2024-11-13T09:44:43-06:00 2023-12-31 440160260 FORVIS MAZARS LLP 1330 BOYLSTON STREET CHESTNUT HILL MA 024672145 990PF 2023-01-01 862047429 THE BARRY & SILVANA HALPERIN FOUNDATION INC BARR 5616262101 3825 PGA BOULEVARD 701 PALM BEACH FL 33410 BARRY HALPERIN TRUSTEE 5616200772 2024-11-13 1 0 DAVID A MARCUS CPA P00188900 6177311222 2023 2024-10-15 13:58:12Z X 1793372 X X 35963 35963 35963 44997 1234777 44997 80960 80960 35963 0 0 0 0 4824 0 0 0 18675 9338 0 0 23499 9338 0 0 65394 65394 88893 9338 0 65394 -7933 71622 35963 197749 52222 52222 501074 506213 496240 1022916 1157343 1244910 1721739 1715778 1793372 477 0 477 0 X 0 0 1889453 1891902 -168191 -176124 1721262 1715778 1721739 1715778 1721262 -7933 2449 1715778 0 1715778 JP MORGAN #25414 EQUITIES PER STMT P 2023-01-01 2023-12-31 383649 405592 -21943 -21943 JP MORGAN #25414 EQUITIES PER STMT P 2021-01-01 2023-12-31 457872 387837 70035 70035 JP MORGAN #24788 EQUITIES PER STMT P 2023-01-01 2023-12-31 175058 176599 -1541 -1541 JP MORGAN #24788 EQUITIES PER STMT P 2021-01-01 2023-12-31 131916 140152 -8236 -8236 JP MORGAN #23994 EQUITIES PER STMT P 2023-01-01 2023-12-31 3963 4600 -637 -637 JP MORGAN #23994 EQUITIES PER STMT P 2021-01-01 2023-12-31 79552 75000 4552 4552 CAPITAL GAINS DIVIDENDS P 2767 2767 2767 44997 -24121 996 0 996 0 996 0 0 0 0 0 28 1024 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 5616262101 3825 PGA BOULEVARD 701 PALM BEACH FL 33410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARRY HALPERIN 4870 TALLOWWOOD LANE BOCA RATON FL 33487 PRESIDENT/DIRECTOR 1.00 0 0 0 SILVANA HALPERIN 4870 TALLOWWOOD LANE BOCA RATON FL 33487 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 LAUREN HALPERIN 5258 PRINCETON WAY BOCA RATON FL 33496 SECRETARY/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1556808 126121 0 1682929 0 0 1682929 25244 1657685 82884 82884 996 996 81888 0 81888 0 81888 65394 0 65394 81888 0 0 13965 13965 65394 0 0 0 65394 0 13965 13965 0 0 0 0 0 2529 0 0 0 BARRY HALPERIN 3825 PGA BOULEVARD 701 PALM BEACH FL 33410 5616200772 HALPS51@AOL.COM APPLICATIONS SHOULD INCLUDE A REQUEST FOR FUNDING, FINANCIAL REPORTS, A DESCRIPTION OF THE ORGANIZATION, AND THE PROPOSED USE OF FUNDS. PRIOR TO OCT. 31 TO BE DETERMINED BY THE FOUNDATION. AHS SCHOOL - PTO (LEUKEMIA BENEFIT) 6200 LINTON BLVD DELRAY BEACH FL 33484 NONE PC TO SUPPORT THE RESEARCH OF EFFECTIVE LEUKEMIA AND LYMPHOMA TREATMENTS 2000 FOOD FOR THE POOR 6401 LYONS RD COCONUT CREEK FL 33073 NONE PC PROVIDE MONEY FOR FOODSUPPORT PROGRAMS 250 WORCESTER STATE UNIVERSITY FOUNDATION 486 CHANDLER STREET WORCESTER MA 01602 NONE PC SUPPORT EDUCATION NEEDSW 500 SAVE THE CHIMPS PO BOX 12220 FORT PIERCE FL 34979 NONE PC SUPPORT PROTECTION AND WELFARE OF CHIMPS 100 STANDWITHUS PO BOX 341069 LOS ANGELES CA 90034 NONE PC SUPPORT THE FIGHT AGAINST ANTISEMITISM 1250 MARA ELEPHANT PROJECT 4000 W 106TH STREET CARMEL IN 46032 NONE PC SUPPORT THE PROTECTION OF ELEPHANTS 250 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HIGHWAY PENNGROVE CA 94951 NONE PC SUPPORT TRAINING OF DOGS FOR VETERANS 250 BOCA RATON MUSEUM OF ART 501 PLAZA REAL BOCA RATON FL 33432 NONE PC TO ASSIST IN PROVIDING DIVERSE EXHIBITIONS AND EDUCATIONAL PROGRAMS 1300 HABITAT FOR HUMANITY 181 SE 5TH AVE DELRAY BEACH FL 33483 NONE PC TO BRING PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. 1250 FULLER CENTER 200 NE 14TH ST BOCA RATON FL 33432 NONE PC TO EMBRACE, EDUCATE, AND EMPLOYER HARDWORKING,UNDER-RESOURCED FAMILIES AND CHILDREN. 700 KRAVIS CENTER 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 NONE PC TO ENHANCE THE QUALITY OF LIFE IN PALM BEACH COUNTY 12500 ROTARY CLUB DOWNTOWN FUND PO BOX 811539 BOCA RATON FL 33481 NONE PC TO HELP EXPAND SERVICES, RECRUIT CLINICIANS, CONSTRUCT FACILITIES, AND ACQUIRE NEW TECHNOLOGY 500 BOCA HOSPITAL (BRRH) FOUNDATION 800 MEADOWS ROAD BOCA RATON FL 33486 NONE PC TO HELP EXPAND SERVICES, RECRUIT CLINICIANS, CONSTRUCT FACILITIES, AND ACQUIRE NEW TECHNOLOGY 15275 TRI-COUNTY ANIMAL RESCUE 21287 BOCA RIO ROAD BOCA RATON FL 33433 NONE PC TO HELP RESCUE, REHABILITATE, AND FIND FOREVER FAMILIES FOR PETS 2500 HUMANE SOCIETY OF BROWARD COUNTY 2070 GRIFFIN ROAD FORT LAUDERDALE FL 33312 NONE PC TO HELP RESCUE, REHABILITATE, AND FIND FOREVER FAMILIES FOR PETS 100 FOLDS OF HONOR 9500 N 129TH E AVE SUITE 235 OWASSO OK 74055 NONE PC TO MAKE A DIFFERENCE IN THE LIVES OF THOSE WHO ARE IMPACTED BY THE FIGHT FOR FREEDOM 250 EDA & CLIFF VINER SCHOLARS FOUNDATION 777 YAMATO ROAD - SUITE 300 BOCA RATON FL 33431 NONE PC TO PROVIDE HIGH SCHOOL STUDENTS WITH FOUR YEAR SCHOLARSHIPS TO COLLEGES AND UNIVERSITIES 6610 PEGGY ADAMS ANIMAL RESCUE 3200 NORTH MILITARY TR WEST PALM BEACH FL 33409 NONE PC TO PROVIDE SHELTERS TO LOST, HOMELESS AND UNWANTED ANIMALS 500 FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 33431 NONE PC TO PROVIDE STUDENTS WITH EXCEPTIONAL EDUCATION 10400 BOCA HOOPS PO BOX 6068 BOCA RATON FL 33427 NONE PC TO PROVIDE STUDENTS WITH SPORTING NEEDS 1600 NAT KING COLE GENERATION HOPE INC 4710 NW 2ND AVENUE SUITE 204 BOCA RATON FL 33431 NONE PC TO SUPPORT CHILDRENS' EDUCATION NEEDS 1500 ST JOSEPH'S INDIAN SCHOOL 1301 NORTH MAIN STREET CHAMBERLAIN SD 57325 NONE PC TO SUPPORT CHILDRENS' EDUCATION NEEDS 250 TEMPLE BETH 2815 NORTH FLAGER DRIVE WEST PALM BEACH FL 33409 NONE PC TO SUPPORT COMMUNITY OPPORTUNITIES 4100 JOSEPH AVENUE ARTS AND CULTURE ALLIANCE 692 JOSEPH AVE ROCHESTER NY 14621 NONE PC TO SUPPORT PROGRAM ACTIVITIES 250 ASIA WILD PO BOX 13867 CHARLESTON SC 29422 NONE PC TO SUPPORT RESCUE ANIMALS 100 SUNCOAST BASKET RESCUE 855 STATE ROAD 559 AUBURNDALE FL 33823 NONE PC TO SUPPORT RESCUING DOGS 100 TURTLE ISLAND 2041 STARFIRE DR ATLANTA GA 30345 NONE PC TO SUPPORT RESCUING DOGS FROM SHELTERS 100 SEMPER K-9 PO BOX 451 QUANTICO VA 22134 NONE PC TO SUPPORT RESCUING DOGS FROM SHELTERS AND TRAINING THEM TO BE SERVICE DOGS 250 ENVIRONMENTAL DEFENSE FUND PO BOX 98051 WASHINGTON DC 20090 NONE PC TO SUPPORT THE PRESERVATION OF OCEANS 100 NATIONAL WILDLIFE FOUNDATION PO BOX 16914 MERRIFIELD VA 22116 NONE PC TO SUPPORT THE PROTECTION OF AMERICA'S WILDLIFE 100 PEACEFUL VALLEY DONKEY RESCUE 8317 DUCKWORTH ROAD SAN ANGELO TX 76905 NONE PC TO SUPPORT THE PROTECTION OF DONKEY'S 150 GENTLE GIANTS HORSE RESCUE 17250 OLD FREDERICK ROAD MOUNT AIRY MD 21771 NONE PC TO SUPPORT THE RESCUE OF HORSES FROM SLAUGHTER, ABUSE & NEGLECT 100 LIFESAVERS WILD HORSE RESCUE 35700 SAND CANYON ROAD CALIENTE CA 93518 NONE PC TO SUPPORT THE RESCUE OF HORSES FROM SLAUGHTER, ABUSE & NEGLECT 109 LOSET MEADOWS MULE PO BOX 9558 PUEBLO CO 81008 NONE PC TO SUPPORT THE RESCUE OF HORSES FROM SLAUGHTER, ABUSE & NEGLECT 100 65394 0 14 35963 18 44997 0 80960 0 80960 0 0 0 0 0 0 0 0 0 0 JP MORGAN FIXED INCOME 506213 496240 JP MORGAN EQUITIES AT COST 1088485 1178413 JP MORGAN OTHER AT COST 68858 66497 LEGAL FEE 4824 0 0 0 CORRECTION OF ACCOUNT BALANCE 2449 FEDERAL TAX PAYABLE 477 0 INVESTMENT MANAGEMENT 18675 9338 0 0