James Halpern

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 43

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • 2008 B.2 Trust *See Section VIN
  • Adjunct Professor, Law School, George Washington University, Washington, DC.
  • Watergate South, Inc. (Residential Co-operative Corporation)
  • Piedmont Environmental Council
  • Law School, George Washington University, Washington, D.C (teaching)
  • Self-employed lawyer

As filed

2005 B.1 Trust — Rent

45th St. LLC **See Section VIII

57th St. LLC **See Section VIII

Madison No. 1 LLC **See Section VII

S.L. Green Operating Partnership

57 Sofia LLC **See Section VIII

45 Anna LLC **See Section VIII

Morg. Stan. BK NA -Cash/Money Acct — Interest

Berkshire Hathaway C1.B — Int/Div

FESGX — Int/Div

ASRCX — Int/Div

IARCX — Int/Div

ISFCX — Int/Div — Buy

ISFCX — Int/Div — Sold

LDLAX — Int/Div — Sold

LDLAX — Int/Div — Buy

AGOCX — Int/Div

TIBCX — Int/Div

TSICX — Int/Div — Buy

THICX — Int/Div — Sold

IRA — Int/Div

Morg. Stan. BK NA --Cash Money Acct

FCISX

NECZX

JARCX

PONCX

PRHCX

TIAA-CREF Retirement Fund { Traditional) — Int/Div

TIAA-CREF Retirement Fund (Real Estate) — Int/Div

TIAA-CREF Retirement Fund (T-C Bond Plus) — Int/Div

TIAA-CREF Retirement Fund (Gr, Inc Inst)*** — Int/Div

TIAA-CREF Retirement Fund (LG Cap Val « Inst) — Int/Div

Sentinel Small Company Fund — Int/Div

Sep — Int/Div

Morg. Stan. BK N.A --Cash/Money Acct

NECZX

FCISX

LWGOX

LAGOCX

TIBCX

ISFCX

PONCX

PBHAX

Trustee, 2008 B.2 Trust *See Section VIN

BBmplovee, Adjunct Professor, Law School, George Washington University, Washington, DC.

Director, Vice-President, Watergate South, Inc. (Residential Co-operative Corporation)

Reimbursement — Piedmont Environmental Council — June 29. 2015 — Charlottesville, VA — Appraisal seminar — Transportation, Meals, Hotel

Income — 2015 — Law School, George Washington University, Washington, D.C (teaching) — $26.955.00

Spouse's income — 2015 — Self-employed lawyer

#2005 B.2 Trust (unfunded trust)

**New York City real estate investment.

***Previously included with TIAA-CREF (Traditional)

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.