James Halpern

2016Annual

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Pull out the substance of this filing.

What was filed

  • 41

    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)
  • American Bar Association Tax Section
  • Law School, George Washington University, Washington, D.C (teaching)
  • Self-employed attorney

As filed

IARCX — Int/Div

LDLAX — Int/Div

2005 B.1 Trust

45th St. LLC **See Section VIII — Rent

57th St. LLC **See Section VIII — Rent

Madison No. 1 LLC **See Section VII — Reat

S.L. Green Operating Partnership — Int/Div

57 Sofia LLC **See Section VIII — Rent

45 Anna LLC **See Section VIII — Rent

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

Berkshire Hathaway C1.B — Int/Div

FESGX — Int/Div

LCEVX — Int/Div — Buy

ASRCX — Int/Div

THICX — Int/Div — Buy

AGOCX — Int/Div — Sold

TIBCX — Int/Div

TSICX — Int/Div — Sold

Morg. Stan. BK N.A Cash Money Acct — Interest

FCISX — Int/Div

NECZX — Int/Div

JARCX — Int/Div

PONCX — Int/Div

PRHCX — Int/Div

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 — Sold (part)

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

Mor. Stan. BK N.A --Cash/Money Acct — Interest

NECZX

FCISX — Int/Div

LWGCX — Int/Div

AGOCX — Sold

TIBCX — Int/Div

ISFCX — Sold

PONCX — Int/Div

PBHAX — Int/Div

LCEVX — Int/Div — Buy

LDLAX — Int/Div — Buy

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 — American Bar Association Tax Section — January 28-30, 2016 — Los Angeles, CA — Speaker — Transportation, Meals, Hotel

Income — 2016 — Law School, George Washington University, Washington, D.C (teaching) — $26.955.00

Spouse's income — 2016 — Self-employed attorney

*2005 B.2 Trust (unfunded trust)

**New York City real estate investment.

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.

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