |
| Bruce Wood Dance Company | |||||||
| 101 Howell St | dallas | TX | 75207 | supporting organization | PC | general support | $368,682 |
| ASSATA'S DAUGHTERS | |||||||
| 5645 A CALUMET AVE 1N | CHICAGO | IL | 60637 | supporting organization | PC | general support | $500 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | supporting organization | PC | general support | $168,000 |
| Middlesex School | |||||||
| 1400 Lowell Rd | Concord | MA | 01742 | supporting organization | PC | general support | $10,000 |
| BOOKER T WASHINGTON HIGH SCHOOL FOR THE PERFORMIN | |||||||
| 2501 FLORA ST | DALLAS | TX | 75201 | supporting organization | PC | general support | $1,000 |
| AMERICAN DANCE FESTIVAL INC | |||||||
| 715 BROAD ST | DURHAM | NC | 27705 | supporting organization | PC | general support | $4,000 |
| BLACK ACADEMY OF ARTS AND LETTERS INC | |||||||
| 650 S GRIFFIN ST | DALLAS | TX | 75202 | supporting organization | PF | general support | $2,500 |
| BOYS & GIRLS CLUB OF GREATER SALEM INC | |||||||
| PO BOX 24 | SALEM | MA | 01970 | supporting organization | PC | general support | $1,000 |
| DALLAS HERITAGE VILLAGE | |||||||
| 1515 S HARWOOD | dallas | TX | 75215 | supporting organization | PC | general support | $1,500 |
| CONGREGATION DOR HADASH | |||||||
| 5898 WILKINS AVE | PITTSBURGH | PA | 15217 | supporting organization | PC | general support | $1,000 |
| COMMUNITY PARTNERS OF DALLAS | |||||||
| 7950 ELMBROOK DR | DALLAS | TX | 75247 | supporting organization | PC | general support | $100 |
| DALLAS ARTS DISTRICT FOUNDATION | |||||||
| 750 N ST PAUL STREET BOX 45 SUITE | DALLAS | TX | 75201 | supporting organization | PC | general support | $2,500 |
| DALLAS CONTEMPORARY | |||||||
| 161 GLASS ST | DALLAS | TX | 75207 | supporting organization | PF | general support | $1,000 |
| DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE 390 | DALLAS | TX | 75219 | supporting organization | PC | general support | $5,000 |
| SAMMONS CENTER FOR THE ARTS | |||||||
| 3630 harry hines blvd | DALLAS | TX | 10013 | supporting organization | PC | general support | $3,500 |
| The Writer's Garret | |||||||
| 10809 Garland Rd | dallas | TX | 75218 | supporting organization | PC | general support | $2,500 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA | |||||||
| 204 N WYMORE ROAD | WINTER PARK | FL | 32789 | supporting organization | PC | general support | $1,000 |
| FRACTURED ATLAS INC | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | supporting organziation | PC | general support | $1,100 |
| YMCA | |||||||
| 8920 STULTS RD | DALLAS | TX | 75243 | supporting organization | PC | general support | $2,500 |
| SHELTON SCHOOL | |||||||
| 15720 HILLCREST RD | dallas | TX | 75248 | supporting organization | PC | general support | $10,000 |
| INFINITE FLOW - A WHEELCHAIR DANCE COMPANY | |||||||
| 14622 VENTURA BLVD STE 102-373 | SHERMAN OAKS | CA | 91403 | supporting organization | PC | general support | $1,000 |
| METROPOLITAN ARTS MEDIA | |||||||
| PO 225826 | DALLAS | TX | 75222 | supporting organization | PC | general support | $1,250 |
| TITAS | |||||||
| 700 N Pearl St N1800 | dallas | TX | 75201 | supporting organization | PC | general support | $22,000 |
| NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC | |||||||
| 9 GLENDALE ROAD PO BOX 308 | STOCKBRIDGE | MA | 01262 | supporting organization | PC | GENERAL SUPPORT | $30,000 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | supporting organization | PC | GENERAL SUPPORT | $2,500 |
| RESCUE PINK | |||||||
| 15511 TUCKERTON RD 305 | HOUSTON | TX | 77095 | supporting organization | PC | GENERAL SUPPORT | $1,000 |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | supporting organization | PC | GENERAL SUPPORT | $1,000 |
| CHOLANGIOCARCINOMA FOUNDATION | |||||||
| 5526 WEST 13400 SOUTH 510 | HERRIMAN | UT | 84096 | supporting organization | PC | GENERAL SUPPORT | $500 |
| VOGEL ALCOVE | |||||||
| PO BOX 150948 | DALLAS | TX | 75315 | supporting organization | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $651,132 | 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 | $7,820 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,361 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $664,737 | 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 | -$6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $833,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $833,912 | 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 | $2,099,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHARES OF BKNG STOCK 10,000 SHARES OF YUM STOCK 10,000 SHARES OF YUMC STOCK | NoncashPropertyDesc |
| Fair Market Value | $2,099,200 | FairMarketValueAmt |
| Received | 2018-10-30 | 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 (4 entries)
| DescDesc | AmtAmt |
|---|---|
| COST AND FMV DIFFERENCE - DONATED STOCK | $2,028,917 |
| OTHER DECREASE FROM WEIDMAN PARTNER | $744,171 |
| DISTRIBUTION STOCK HAS NOT BEEN DEPOSIT | $7,520 |
| BANK RECONCILIATION | $4,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEE | $50 | $50 |
| DEDUCTIONS 3RODEO VENTURE II | $13 | $13 |
| DEDUCTIONS AKKADIAN II K-1 | $421 | $421 |
| DEDUCTIONS AKKADIAN III K-1 | $2,055 | $2,055 |
| DEDUCTIONS WEIDMAN K-1 | $3,896 | $3,896 |
| DEDUCTION DESIGNER FUND II | $7,508 | $7,508 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM AKKADIAN III | Desc |
| Revenue And Expenses Per Books | -$6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$6 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER INCREASE FROM AKKADIAN III | $9 |
| OTHER INCREASE FROM AKKADIAN II | $107 |
| OTHER INCREASE | $40 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAX PAID | $3,398 | $3,398 | |
| FOREIGN TAX PAID | $344 | $344 |
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