James Halpern

2014Annual

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Pull out the substance of this filing.

What was filed

  • 44

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • 2008 B.2 Trust *See Section VIN
  • Adjunct Professor, Law School, George Washington University, Washington, DC.
  • USA. Brunch Intemational Fiscal Association
  • Law School, George Washington University, Washington, D.C (teaching)

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 **See Section VIN — Sold (part)

57 Sofia LLC **See Section VIII

45 Anna LLC **See Section VIII

Dver 501 LLC **See Section VII — Redeemed

Dylan 7th Ave. LLC **See Section VIII — Redeemed

More. Stan. BK NA _--Cash/Money Acct — Interest

Berkshire Hathaway C1.B — Int/Div

FESGX — Int/Div

ASRCX — Int/Div

JIARCX — Int/Div

ISFCX — Int/Div — Sold

LDLAX — Int/Div — Buy

AGOCX — Int/Div

TIBCX — Int/Div

TSICX — Int/Div — Sold

THICX — Int/Div — Buy

IRA — Int/Div

Morg. Stan. BK NA --Cash Money Acct

FCISX

NECZX

WRHIX — Sold

IARCX

PONCX

PRHCX — Buy

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

Sentinel Small Company Fund — Int/Div

Sep — Int/Div

Mor. Stan. BK NA --Cash/Money Acct

NECZX

FCISX

LWGCX

LDLAX — Sold

LAGOCX

TIBCX

WRHIX — Sold

ISFCX — Buy

PONCX

PBHAX — Buy

Trustee, 2008 B.2 Trust *See Section VIN

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

Reimbursement — USA. Brunch Intemational Fiscal Association — October 7-October 20,2014 — Mumba, India — Tax Seminar — Transportation, Meals, Hotel

Income — 2014 — Law School, George Washington University, Washington, D.C (teaching) — $26.955.00

#2005 B.2 Trust (unfunded trust)

**New York City real estate investment.

*** Formerly 7th Ave. LLC

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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