THE HALPERIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104768
- Schema version
- 2024v5.2
- 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
- Schedule B
- Applied To Prior Year Election
- Depreciation Schedule
- Legal Fees 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 | 2025-11-17T12:53:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752294319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALPERIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAGMAR BYERS | InCareOfNm |
| Business Name Control | HALP | 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 | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE E BERNSTIEN | PreparerPersonNm |
| PTIN | P01424343 | PTIN |
| Phone | 2147060840 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $98,631,846 | 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 | $5,043,012 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $431,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $431,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,067,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,158,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,067,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$4,983 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,983 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,547,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,504,668 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,566 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,783 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,783 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,541 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,271 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,270 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $11,075 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,075 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,291 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $133,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $667 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $207,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,720 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,135,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,135,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,342,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,720 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,135,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,204,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,356,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $778,083 | CashBOYAmt |
| Corporate Stock BOY | $9,802,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,989,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,822,076 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $802,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $802,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $802,890 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,390,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,798,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,631,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,390,075 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,798,854 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,390,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,798,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,390,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,798,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,390,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,204,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $828,621 | OtherIncreasesAmt |
| Subtotal | $14,423,526 | SubtotalAmt |
| Other Decreases | $2,624,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,798,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| ST GAIN | P | 2024-12-31 | $6,161 | -$6,161 | -$6,161 | |
| LT GAIN | D | 2024-12-31 | $36,881 | -$36,881 | -$36,881 | |
| LT GAIN FROM FIDELITY | 2024-12-31 | $47,522 | $1,110,726 | $1,110,726 | $1,158,248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,067,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,854 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,854 | SubtotalAmt |
| Tax Based On Investment Income | $18,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,912 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,912 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $544 | EsPenaltyAmt |
| Overpayment | $7,514 | OverpaymentAmt |
| Applied To ES Tax | $7,514 | 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 | 2801 W AIRPORT FREEWAY | AddressLine1Txt |
| City | dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75261 | 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 | 1.0 | $0 | $0 | $0 |
| MARJORIE HALPERIN | ||||||||
| 2801 W AIRPORT FREEWAY | Dallas | TX | 75261 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| SHARON HALPERIN | ||||||||
| 2801 W AIRPORT FREEWAY | Dallas | TX | 75261 | VICE PRESIDENT | 1.0 | $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 | $79,769,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $809,770 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,694,928 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,694,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,210,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,484,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,974,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,974,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,854 | TotalTaxAmt |
| Distributable Before Adj | $3,955,371 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,955,371 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,955,371 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,135,560 | 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 | $4,135,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,955,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,227,598 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $348,859 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,135,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,227,598 | AppliedToYear1Amt |
| Applied To Prior Years | $348,859 | AppliedToPriorYearsAmt |
| Applied To Current Year | $559,103 | 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 |
| Undistributed Income CY | $3,396,268 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALCOR | ||||||
| 7895 E Acoma Drive Suite 110 | Scottsdale | AZ | 85260 | PC | GENERAL SUPPORT | $150,000 |
| AMERICAN NUMISMATIC ASSOCIATION | ||||||
| 818 North Cascade Ave | Colorado Springs | CO | 80903 | PC | GENERAL SUPPORT | $25,000 |
| ARTTITUDE | ||||||
| 2488 Fort Worth Avenue 11202 | DALLAS | TX | 75211 | PC | GENERAL SUPPORT | $1,000 |
| BECKLES DANCING COMPANY | ||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $5,000 |
| ARTS MISSION OAK CLIFF | ||||||
| 410 S Windomere Ave | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $10,000 |
| Azleway Children's Services | ||||||
| 2004 TX-360 Frontage Rd | Grand Prairie | TX | 75050 | I | GENERAL SUPPORT | $1,000 |
| BANDAN KORO | ||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $1,200 |
| BALLET NORTH TEXAS | ||||||
| 10675 E NW Hwy Suite 2400 | DALLAS | TX | 75238 | PC | GENERAL SUPPORT | $2,500 |
| CARA MIA THEATRE | ||||||
| 2600 Live Oak | DALLAS | TX | 75204 | PC | GENERAL SUPPORT | $20,000 |
| BISHOP ARTS THEATRE CENTER | ||||||
| 215 S Tyler St | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $2,500 |
| BRUCE WOOD DANCE DALLAS | ||||||
| 101 Howell St | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $625,681 |
| BUSINESS COUNCIL FOR THE ARTS | ||||||
| 2700 Commerce St Suite 100A | DALLAS | TX | 75226 | PC | GENERAL SUPPORT | $4,400 |
| CHAMBERLAIN BALLET | ||||||
| 1404 Gables Court Suite 101 | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $7,500 |
| CHARLES M SCHULZ MUSEUM | ||||||
| 2301 Hardies Ln | SANTA ROSA | CA | 95403 | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S MEDICAL CENTER FOUNDATOIN | ||||||
| 2777 N Stemmons Fwy Suite 1700 | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $1,000 |
| COLLIN COUNTY BALLET THEATER | ||||||
| 2865 McDermott Rd 140 | PLANO | TX | 75025 | PC | GENERAL SUPPORT | $2,500 |
| DALLAS ARTS DISTRICT | ||||||
| 750 N St Paul Street Suite 1630 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,000 |
| DALLAS CONTEMPORARY | ||||||
| 161 Glass St | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $5,000 |
| DALLAS PRIDE | ||||||
| 1300 Robert B Cullum Blvd | DALLAS | TX | 75210 | PC | GENERAL SUPPORT | $3,000 |
| DALLAS THEATER CENTER | ||||||
| 2400 Flora St | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,000 |
| COMPASSION KIND | ||||||
| 215 7th Ave SW | LARGO | FL | 33770 | PC | GENERAL SUPPORT | $2,500 |
| FIRST UNITARIAN CHURCH OF DALLAS | ||||||
| 4015 Normandy Ave | DALLAS | TX | 75205 | PC | GENERAL SUPPORT | $20,000 |
| FOREST FORWARD | ||||||
| 1918 Martin Luther King Jr Blvd | DALLAS | TX | 75215 | PC | GENERAL SUPPORT | $5,000 |
| DALLAS CHILDRENS HOSPITAL | ||||||
| 1935 Medical District Dr | DALLAS | TX | 75235 | PC | GENERAL SUPPORT | $15,000 |
| DALLAS HOLOCAUST MUSEUM & HUMAN RIGHTS | ||||||
| 300 N Houston St | DALLAS | TX | 75202 | PC | GENERAL SUPPORT | $5,000 |
| DELAWARE ART MUSEUM | ||||||
| 2301 Kentmere Pkwy | Wilmington | DE | 19806 | PC | GENERAL SUPPORT | $5,000 |
| KITCHEN DOG THEATER | ||||||
| 4774 Algiers St | DALLAS | TX | 75207 | PC | GENERAL SUPPORT | $2,500 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA | ||||||
| 204 Wymore Rd | WINTER PARK | FL | 32789 | PC | GENERAL SUPPORT | $2,000 |
| LU FAMILY FUND | ||||||
| 5109 Runnin River Dr | PLANO | TX | 75093 | PF | GENERAL SUPPORT | $5,000 |
| MIDDLESEX SCHOOL | ||||||
| 1400 Lowell Rd | Concord | MA | 01742 | PC | GENERAL SUPPORT | $30,000 |
| GIFT OF LIFE LONG ISLAND | ||||||
| 313 East Main Street | Patchogue | NY | 11772 | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL MS SOCIETY | ||||||
| 1750 Valley View Ln Ste 125 | FARMERS BRANCH | TX | 75234 | PC | GENERAL SUPPORT | $5,000 |
| HIGHLAND PARK PRESBYTERIAN CHURCH | ||||||
| 3821 University Blvd | DALLAS | TX | 75205 | PC | GENERAL SUPPORT | $5,000 |
| NEXUS RECOVERY CENTER | ||||||
| 8733 La Prada Dr | DALLAS | TX | 75228 | PC | GENERAL SUPPORT | $25,000 |
| JACOB'S PILLOW | ||||||
| 358 George Carter Rd | BECKET | MA | 01223 | PC | GENERAL SUPPORT | $5,000 |
| OVER THE BRIDGE ARTS | ||||||
| 1307 Kings Highway | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $2,500 |
| RESOURCE CENTER | ||||||
| 5750 Cedar Springs Rd | DALLAS | TX | 75235 | PC | GENERAL SUPPORT | $50,000 |
| SAMMONS CENTER FOR THE ARTS | ||||||
| 3630 Harry Hines Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $25,000 |
| SCOTT MURAY SCHOLARSHIP FUND | ||||||
| PO Box 190434 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $4,000 |
| SCOTTISH RITE HOSPITAL | ||||||
| 3800 Gaylord Parkway Suite 850 | FRISCO | TX | 75034 | PC | GENERAL SUPPORT | $15,000 |
| SECOND THOUGHT THEATRE | ||||||
| 3400 Blackburn St | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $2,500 |
| SHELTON SCHOOL | ||||||
| 17301 Preston Rd | DALLAS | TX | 75252 | PC | GENERAL SUPPORT | $5,000 |
| KERA | ||||||
| PO Box 150039 | DALLAS | TX | 75315 | PC | GENERAL SUPPORT | $200,000 |
| Make-A-Wish Central & Western North Carolina | ||||||
| 6324 Fairview Rd 500 | Charlotte | NC | 28210 | PC | GENERAL SUPPORT | $10,000 |
| TACA | ||||||
| 17752 Sky Park Cir Ste 140 | IRVINE | CA | 92614 | PC | GENERAL SUPPORT | $7,000 |
| TEATRO DALLAS | ||||||
| 1230 River Bend Dr 111 | DALLAS | TX | 75247 | PC | GENERAL SUPPORT | $2,500 |
| Moody Family YMCA | ||||||
| 6000 Preston Rd | DALLAS | TX | 75205 | PC | GENERAL SUPPORT | $5,000 |
| NORMAN ROCKWELL MUSEUM | ||||||
| 9 Glendale Rd | Stockbridge | MA | 01262 | PC | GENERAL SUPPORT | $55,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 Mapleshade Ln | PLANO | TX | 75075 | PC | GENERAL SUPPORT | $50,000 |
| OAK CLIFF SOCIETY OF FINE ARTS | ||||||
| 401 N Rosemont Ave | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $7,500 |
| TITAS | ||||||
| 00 N Pearl St Suite 1800 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $11,275 |
| OPERATION KINDNESS | ||||||
| 3201 Earhart Dr | CARROLLTON | TX | 75006 | PC | GENERAL SUPPORT | $1,000 |
| PRODUCER HUB | ||||||
| 113 Adams Dr | Princeton | NJ | 08540 | PC | GENERAL SUPPORT | $2,500 |
| RADIO LAB | ||||||
| 160 Varick St | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $25,000 |
| VERDYGRIS MUSIC ENSEMBLE | ||||||
| 3630 Harry Hines Blvd Box 45 | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $2,500 |
| NASHER SCULPTURE CENTER | ||||||
| 2001 Flora St | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $5,000 |
| SKY RANCH | ||||||
| 24657 County Road 448 | VAN | TX | 75790 | PC | GENERAL SUPPORT | $1,000 |
| SOCIETY OF ILLUSTRATORS | ||||||
| 128 E 63rd St | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $3,000 |
| SOUTHERN GATEWAY PARK | ||||||
| Interstate 35E Fwy HOV | DALLAS | TX | 75203 | PC | GENERAL SUPPORT | $25,000 |
| SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION | ||||||
| 633 W Davis St 227 | DALLAS | TX | 75208 | PC | GENERAL SUPPORT | $2,475,000 |
| STANFORD SCHOOL OF MEDICINE | ||||||
| 291 Campus Drive Li Ka Shing Buildi | STANFORD | CA | 94305 | PC | GENERAL SUPPORT | $30,000 |
| TEXAS BALLET THEATER | ||||||
| 1500 Mall Circle | FORT WORTH | TX | 76116 | PC | GENERAL SUPPORT | $5,000 |
| THE CEDARS UNION | ||||||
| 1219 S Ervay St | DALLAS | TX | 75215 | PC | GENERAL SUPPORT | $7,004 |
| THE STEW POT | ||||||
| 1610 S Malcolm X Blvd | DALLAS | TX | 75226 | PC | GENERAL SUPPORT | $50,000 |
| UPTOWN PLAYERS | ||||||
| 3636 Turtle Creek Blvd | DALLAS | TX | 75219 | PC | GENERAL SUPPORT | $5,000 |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||
| 5323 Harry Hines Blvd | DALLAS | TX | 75390 | PC | GENERAL SUPPORT | $1,000 |
| VISIONS FOR CHANGE | ||||||
| 3225 Martin Luther King Jr Blvd S | DALLAS | TX | 75210 | PC | GENERAL SUPPORT | $5,000 |
| WATER MISSION | ||||||
| 1150 Molly Greene Wy Bldg 1605 | North Charleston | SC | 29405 | PC | GENERAL SUPPORT | $5,000 |
| WEST CENTRAL BEHAVIORAL HEALTH | ||||||
| 52 West Pleasant Street | Claremont | NH | 03743 | PC | GENERAL SUPPORT | $5,000 |
| WITTER COIN SCHOLARSHIP FUND | ||||||
| 2299 Lombard St | San Francisco | CA | 94123 | PC | GENERAL SUPPORT | $5,000 |
| TURNOUT ACTIVISM INC | ||||||
| 35 WALDEN ST | CAMBRIDGE | MA | 02140 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,135,560 | 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 | $10,446 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,521 | 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 | $1,067,684 | 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 | -$4,983 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,504,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,504,668 | 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 | $5,043,012 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE HALPERIN FOUNDATION MAKE THE ELECTION UNDER Regulations section 53.4942(a)-3(d)(2) to apply part of the remaining qualifying distributions to 2022 undistributed income. | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,566 | LegalFeesAmt |
| Net Investment Income | $1,783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,783 | AdjustedNetIncomeAmt |
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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST AND FMV DIFFERENCE - DONATED STOCK | $2,531,477 |
| BANK RECONCILIATION | $93,195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK FEE | $32 | $32 | |
| DEDUCTIONS 3RODEO VENTURE II | $216 | $216 | |
| DEDUCTIONS AKKADIAN II K-1 | $100 | $100 | |
| DEDUCTIONS AKKADIAN III K-1 | $1,091 | $1,091 | |
| DEDUCTION ATINC II | $62,491 | $62,491 | |
| DEDUCTION DESIGNER FUND II | $9,821 | $9,821 | |
| DEDUCTION AKKADIAN V K-1 | $5,399 | $5,399 | |
| DEDUCTION ANCHOR ATINC SPV | $54,000 | $54,000 | |
| PROFESSIONAL DUES | $667 | $667 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM RESILIENT VENTURE | $8,788 | $8,788 |
| RENTAL INCOME FROM MAISON RESIDENTIAL | -$13,771 | -$13,771 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BANK RECONCILIATION | $604,625 |
| OTHER INCREASE | $223,996 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX PAID |
| FOREIGN TAX PAID |
Comments