2025-08-12T11:21:16-05:00 2024-12-31 440160260 FORVIS MAZARS LLP 1330 BOYLSTON STREET CHESTNUT HILL MA 024672145 990PF 2024-01-01 862047429 THE BARRY & SILVANA HALPERIN FOUNDATION INC BARR 5616262101 3825 PGA BOULEVARD 701 PALM BEACH FL 33410 BARRY HALPERIN TRUSTEE 5616200772 2025-08-01 1 1 DAVID A MARCUS CPA P00188900 6177311222 2025-08-01 2024 2025-03-06 01:10:19Z X 1942309 X X 37485 37485 37485 16354 760455 16354 53839 53839 37485 0 0 0 0 3900 0 0 0 21585 10793 0 0 25485 10793 0 0 70557 70557 96042 10793 0 70557 -42203 43046 37485 52222 54297 54297 506213 438623 430366 1157343 1180300 1457646 1715778 1673220 1942309 0 0 X 0 0 1891902 1891547 -176124 -218327 1715778 1673220 1715778 1673220 1715778 -42203 0 1673575 355 1673220 JP MORGAN #25414 EQUITIES PER STMT P 2024-01-01 2024-12-31 21028 19452 1576 1576 JP MORGAN #25414 EQUITIES PER STMT P 2022-01-01 2024-12-31 160277 158991 1286 1286 JP MORGAN #24788 EQUITIES PER STMT P 2024-01-01 2024-12-31 204787 204281 506 506 JP MORGAN #24788 EQUITIES PER STMT P 2022-01-01 2024-12-31 183116 188207 -5091 -5091 JP MORGAN #23994 EQUITIES PER STMT P 2024-01-01 2024-12-31 97697 98170 -473 -473 JP MORGAN #23994 EQUITIES PER STMT P 2022-01-01 2024-12-31 82538 75000 7538 7538 CAPITAL GAINS DIVIDENDS P 11012 11012 11012 16354 1609 598 0 598 0 598 0 0 1250 0 1250 33 619 0 619 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 0 0 0 0 1815543 47061 0 1862604 0 0 1862604 27939 1834665 91733 91733 598 598 91135 0 91135 0 91135 70557 0 70557 91135 2529 0 0 70557 2529 0 0 68028 0 0 0 0 0 0 0 0 23107 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. BOCA HOOPS PO BOX 6068 BOCA RATON FL 33427 NONE PC TO PROVIDE STUDENTS WITH SPORTING NEEDS 1800 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 25500 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 6000 FAU FOUNDATION 777 GLADES RD BOCA RATON FL 33431 NONE PC TO PROVIDE STUDENTS WITH EXCEPTIONAL EDUCATION 6000 GENTLE GIANTS HORSE RESCUE 17250 OLD FREDERICK ROAD MOUNT AIRY MD 21771 NONE PC TO SUPPORT THE RESCUE OF HORSES FROM SLAUGHTER, ABUSE & NEGLECT 112 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 JAFCO 4200 N UNIVERSITY DR SUNRISE FL 33351 NONE PC TO PROVIDE SUSTAINED FUNDING FOR JEWISH ADOPTION AND FOSTER CARE OPTIONS 500 KRAVIS CENTER 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 NONE PC TO ENHANCE THE QUALITY OF LIFE IN PALM BEACH COUNTY 12500 LOSET MEADOWS MULE PO BOX 9558 PUEBLO CO 81008 NONE PC TO SUPPORT THE RESCUE OF HORSES FROM SLAUGHTER, ABUSE & NEGLECT 150 MARA ELEPHANT PROJECT 4000 W 106TH STREET CARMEL IN 46032 NONE PC SUPPORT THE PROTECTION OF ELEPHANTS 250 NAT KING COLE GENERATION HOPE INC 4710 NW 2ND AVENUE SUITE 204 BOCA RATON FL 33431 NONE PC TO SUPPORT CHILDRENS' EDUCATION NEEDS 1000 NATIONAL AUDUBON SOCIETY PO BOX 16914 WEST PALM BEACH FL 33416 NONE PC SUPPORT LCOAL COMMUNITY AND PROTECTION OF WILDLIFE 100 OTHER CONTRIBUTIONS MADE THROUGH HALPERIN FOUNDATION 4870 TALLOWWOOD LANE BOCA RATON FL 33487 NONE PC TO SUPPORT PROGRAMS FOR CHILDREN, HOSPITALS, THE ENVIRONMENT 6595 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HIGHWAY PENNGROVE CA 94951 NONE PC SUPPORT TRAINING OF DOGS FOR VETERANS 150 PEACEFUL VALLEY DONKEY RESCUE 8317 DUCKWORTH ROAD SAN ANGELO TX 76905 NONE PC TO SUPPORT THE PROTECTION OF DONKEY'S 150 ST JOSEPH'S INDIAN SCHOOL 1301 NORTH MAIN STREET CHAMBERLAIN SD 57325 NONE PC TO SUPPORT CHILDRENS' EDUCATION NEEDS 250 STANDWITHUS PO BOX 341069 LOS ANGELES CA 90034 NONE PC SUPPORT THE FIGHT AGAINST ANTISEMITISM 500 TEMPLE BETHEL 2815 NORTH FLAGER DRIVE WEST PALM BEACH FL 33409 NONE PC TO SUPPORT COMMUNITY OPPORTUNITIES 8800 TURTLE ISLAND 2041 STARFIRE DR ATLANTA GA 30345 NONE PC TO SUPPORT RESCUING DOGS FROM SHELTERS 100 70557 0 14 37485 18 16354 0 53839 0 53839 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3900 0 0 0 JP MORGAN FIXED INCOME 438623 430366 JP MORGAN EQUITIES AT COST 1154742 1433984 JP MORGAN OTHER AT COST 25558 23662 CORRECTION OF ACCOUNT BALANCE 355 INVESTMENT MANAGEMENT 21585 10793 0 0