2024-11-25T17:46:56-06:00 2023-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990PF 2023-01-01 752294319 THE HALPERIN FOUNDATION % DAGMAR BYERS HALP 2145283500 2801 W AIRPORT FREEWAY Dallas TX 75261 JAMES HALPERIN OFFICER 2145283500 2024-11-15 true true BRUCE E BERNSTIEN P01424343 2147060840 2023 2024-10-15 13:58:12Z X 73970349 X 3160390 14199 14199 300691 300691 2904719 3459014 2904719 -17606 -17606 6362393 3202003 0 5248 2624 2624 4218 2109 2109 5765 5765 47594 126404 126404 189229 136902 4733 0 2551545 2551545 2740774 136902 4733 2551545 3621619 3065101 31065 778083 778083 8348722 9802222 72382496 802890 802890 802890 6880 6880 6880 9189557 11390075 73970349 0 0 X 9189557 11390075 9189557 11390075 9189557 11390075 9189557 3621619 1401935 14213111 2823036 11390075 ST GAIN FROM K-1 2023-12-31 2571 -2571 -2571 LT GAIN FROM K-1 2023-12-31 177359 -177359 -177359 LT GAIN FROM FIDELITY 2023-12-31 3459014 374365 3084649 3084649 2904719 42605 42605 42605 0 52000 52000 2483 6912 6912 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 0 0 0 0 MARJORIE HALPERIN 2801 W AIRPORT FREEWAY Dallas TX 75261 VICE PRESIDENT 0 0 0 0 SHARON HALPERIN 2801 W AIRPORT FREEWAY Dallas TX 75261 VICE PRESIDENT 0 0 0 0 65400489 189606 809970 66400065 0 66400065 996001 65404064 3270203 3270203 42605 42605 3227598 3227598 3227598 2551545 0 0 0 0 2551545 3227598 2900404 2021 2020 2019 0 0 2551545 2551545 0 0 0 0 348859 3227598 0 0 JAMES HALPERIN X ALCOR 7895 E Acoma Drive Suite 110 Scottsdale AZ 85260 PC GENERAL SUPPORT 450000 AMERICAN NUMISMATIC ASSOCIATION 818 North Cascade Ave Colorado Springs CO 80903 PC GENERAL SUPPORT 25000 ANITA N MARTINEZ BALLET FOLKLORICO 4422 Live Oak St DALLAS TX 75204 PC GENERAL SUPPORT 2500 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 5000 AUGUSTINE JALOMO 2801 W AIRPORT FREEWAY DALLAS TX 75261 I GENERAL SUPPORT 1000 B MOORE DANCE 622 Dogwood Trl DALLAS TX 75224 PC GENERAL SUPPORT 5000 BALLET NORTH TEXAS 10675 E NW Hwy Suite 2400 DALLAS TX 75238 PC GENERAL SUPPORT 2500 BELKNAP MINISTRIES 2019 N Masters Dr DALLAS TX 75217 PC GENERAL SUPPORT 5000 BISHOP ARTS THEATRE CENTER 215 S Tyler St DALLAS TX 75208 PC GENERAL SUPPORT 2500 BOOKER T WASHINGTON HSPVA ADVISORY PO BOX 192648 DALLAS TX 75219 PC GENERAL SUPPORT 25000 BRUCE WOOD DANCE DALLAS 101 Howell St DALLAS TX 75207 PC GENERAL SUPPORT 1092397 BUSINESS COUNCIL FOR THE ARTS 2700 Commerce St Suite 100A DALLAS TX 75226 PC GENERAL SUPPORT 13125 CHAMBERLAIN BALLET 1404 Gables Court Suite 101 PLANO TX 75075 PC GENERAL SUPPORT 5000 CHARLES M SCHULZ MUSEUM 2301 Hardies Ln SANTA ROSA CA 95403 PC GENERAL SUPPORT 6000 CUMMUNITY DOES IT 1639 S Buckner Blvd 125 DALLAS TX 75217 PC GENERAL SUPPORT 500 CRYSTAL BRIDGES MUSEUM 600 Museum Way Bentonville AR 72712 PC GENERAL SUPPORT 10000 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 15000 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 DOWN SYNDROME ASSOCIATION OF CENTRAL FLORIDA 204 N Wymore Rd WINTER PARK FL 32789 PC GENERAL SUPPORT 2000 FIRST UNITARIAN CHURCH OF DALLAS 4015 Normandy Ave DALLAS TX 75205 PC GENERAL SUPPORT 22000 FOREST FORWARD 1918 Martin Luther King Jr Blvd DALLAS TX 75215 PC GENERAL SUPPORT 5000 GFT CHARITY 445 FM1382 CEDAR HILL TX 75104 PC GENERAL SUPPORT 1000 GRAMEEN AMERICA INC 1460 Broadway NEW YORK NY 10036 PC GENERAL SUPPORT 100000 IAIA FOUNDATION 83 Avan Nu Po Road SANTA FE NM 87508 PC GENERAL SUPPORT 5000 KITCHEN DOG THEATER 4774 Algiers St DALLAS TX 75207 PC GENERAL SUPPORT 2500 LAR LUBOVICH DANCE COMPANY 315 W 39th St Studio 1500 NEW YORK NY 10018 PC GENERAL SUPPORT 3500 LU FAMILY FUND 5109 Runnin River Dr PLANO TX 75093 PF GENERAL SUPPORT 2500 MIDDLESEX SCHOOL 1400 Lowell Rd Concord MA 01742 PC GENERAL SUPPORT 30000 MIKEY'S PLACE 314-338 Garden St Wethersfield CT 06109 PC GENERAL SUPPORT 261100 NATIONAL MS SOCIETY 1750 Valley View Ln Ste 125 FARMERS BRANCH TX 75234 PC GENERAL SUPPORT 2500 NEW YORK PUBLIC RADIO PO Box 1550 NEW YORK NY 10116 PC GENERAL SUPPORT 25000 NEXUS RECOVERY CENTER 8733 La Prada Dr DALLAS TX 75228 PC GENERAL SUPPORT 25000 NORTHEASTERN UNIVERSITY 360 Huntington Ave BOSTON MA 02115 PC GENERAL SUPPORT 1253 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 150000 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 9000 SCOTTISH RITE HOSPITAL 3800 Gaylord Parkway Suite 850 FRISCO TX 75034 PC GENERAL SUPPORT 25000 SECOND THOUGHT THEATRE 3400 Blackburn St DALLAS TX 75219 PC GENERAL SUPPORT 2500 SHELTON SCHOOL 17301 Preston Rd DALLAS TX 75252 PC GENERAL SUPPORT 100000 ST JUDE CHAPEL 1521 Main St DALLAS TX 75201 PC GENERAL SUPPORT 2500 STANDISH FOUNDATION FOR CHILDREN 2303 Ranch Rd 620 S 160-217 AUSTIN TX 78734 PC GENERAL SUPPORT 1000 TACA 17752 Sky Park Cir Ste 140 IRVINE CA 92614 PC GENERAL SUPPORT 11500 TEATRO DALLAS 1230 River Bend Dr 111 DALLAS TX 75247 PC GENERAL SUPPORT 2500 THE FLAME FOUNDATION AND DALLAS FLAMENCO FESTIVAL 3630 Harry Hines Blvd DALLAS TX 75219 PC GENERAL SUPPORT 2500 THE LINKS FOUDNATION DALLAS PO Box 191003 DALLAS TX 75219 PC GENERAL SUPPORT 20740 THE MIDNIGHT MISSION 601 San Pedro St LOS ANGELES CA 90014 PC GENERAL SUPPORT 2000 THE WELL COMMUNITY 821 Custer Rd RICHARDSON TX 75080 PC GENERAL SUPPORT 500 TITAS 00 N Pearl St Suite 1800 DALLAS TX 75201 PC GENERAL SUPPORT 5680 TMJ DANCE PROJECT 2412 W Kiest Blvd Ste B DALLAS TX 75233 PC GENERAL SUPPORT 2500 TURTLE CREEK CHORALE 3630 Harry Hines Blvd Ste 306 DALLAS TX 75219 PC GENERAL SUPPORT 4250 UNITED WAY OF TARRANT COUNTY 201 N Rupert St Suite 107 FORT WORTH TX 76107 PC GENERAL SUPPORT 2500 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 2551545 14 14199 14 300691 18 2904719 OTHER INCOME 01 -17606 3202003 3202003 false false false false false false false false false false X X 1 james halperin 5933 st andrews drive dallas TX 75205 3160390 X 1 AMGEN, STARBUCKS AND YUM BRANDS STOCK 3160390 2023-12-26 DEPOSIT 6880 6880 6880 COST AND FMV DIFFERENCE - DONATED STOCK 1268136 BANK RECONCILIATION 1554900 BANK FEE 61 61 DEDUCTIONS 3RODEO VENTURE II 143 143 DEDUCTIONS AKKADIAN II K-1 194 194 DEDUCTIONS AKKADIAN III K-1 1168 1168 DEDUCTION ATINC II 56096 56096 DEDUCTION DESIGNER FUND II 13815 13815 DEDUCTION AKKADIAN V K-1 5452 5452 DEDUCTION ANCHOR ATINC SPV 49475 49475 ORDINARY INCOME FROM RESILIENT VENTURE 372 372 RENTAL INCOME FROM MAISON RESIDENTIAL OTHER INCOME FROM ANCHOR ATINC SPV -17978 -17978 BANK RECONCILIATION 613800 OTHER INCREASE 788135 FEDERAL TAX PAID FOREIGN TAX PAID