THE HALPERIN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE HALPERIN FOUNDATION (EIN 75-2294319)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101873
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:14:16-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | JAM9 | 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 | CONTROLLER | PersonTitleTxt |
| Phone | 2145283500 | PhoneNum |
| Signature | 2016-11-02 | 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 | 2016-11-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,454,174 | 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 | $2,031,925 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,441 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $78,441 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $582,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,152 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $115 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,705 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,705 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,705 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,143,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,298 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,261 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $174 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $174 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $174 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $63 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $63 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $63 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $41,710 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,710 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $41,710 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $92,498 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $92,498 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $92,498 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,728 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,728 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $8,728 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $12,472 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $12,472 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $12,472 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $344,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $344,853 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $500,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $500,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $500,498 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $398,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $588,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $899,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $500,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $500,498 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $588,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,243,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,714 | CashBOYAmt |
| Cash EOY | -$26,918 | CashEOYAmt |
| Cash EOYFMV | -$26,918 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,166,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,198,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,389,212 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $126,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,332,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,305,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,454,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,332,773 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,305,056 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,332,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,305,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,332,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,305,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,332,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,243,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $728,361 | OtherIncreasesAmt |
| Subtotal | $8,305,056 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,305,056 | 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 | 2015-12-31 | $254 | $139 | $115 | $115 |
| FIDELITY | 2015-12-31 | $577,079 | $560,844 | $16,235 | $16,235 |
| K-1 PASS THROUGH | 2015-12-31 | $4,802 | $4,802 | $4,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,152 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $567,221 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,797,154 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,620 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,922,219 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035927 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $280,438 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,908,444 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,887 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,355,089 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056299 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,704 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,480,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052491 | DistributionYr5Rt |
| Total Distribution | 0.250078 | TotalDistributionRt |
| Average Distribution | 0.050016 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,492,001 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $574,784 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $574,784 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $588,106 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,985 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,985 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,985 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,985 | 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 | false | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $11,461,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $85,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,667,006 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,667,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,492,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $574,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $574,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $574,600 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $574,600 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $574,600 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $588,106 | 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 | $588,106 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $588,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $574,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,021 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $588,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,021 | AppliedToYear1Amt |
| Applied To Current Year | $569,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,515 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Dance Council of north texas | |||||||
| 3630 harry hines blvd | dallas | TX | 75219 | supporting organization | PC | general support | $45,000 |
| Bruce Wood Dance Company | |||||||
| 101 Howell St | dallas | TX | 75207 | supporting organization | PC | general support | $100,342 |
| The Julliard School | |||||||
| 60 Lincoln Center Plaza | new york | NY | 10023 | supporting organization | PC | general support | $6,708 |
| University of Washington | |||||||
| 1410 NE Campus Parkway | Seattle | WA | 98195 | supporting organization | PC | general support | $163,653 |
| Middlesex School | |||||||
| 1400 Lowell Rd | Concord | MA | 01742 | supporting organization | PC | general support | $10,000 |
| Alcor Life Extension Foundation | |||||||
| 7895 E Acoma Dr 110 | Scottsdale | AZ | 85260 | supporting organization | PC | general support | $20,000 |
| Cryonics Institute | |||||||
| 24355 Sorrentino Ct | Clinton Town | MI | 48035 | supporting organization | PC | general support | $20,000 |
| KERA Public Media North Texas | |||||||
| 3000 Harry Hines Boulevard | dallas | TX | 75201 | supporting organization | PC | general support | $4,000 |
| Dallas Wind Symphony | |||||||
| PO Box 595026 | dallas | TX | 75359 | supporting organization | PC | general support | $2,500 |
| YMCA | |||||||
| 101 N Wacker Drive | Chicago | IL | 60606 | supporting organization | PC | general support | $5,600 |
| Meadows School of the Arts | |||||||
| 6101 Bishop Blvd | dallas | TX | 75205 | supporting organization | PC | general support | $2,000 |
| Theatre Three | |||||||
| 2800 Routh St | dallas | TX | 75201 | supporting organization | PC | general support | $1,500 |
| AIDS Interfaith Network | |||||||
| 2707 North Stemmons Freeway Suite | dallas | TX | 75207 | supporting organization | PC | general support | $3,000 |
| rowland hall high school | |||||||
| 720 Guardsman Way | Salt Lake City | UT | 84108 | supporting organization | PC | general support | $3,000 |
| Southerners on New Ground | |||||||
| 580 Holderness St SW | atlanta | GA | 30310 | supporting organization | PC | general support | $1,000 |
| David Sheldrick Wildlife Trust | |||||||
| 25283 Cabot Road 101 | Laguna Hills | CA | 92653 | supporting organization | PC | general support | $1,000 |
| Alzheimer's Association | |||||||
| 3001 Knox St 200 | Dallas | TX | 75205 | supporting organization | PC | general support | $1,000 |
| The Writer's Garret | |||||||
| 10809 Garland Rd | dallas | TX | 75218 | supporting organization | PC | general support | $2,500 |
| Movember Foundation | |||||||
| PO Box 1595 | Culver City | CA | 90232 | supporting organization | PC | general support | $500 |
| First Unitarian Church of Dallas | |||||||
| 4015 Normandy Ave | dallas | TX | 75205 | supporting organziation | PC | general support | $4,000 |
| Full Court Peace | |||||||
| 84 West Ave B3 | Norwalk | CT | 06854 | supporting organization | PC | general support | $500 |
| Pickard Scholarship Foundation | |||||||
| 3963 Maple Ave 390 | dallas | TX | 75219 | supporting organization | I | general support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,803 | 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 | $78,441 | 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 | $21,152 | 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 | $11,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,298 | 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 | $2,031,925 | 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 | 17500 shares apple stock | NoncashPropertyDesc |
| Fair Market Value | $2,031,925 | FairMarketValueAmt |
| Received | 2015-11-11 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $174 | LegalFeesAmt |
| Net Investment Income | $174 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $174 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REMODELING EXPENSE | $8,201 | $8,201 | $8,201 |
| CREDIT CARD | $13,741 | $13,741 | $13,741 |
| INSURANCE | $1,606 | $1,606 | $1,606 |
| PAINT | $5,000 | $5,000 | $5,000 |
| ADVERTISING | $18,860 | $18,860 | $18,860 |
| ELECTRICAL WORK | $4,890 | $4,890 | $4,890 |
| OTHER | $285,662 | $285,662 | $285,662 |
| DEDUCTIONS AKKADIAN II K-1 | $668 | $668 | $668 |
| DEDUCTIONS AKKADIAN III K-1 | $4,013 | $4,013 | $4,013 |
| REIMBURSEMENT | $2,212 | $2,212 | $2,212 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | rental income | Desc |
| Revenue And Expenses Per Books | $11,705 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,705 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,705 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE | Desc |
| Amt | $728,361 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $1,128 | $1,128 | $1,128 |
| FEDERAL TAX | $32,582 | $32,582 | $32,582 |
| TAX | $8,000 | $8,000 | $8,000 |
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