2018-11-15T12:11:38-06:00 2017-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990PF 2017-01-01 752294319 JAMES AND GAYLE HALPERIN FOUNDATION % DAGMAR BYERS JAME 2145283500 3500 Maple Avenue 17th floor Dallas TX 75219 DAGMAR BYERS OFFICER 2145283500 2018-11-13 true BRUCE E BERNSTIEN P01424343 2147060840 66.196.249.54 75901220183195000002 2018-11-15 P C7BE3DF523851D85B200EA1BB267038054513232 C7BE3DF523851D85B200EA1BB267038054513232 2017 2019-02-21 02:37:17Z X 19689250 X 1221220 3223 3223 121392 121392 -148665 694154 0 -7 -7 1197163 124608 0 5750 5750 3583 3583 7128 6028 1100 16461 15361 1100 0 843886 843886 860347 15361 1100 843886 336816 109247 127234 7327 7327 8134967 5143142 19580043 86744 95000 95000 6880 6880 6880 8355825 5252349 19689250 0 0 X 8355825 5252349 8355825 5252349 8355825 5252349 8355825 336816 8692641 3440292 5252349 FIDELITY D 2017-12-31 613545 836917 -223372 -223372 LOSS FORM K-1S 2017-12-31 5902 -5902 -5902 GAIN FROM K-1S D 2017-12-31 80609 80609 80609 -148665 false 1027683 13333704 0.077074 818944 11492001 0.071262 579824 9797154 0.059183 284620 7922219 0.035927 280438 5908444 0.047464 0.29091 0.058182 17166478 998780 1092 999872 843886 2185 2185 2185 3000 3000 65 750 750 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 true false false false false false false false false false false false 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 17259572 70572 97752 17427896 0 17427896 261418 17166478 858324 858324 2185 2185 856139 856139 856139 843886 0 0 0 0 843886 843886 856139 0 2015 2014 2013 0 238372 374056 612428 843886 0 843886 0 12253 12253 600175 0 0 0 0 600175 226119 374056 JAMES HALPERIN X ARGA NOVA DANCE 3630 HARRY HINES BOULEVARD dallas TX 75219 supporting organization PC general support 1000 Bruce Wood Dance Company 101 Howell St dallas TX 75207 supporting organization PC general support 507131 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 160000 Middlesex School 1400 Lowell Rd Concord MA 01742 supporting organization PC general support 10000 BOOKER T WASHINGTON HIGH SCHOOL FOR THE PERFORMIN 2501 FLORA ST DALLAS TX 75201 supporting organization PC general support 2500 EDITH BAKER ART SCHOLARSHIP PO BOX 110168 CARROLLTON TX 75011 supporting organization PC general support 250 first unitarian church of dallas 4015 Normandy Ave DALLAS TX 75205 supporting organization PF general support 10000 FRIENDS OF SOUTH DALLAS CULTURAL CENTER 3400 S FITZUGHH DALLAS TX 75210 supporting organization PC general support 2000 DALLAS HERITAGE VILLAGE 1515 S HARWOOD dallas TX 75215 supporting organization PC general support 1500 HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 supporting organization PC general support 3000 ORGAN PRESERVATION ALLIANCE INC 950 GILMAN ST STE 200 BERKELEY CA 94710 supporting organization PC general support 30000 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVE SUITE 206 DALLAS TX 75231 supporting organization PC general support 1000 PROVENANCE PRODUCTIONS 448 W 37TH ST APT 9E NEW YORK NY 10018 supporting organization PF general support 10000 SAFE PLACE FOR YOUTH 2469 S LINCOLN BLVD VENICE CA 90291 supporting organization PC general support 1000 SAMMONS CENTER FOR THE ARTS 3630 harry hines blvd DALLAS TX 10013 supporting organization PC general support 1500 The Writer's Garret 10809 Garland Rd dallas TX 75218 supporting organization PC general support 2500 SCHOLARSHIPS 3500 Maple Avenue 17th floor DALLAS TX 75219 I general support 5812 WEST CENTRAL BEHAVIORAL HEALTH 9 HANOVER STREET SUITE 2 LEBANON NH 03766 supporting organziation PC general support 3000 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 10000 chamberlain performing arts 3003 W 15th St plano TX 75075 supporting organization PC general support 8500 TACA One Arts Plaza dallas TX 75201 supporting organization PC general support 2500 TITAS 700 N Pearl St N1800 dallas TX 75201 supporting organization PC general support 22180 THE OAKRIDGE SCHOOL 5900 W PIONEER PKWY ARLINGTON TX 76013 supporting organization PC SCHOLARSHIP 21750 THE JUILLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 supporting organization PC SCHOLARSHIP 23764 843887 14 3223 14 121392 18 -148665 OTHER INCOME 01 -7 -24057 -24057 false false false false false false false false false false X X 1 james halperin 5933 st andrews drive dallas TX 75205 1221220 X 1 8500 SHARES OF DISNEY STOCK 1000 SHARES OF IBM STOCK 2000 SHARES OF TXN STOCK 1221220 2017-11-22 DEPOSIT 6880 6880 6880 PRIOR YEAR ADJUSTMENT 2508836 CHANGE IN VALUE 931456 INVESTMENT FEE 42 42 OTHER EXPENSE 1100 1100 DEDUCTIONS AKKADIAN II K-1 347 347 DEDUCTIONS AKKADIAN III K-1 2682 2682 DEDUCTIONS WEIDMAN K-1 2957 2957 ORDINARY INCOME FROM AKKADIAN III -7 -7 STATE TAX