THE HALPERIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349104019
- Schema version
- 2016v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T15:47:46-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 75901220173195000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | 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 | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,092,236 | 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 | $685,490 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $720 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $720 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $528,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,050,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $528,212 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,479 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,479 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,361,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $675,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,000 | LegalFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,293 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,293 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $673 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,682 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,034,212 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,034,212 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,056,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,034,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $304,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $652,862 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$26,918 | CashBOYAmt |
| Cash EOY | $127,234 | CashEOYAmt |
| Cash EOYFMV | $127,234 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,198,865 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,134,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,871,378 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $126,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,744 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,305,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,355,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,092,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,305,056 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,355,825 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,305,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,355,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,305,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,355,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,305,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $304,140 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,609,196 | SubtotalAmt |
| Other Decreases | $253,371 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,355,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FIDELITY | P | 2016-12-31 | $1,000,569 | $520,424 | $480,145 | $480,145 |
| GAIN FROM K-1S | P | 2016-12-31 | $50,299 | $50,299 | $50,299 | |
| LOSS FROM K-1S | P | 2016-12-31 | $2,232 | -$2,232 | -$2,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $528,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $818,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,492,001 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071262 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $579,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,797,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059183 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $284,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,922,219 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $280,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,908,444 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047464 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,887 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,355,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056299 | DistributionYr5Rt |
| Total Distribution | 0.270135 | TotalDistributionRt |
| Average Distribution | 0.054027 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,333,704 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $720,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,529 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $726,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,034,212 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,529 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,529 | SubtotalAmt |
| Tax Based On Investment Income | $6,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $316 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $316 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,213 | TaxDueAmt |
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 |
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 | $13,370,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $86,744 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,536,755 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,536,755 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,333,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $666,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $666,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,529 | TotalTaxAmt |
| Distributable Before Adj | $660,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $660,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $660,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,034,212 | 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 | $1,034,212 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,529 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,027,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $660,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $238,372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $238,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,034,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $660,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $374,056 | RemainingDistriFromCorpusAmt |
| Total Corpus | $612,428 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $612,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $238,372 | ExcessFromYear1Amt |
| Excess From Current Year | $374,056 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dance Council of north texas | |||||||||||
| 3630 harry hines blvd | dallas | TX | 75219 | supporting organization | PC | general support | $35,920 | ||||
| Bruce Wood Dance Company | |||||||||||
| 101 Howell St | dallas | TX | 75207 | supporting organization | PC | general support | $537,721 | ||||
| AIDS ARMS | |||||||||||
| 351 W JEFFERSON BLVD NO 300 | DALLAS | TX | 75208 | supporting organization | PC | general support | $500 | ||||
| University of Washington | |||||||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | supporting organization | PC | general support | $160,000 | ||||
| Middlesex School | |||||||||||
| 1400 Lowell Rd | Concord | MA | 01742 | supporting organization | PC | general support | $10,000 | ||||
| ARTISTS FOR PEACE AND JUSTICE | |||||||||||
| 1507 7TH STREET | SANTA MONACA | CA | 90401 | supporting organization | PC | general support | $1,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | supporting organization | PC | general support | $1,000 | ||||
| CHICAGO SYMPHONY ORCHESTRA ASSOCIATION | |||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 606042559 | supporting organization | PC | general support | $500 | ||||
| DAVID RAYMOND PRICE FOUNDATION | |||||||||||
| 101 CONSTITUTION AVE NW SUITE 325E | WASHINGTON | DC | 20001 | supporting organization | PF | general support | $5,000 | ||||
| DIRECT RELIEF | |||||||||||
| 27 S LA PATERA LANE | GOLETA | CA | 93117 | supporting organization | PC | general support | $30,000 | ||||
| DALLAS HERITAGE VILLAGE | |||||||||||
| 1515 S HARWOOD | dallas | TX | 75215 | supporting organization | PC | general support | $2,000 | ||||
| DOCTORS WITHOUT BORDERS USA | |||||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | supporting organization | PC | general support | $15,000 | ||||
| DANCEUSA | |||||||||||
| 1111 16TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | supporting organization | PC | general support | $1,058 | ||||
| FOOD FOR THE POOR | |||||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | supporting organization | PC | general support | $7,500 | ||||
| Southerners on New Ground | |||||||||||
| 580 Holderness St SW | atlanta | GA | 30310 | supporting organization | PC | general support | $1,000 | ||||
| GIVE WAY TO FREEDOM | |||||||||||
| 157 BROWNS RIVER RD | ESSEX JCT | VT | 05452 | supporting organization | POF | general support | $10,000 | ||||
| LATINOJUSTICE PRLDEF | |||||||||||
| 99 HUDSON ST 14TH FL | NEW YORK | NY | 10013 | supporting organization | PC | general support | $25,000 | ||||
| The Writer's Garret | |||||||||||
| 10809 Garland Rd | dallas | TX | 75218 | supporting organization | PC | general support | $2,500 | ||||
| LIVING FREE | |||||||||||
| PO Box 1595 | Culver City | CA | 90232 | supporting organization | PC | general support | $500 | ||||
| METHUSELAH FOUNDATION INC | |||||||||||
| PO BOX 1143 | LORTON | VA | 22199 | supporting organziation | PC | general support | $15,000 | ||||
| MY FRIEND'S PLACE | |||||||||||
| 265 4TH AVE APT 1B | BROOKLYN | NY | 11215 | supporting organization | PC | general support | $1,000 | ||||
| RESOURCE CENTER | |||||||||||
| PO BOX 190869 | dallas | TX | 75219 | supporting organization | PC | general support | $5,000 | ||||
| SHELTON SCHOOL | |||||||||||
| 15720 HILLCREST RD | dallas | TX | 75248 | supporting organization | PC | general support | $20,000 | ||||
| SMU | |||||||||||
| PO BOX 750100 | dallas | TX | 75275 | supporting organization | PC | general support | $2,335 | ||||
| chamberlain performing arts | |||||||||||
| 3003 W 15th St | plano | TX | 75075 | supporting organization | PC | general support | $2,500 | ||||
| TACA | |||||||||||
| One Arts Plaza | dallas | TX | 75201 | supporting organization | PC | general support | $16,185 | ||||
| TITAS | |||||||||||
| 700 N Pearl St N1800 | dallas | TX | 75201 | supporting organization | PC | general support | $30,000 | ||||
| ST BONIFICE HAITI FOUNDATION | |||||||||||
| 383 ELLIOT STREET DOOR G SUITE 100 | NEWTON UPPER FALLS | MA | 02464 | supporting organization | PC | general support | $15,000 | ||||
| Sungkyunkwan University | |||||||||||
| supporting organization | PC | general support | $500 | 145 ANAM-RO ANAM-DONG | SEONGBUKGU | SEOUL | KS | ||||
| THE KNOWING FOUNDATION | |||||||||||
| 823 DON DIEGO AVENUE | SANTA FE | NM | 87505 | supporting organization | PC | general support | $2,500 | ||||
| THE OAKRIDGE SCHOOL | |||||||||||
| 5900 W PIONEER PKWY | ARLINGTON | TX | 76013 | PC | GENERAL SUPPORT | $20,286 | |||||
| DALLAS ARTS DISTRICT FOUNDATION | |||||||||||
| 750 N SAINT PAUL ST STE 1630 45 | DALLAS | TX | 75201 | PC | GENERAL SUPPORT | $1,500 | |||||
| THE JUILLIARD SCHOOL | |||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | SCHOLARSHIP | $16,207 | |||||
| VOTO LATINO | |||||||||||
| PO BOX 18416 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $40,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,034,212 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,819 | 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 | $528,212 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RENTAL INCOME | 16 | $21,487 |
| OTHER INCOME | 01 | -$8 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $675,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $675,510 | 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 | $685,490 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6500 SHARES OF DISNEY STOCK | NoncashPropertyDesc |
| Fair Market Value | $685,490 | FairMarketValueAmt |
| Received | 2016-12-23 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $253,371 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CONTRACT LABOR | $5,734 | $5,734 |
| INVESTMENT FEE | $93 | $93 |
| REPAIR | $997 | $997 |
| REIMBURSEMENT | $611 | $611 |
| DEDUCTIONS AKKADIAN II K-1 | $579 | $579 |
| DEDUCTIONS AKKADIAN III K-1 | $6,566 | $6,566 |
| DEDUCTIONS WEIDMAN K-1 | $3,102 | $3,102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| rental income | $21,487 | $21,487 |
| ORDINARY INCOME FROM AKKADIAN III | -$8 | -$8 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAX | CategoryTxt |
| Amt | $673 | Amt |
| Net Investment Income | $673 | NetInvestmentIncomeAmt |
Comments