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Nonprofit · EIN 75-2294319

THE HALPERIN FOUNDATION

Tax-exempt · DALLAS, TX 75261

Financials

$6.4M$2.7M2023$6.5M$4.3M2024
Revenue Expenses · by fiscal year end
Financials of THE HALPERIN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,547,680$4,342,850$2,204,830$11,798,854$0$11,798,854
December 31, 2023990-PF$6,362,393$2,740,774$3,621,619$11,390,075$0$11,390,075
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,043,012
Dividends
$431,521
Interest
$10,446
Net gain from sales of assets
$1,067,684
Other income
-$4,983

Expenses

Grants and similar amounts paid
$4,135,560
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,135,560
Excise tax on investment income
$18,854

Balance sheet and other

Total assets, start of year
$11,390,075
Total assets, end of year
$11,798,854
Total liabilities, end of year
$0
Net assets, end of year
$11,798,854
Fair market value of assets
$98,631,846
Qualifying distributions
$4,135,560
Net investment income
$1,504,668

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES HALPERIN
2801 W AIRPORT FREEWAY, Dallas, TX 75261
PRESIDENT1$0
MARJORIE HALPERIN
2801 W AIRPORT FREEWAY, Dallas, TX 75261
VICE PRESIDENT1$0
SHARON HALPERIN
2801 W AIRPORT FREEWAY, Dallas, TX 75261
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAMES HALPERIN
2801 W AIRPORT FREEWAY, Dallas, TX 75261
PRESIDENT0$0
MARJORIE HALPERIN
2801 W AIRPORT FREEWAY, Dallas, TX 75261
VICE PRESIDENT0$0
SHARON HALPERIN
2801 W AIRPORT FREEWAY, Dallas, TX 75261
VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
2801 W AIRPORT FREEWAY, DALLAS, TX 75261-4125
In care of
% DAGMAR BYERS
Signed the 990-PF
JAMES HALPERIN, OFFICER
Phone
(214) 528-3500
Return prepared by
BRUCE E BERNSTIEN & ASSOCIATES

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
75-2294319
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,798,854
Income (IRS master file)
$6,638,244

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,547,680$4,342,850$11,798,854IRS
990-PFDecember 2023$6,362,393$2,740,774$11,390,075XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about THE HALPERIN FOUNDATION

What is the EIN of THE HALPERIN FOUNDATION?
The employer identification number (EIN) of THE HALPERIN FOUNDATION is 75-2294319.
Is THE HALPERIN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to THE HALPERIN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE HALPERIN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE HALPERIN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HALPERIN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE HALPERIN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does THE HALPERIN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,547,680, expenses of $4,342,850 and total assets of $11,798,854 at year end.

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