THE HALPERIN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2017-03-06
- IRS object ID
- 201710659349100511
- Schema version
- 2014v6.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-06T17:08:29-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE E BERNSTIEN & ASSOC PC | 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 | 2014-01-01 | 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 | JAMES HALPERIN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2145283500 | PhoneNum |
| Signature | 2017-01-13 | 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 |
| Preparation | 2017-02-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,950,460 | 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 | $1,388,550 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,072 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $106,072 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,421,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,910,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,421,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,972 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,972 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $29,972 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,946,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,557,484 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $136,044 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,021 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,021 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,021 | LegalFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $233 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $233 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $233 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $25,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,223 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $25,223 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $17,998 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,998 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,998 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,475 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $640,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,475 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $594,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,305,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,512,009 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,569 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,138 | CashBOYAmt |
| Cash EOY | $32,714 | CashEOYAmt |
| Cash EOYFMV | $32,714 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,822,387 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,166,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,825,866 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $125,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,105,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,332,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,950,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,105,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,332,773 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,105,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,332,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,105,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,332,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,105,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,305,615 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,411,391 | SubtotalAmt |
| Other Decreases | $1,078,618 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,332,773 | 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 |
|---|---|---|---|---|---|
| FIDELITY | 2014-12-31 | $1,646,902 | $489,208 | $1,157,694 | $1,157,694 |
| FIDELITY | 2014-12-31 | $52,169 | $52,169 | $52,169 | |
| K-1 PASS THROUGH | 2014-12-31 | $211,577 | $211,577 | $211,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,421,440 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $284,620 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,922,219 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035927 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $280,438 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,908,444 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047464 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $188,887 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,355,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056299 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $182,704 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,480,687 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052491 | DistributionYr4Rt |
| Total Distribution | 0.192181 | TotalDistributionRt |
| Average Distribution | 0.048045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,797,154 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $470,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $485,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $594,944 | 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 | $15,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,120 | SubtotalAmt |
| Tax Based On Investment Income | $15,120 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $32,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $32,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,380 | OverpaymentAmt |
| Applied To ES Tax | $15,120 | AppliedToESTaxAmt |
| Refund | $2,260 | RefundAmt |
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 |
|---|---|---|---|---|---|---|
| JAMES HALPERIN | ||||||
| 3500 Maple Avenue 17th floor | Dallas | TX | 75219 | PRESIDENT | 0 | $0 |
| MARJORIE HALPERIN | ||||||
| 3500 Maple Avenue 17th floor | Dallas | TX | 75219 | VICE PRESIDENT | 0 | $0 |
| SHARON HALPERIN | ||||||
| 3500 Maple Avenue 17th floor | Dallas | TX | 75219 | VICE PRESIDENT | 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 | $9,724,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $85,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,946,349 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,946,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,797,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,120 | TotalTaxAmt |
| Distributable Before Adj | $474,738 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $474,738 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $474,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $594,944 | 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 | $594,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,120 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $579,824 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $474,738 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $126,475 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $594,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $126,475 | AppliedToYear1Amt |
| Applied To Current Year | $468,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,269 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS Interfaith Network | |||||||
| 2707 North Stemmons Freeway Suite | dallas | TX | 75207 | supporting organization | PC | general support | $3,000 |
| arga nova dance | |||||||
| 3630 HARRY HINES BLVD | dallas | TX | 75219 | supporting organization | PC | general support | $6,000 |
| Bruce Wood Dance Company | |||||||
| 101 Howell St | dallas | TX | 75207 | supporting organization | PC | general support | $267,423 |
| colgate university | |||||||
| 13 Oak Dr Hamilton | new york | NY | 13346 | supporting organization | PC | general support | $9,000 |
| dallas ballet company | |||||||
| 8530 Abrams Rd Suite 608 | dallas | TX | 75243 | supporting organization | PC | general support | $2,500 |
| dallas black dance theatre | |||||||
| 2700 Ann Williams Way | dallas | TX | 75201 | supporting organization | PC | general support | $6,200 |
| Dallas Heritage Village | |||||||
| 1515 S Harwood St | dallas | TX | 75215 | supporting organization | PC | general support | $1,000 |
| Dallas Wind Symphony | |||||||
| PO Box 595026 | dallas | TX | 75359 | supporting organization | PC | general support | $2,000 |
| Dance Council of north texas | |||||||
| 3630 harry hines blvd | dallas | TX | 75219 | supporting organization | PC | general support | $43,000 |
| Diffa Dallas | |||||||
| 2050 N Stemmons Fwy | dallas | TX | 75207 | supporting organization | PC | general support | $3,921 |
| First Unitarian Church of Dallas | |||||||
| 4015 Normandy Ave | dallas | TX | 75205 | supporting organziation | PC | general support | $9,500 |
| harvard university | |||||||
| Massachusetts Hall | Cambridge | MA | 02138 | supporting organziation | PC | general support | $10,000 |
| middlesex school | |||||||
| 1400 Lowell Rd | Concord | MA | 01742 | supporting organziation | PC | general support | $10,000 |
| pantego bible church | |||||||
| 8001 Anderson Blvd | Fort Worth | TX | 76120 | supporting organziation | PC | general support | $1,000 |
| rowland hall high school | |||||||
| 720 Guardsman Way | Salt Lake City | UT | 84108 | supporting organization | PC | general support | $3,000 |
| sammons center for the arts | |||||||
| 3630 Harry Hines Blvd | dallas | TX | 75219 | supporting organization | PC | general support | $5,000 |
| shelton school | |||||||
| 720 Guardsman Way | Salt Lake City | UT | 84108 | supporting organization | PC | general support | $10,000 |
| SMU | |||||||
| PO Box 750100 | dallas | TX | 75275 | supporting organization | PC | general support | $4,500 |
| TACA | |||||||
| One Arts Plaza | dallas | TX | 75201 | supporting organization | PC | general support | $1,000 |
| TITAS | |||||||
| 700 N Pearl St N1800 | dallas | TX | 75201 | supporting organization | PC | general support | $31,900 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | supporting organization | PC | general support | $160,000 |
| The Writer's Garret | |||||||
| 10809 Garland Rd | dallas | TX | 75218 | supporting organization | PC | general support | $2,500 |
| YMCA | |||||||
| 101 N Wacker Drive | Chicago | IL | 60606 | supporting organization | PC | general support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,944 | 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 | $106,072 | 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 | $1,421,440 | 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 | RENTAL INCOME | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $29,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,557,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,557,484 | 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 | $1,388,550 | 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 | apple stock | NoncashPropertyDesc |
| Fair Market Value | $1,388,550 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $0 | 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 | UNREALIZED GAIN ON CONTRIBUTION | Desc |
| Amt | $1,078,618 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE | Desc |
| Revenue And Expenses Per Books | $17,998 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,998 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | rental income | Desc |
| Revenue And Expenses Per Books | $29,972 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,972 | AdjustedNetIncomeAmt |
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