2025-11-17T12:53:52-05:00 2024-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990PF 2024-01-01 752294319 THE HALPERIN FOUNDATION % DAGMAR BYERS HALP 2145283500 2801 W AIRPORT FREEWAY Dallas TX 75261 JAMES HALPERIN OFFICER 2145283500 2025-05-12 true true BRUCE E BERNSTIEN P01424343 2147060840 2024 2025-03-06 01:10:19Z X 98631846 X 5043012 10446 10446 431521 431521 1067684 1158248 1067684 -4983 -4983 6547680 1504668 0 3566 1783 1783 0 4541 2271 2270 11075 11075 54291 133817 133150 667 207290 148279 4720 0 4135560 4135560 4342850 148279 4720 4135560 2204830 1356389 0 778083 9802222 10989084 97822076 802890 802890 802890 6880 6880 6880 11390075 11798854 98631846 0 0 X 11390075 11798854 11390075 11798854 11390075 11798854 11390075 2204830 828621 14423526 2624672 11798854 ST GAIN P 2024-12-31 6161 -6161 -6161 LT GAIN D 2024-12-31 36881 -36881 -36881 LT GAIN FROM FIDELITY 2024-12-31 1158248 47522 1110726 1110726 1067684 18854 18854 18854 6912 0 20000 26912 544 7514 7514 false false false false false false false true true TX true false false false false true DAGMAR BYERS 2145283500 2801 W AIRPORT FREEWAY dallas TX 75261 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 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 79769818 115340 809770 80694928 0 80694928 1210424 79484504 3974225 3974225 18854 18854 3955371 3955371 3955371 4135560 0 0 0 0 4135560 3955371 3227598 2022 2021 2020 348859 0 0 4135560 3227598 348859 559103 0 0 0 0 3396268 0 0 JAMES HALPERIN X ALCOR 7895 E Acoma Drive Suite 110 Scottsdale AZ 85260 PC GENERAL SUPPORT 150000 AMERICAN NUMISMATIC ASSOCIATION 818 North Cascade Ave Colorado Springs CO 80903 PC GENERAL SUPPORT 25000 ARTTITUDE 2488 Fort Worth Avenue 11202 DALLAS TX 75211 PC GENERAL SUPPORT 1000 BECKLES DANCING COMPANY 3630 Harry Hines Blvd DALLAS TX 75219 PC GENERAL SUPPORT 5000 ARTS MISSION OAK CLIFF 410 S Windomere Ave DALLAS TX 75208 PC GENERAL SUPPORT 10000 Azleway Children's Services 2004 TX-360 Frontage Rd Grand Prairie TX 75050 I GENERAL SUPPORT 1000 BANDAN KORO 3630 Harry Hines Blvd DALLAS TX 75219 PC GENERAL SUPPORT 1200 BALLET NORTH TEXAS 10675 E NW Hwy Suite 2400 DALLAS TX 75238 PC GENERAL SUPPORT 2500 CARA MIA THEATRE 2600 Live Oak DALLAS TX 75204 PC GENERAL SUPPORT 20000 BISHOP ARTS THEATRE CENTER 215 S Tyler St DALLAS TX 75208 PC GENERAL SUPPORT 2500 BRUCE WOOD DANCE DALLAS 101 Howell St DALLAS TX 75207 PC GENERAL SUPPORT 625681 BUSINESS COUNCIL FOR THE ARTS 2700 Commerce St Suite 100A DALLAS TX 75226 PC GENERAL SUPPORT 4400 CHAMBERLAIN BALLET 1404 Gables Court Suite 101 PLANO TX 75075 PC GENERAL SUPPORT 7500 CHARLES M SCHULZ MUSEUM 2301 Hardies Ln SANTA ROSA CA 95403 PC GENERAL SUPPORT 5000 CHILDREN'S MEDICAL CENTER FOUNDATOIN 2777 N Stemmons Fwy Suite 1700 DALLAS TX 75207 PC GENERAL SUPPORT 1000 COLLIN COUNTY BALLET THEATER 2865 McDermott Rd 140 PLANO TX 75025 PC GENERAL SUPPORT 2500 DALLAS ARTS DISTRICT 750 N St Paul Street Suite 1630 DALLAS TX 75201 PC GENERAL SUPPORT 5000 DALLAS CONTEMPORARY 161 Glass St DALLAS TX 75207 PC GENERAL SUPPORT 5000 DALLAS PRIDE 1300 Robert B Cullum Blvd DALLAS TX 75210 PC GENERAL SUPPORT 3000 DALLAS THEATER CENTER 2400 Flora St DALLAS TX 75201 PC GENERAL SUPPORT 5000 COMPASSION KIND 215 7th Ave SW LARGO FL 33770 PC GENERAL SUPPORT 2500 FIRST UNITARIAN CHURCH OF DALLAS 4015 Normandy Ave DALLAS TX 75205 PC GENERAL SUPPORT 20000 FOREST FORWARD 1918 Martin Luther King Jr Blvd DALLAS TX 75215 PC GENERAL SUPPORT 5000 DALLAS CHILDRENS HOSPITAL 1935 Medical District Dr DALLAS TX 75235 PC GENERAL SUPPORT 15000 DALLAS HOLOCAUST MUSEUM & HUMAN RIGHTS 300 N Houston St DALLAS TX 75202 PC GENERAL SUPPORT 5000 DELAWARE ART MUSEUM 2301 Kentmere Pkwy Wilmington DE 19806 PC GENERAL SUPPORT 5000 KITCHEN DOG THEATER 4774 Algiers St DALLAS TX 75207 PC GENERAL SUPPORT 2500 DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA 204 Wymore Rd WINTER PARK FL 32789 PC GENERAL SUPPORT 2000 LU FAMILY FUND 5109 Runnin River Dr PLANO TX 75093 PF GENERAL SUPPORT 5000 MIDDLESEX SCHOOL 1400 Lowell Rd Concord MA 01742 PC GENERAL SUPPORT 30000 GIFT OF LIFE LONG ISLAND 313 East Main Street Patchogue NY 11772 PC GENERAL SUPPORT 1000 NATIONAL MS SOCIETY 1750 Valley View Ln Ste 125 FARMERS BRANCH TX 75234 PC GENERAL SUPPORT 5000 HIGHLAND PARK PRESBYTERIAN CHURCH 3821 University Blvd DALLAS TX 75205 PC GENERAL SUPPORT 5000 NEXUS RECOVERY CENTER 8733 La Prada Dr DALLAS TX 75228 PC GENERAL SUPPORT 25000 JACOB'S PILLOW 358 George Carter Rd BECKET MA 01223 PC GENERAL SUPPORT 5000 OVER THE BRIDGE ARTS 1307 Kings Highway DALLAS TX 75208 PC GENERAL SUPPORT 2500 RESOURCE CENTER 5750 Cedar Springs Rd DALLAS TX 75235 PC GENERAL SUPPORT 50000 SAMMONS CENTER FOR THE ARTS 3630 Harry Hines Blvd DALLAS TX 75219 PC GENERAL SUPPORT 25000 SCOTT MURAY SCHOLARSHIP FUND PO Box 190434 DALLAS TX 75219 PC GENERAL SUPPORT 4000 SCOTTISH RITE HOSPITAL 3800 Gaylord Parkway Suite 850 FRISCO TX 75034 PC GENERAL SUPPORT 15000 SECOND THOUGHT THEATRE 3400 Blackburn St DALLAS TX 75219 PC GENERAL SUPPORT 2500 SHELTON SCHOOL 17301 Preston Rd DALLAS TX 75252 PC GENERAL SUPPORT 5000 KERA PO Box 150039 DALLAS TX 75315 PC GENERAL SUPPORT 200000 Make-A-Wish Central & Western North Carolina 6324 Fairview Rd 500 Charlotte NC 28210 PC GENERAL SUPPORT 10000 TACA 17752 Sky Park Cir Ste 140 IRVINE CA 92614 PC GENERAL SUPPORT 7000 TEATRO DALLAS 1230 River Bend Dr 111 DALLAS TX 75247 PC GENERAL SUPPORT 2500 Moody Family YMCA 6000 Preston Rd DALLAS TX 75205 PC GENERAL SUPPORT 5000 NORMAN ROCKWELL MUSEUM 9 Glendale Rd Stockbridge MA 01262 PC GENERAL SUPPORT 55000 NORTH TEXAS FOOD BANK 3677 Mapleshade Ln PLANO TX 75075 PC GENERAL SUPPORT 50000 OAK CLIFF SOCIETY OF FINE ARTS 401 N Rosemont Ave DALLAS TX 75208 PC GENERAL SUPPORT 7500 TITAS 00 N Pearl St Suite 1800 DALLAS TX 75201 PC GENERAL SUPPORT 11275 OPERATION KINDNESS 3201 Earhart Dr CARROLLTON TX 75006 PC GENERAL SUPPORT 1000 PRODUCER HUB 113 Adams Dr Princeton NJ 08540 PC GENERAL SUPPORT 2500 RADIO LAB 160 Varick St NEW YORK NY 10013 PC GENERAL SUPPORT 25000 VERDYGRIS MUSIC ENSEMBLE 3630 Harry Hines Blvd Box 45 DALLAS TX 75219 PC GENERAL SUPPORT 2500 NASHER SCULPTURE CENTER 2001 Flora St DALLAS TX 75201 PC GENERAL SUPPORT 5000 SKY RANCH 24657 County Road 448 VAN TX 75790 PC GENERAL SUPPORT 1000 SOCIETY OF ILLUSTRATORS 128 E 63rd St NEW YORK NY 10065 PC GENERAL SUPPORT 3000 SOUTHERN GATEWAY PARK Interstate 35E Fwy HOV DALLAS TX 75203 PC GENERAL SUPPORT 25000 SOUTHERN GATEWAY PUBLIC GREEN FOUNDATION 633 W Davis St 227 DALLAS TX 75208 PC GENERAL SUPPORT 2475000 STANFORD SCHOOL OF MEDICINE 291 Campus Drive Li Ka Shing Buildi STANFORD CA 94305 PC GENERAL SUPPORT 30000 TEXAS BALLET THEATER 1500 Mall Circle FORT WORTH TX 76116 PC GENERAL SUPPORT 5000 THE CEDARS UNION 1219 S Ervay St DALLAS TX 75215 PC GENERAL SUPPORT 7004 THE STEW POT 1610 S Malcolm X Blvd DALLAS TX 75226 PC GENERAL SUPPORT 50000 UPTOWN PLAYERS 3636 Turtle Creek Blvd DALLAS TX 75219 PC GENERAL SUPPORT 5000 UT SOUTHWESTERN MEDICAL CENTER 5323 Harry Hines Blvd DALLAS TX 75390 PC GENERAL SUPPORT 1000 VISIONS FOR CHANGE 3225 Martin Luther King Jr Blvd S DALLAS TX 75210 PC GENERAL SUPPORT 5000 WATER MISSION 1150 Molly Greene Wy Bldg 1605 North Charleston SC 29405 PC GENERAL SUPPORT 5000 WEST CENTRAL BEHAVIORAL HEALTH 52 West Pleasant Street Claremont NH 03743 PC GENERAL SUPPORT 5000 WITTER COIN SCHOLARSHIP FUND 2299 Lombard St San Francisco CA 94123 PC GENERAL SUPPORT 5000 TURNOUT ACTIVISM INC 35 WALDEN ST CAMBRIDGE MA 02140 PC GENERAL SUPPORT 10000 4135560 14 10446 14 431521 18 1067684 OTHER INCOME 01 -4983 1504668 1504668 false false false false false false false false false false X X 1 james halperin 5933 st andrews drive dallas TX 75205 5043012 X 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. LEGAL FEES 3566 1783 1783 DEPOSIT 6880 6880 6880 COST AND FMV DIFFERENCE - DONATED STOCK 2531477 BANK RECONCILIATION 93195 BANK FEE 32 32 DEDUCTIONS 3RODEO VENTURE II 216 216 DEDUCTIONS AKKADIAN II K-1 100 100 DEDUCTIONS AKKADIAN III K-1 1091 1091 DEDUCTION ATINC II 62491 62491 DEDUCTION DESIGNER FUND II 9821 9821 DEDUCTION AKKADIAN V K-1 5399 5399 DEDUCTION ANCHOR ATINC SPV 54000 54000 PROFESSIONAL DUES 667 667 ORDINARY INCOME FROM RESILIENT VENTURE 8788 8788 RENTAL INCOME FROM MAISON RESIDENTIAL -13771 -13771 BANK RECONCILIATION 604625 OTHER INCREASE 223996 FEDERAL TAX PAID FOREIGN TAX PAID