Gerald & Carol Halpern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOCUST VALLEY, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 16 grants totaling $21K. Net investment income was $7K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$274K
-2.6% YoY
Annual Giving
$21K
+2.5% YoY
Grant Count
16
+0.0% YoY
Avg Grant Size
$1K
+2.5% YoY
Under IRS private-foundation payout rules, Gerald & Carol Halpern reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
About Gerald & Carol Halpern
Based on IRS filings
Gerald & Carol Halpern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOCUST VALLEY, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 16 grants totaling $21K. Net investment income was $7K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $273,845 | $281,024 | $294,064 |
| Revenue | $6,813 | $7,172 | $6,898 |
| Expenses | $27,002 | $20,212 | $22,301 |
| Qualifying Distributions | $20,510 | $20,010 | $22,027 |
| Net Investment Income | $6,813 | $7,157 | $6,898 |
| Distributable Amount | $31,439 | $16,785 | $17,088 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Planned Parenthood Federation of Am ($3,000), Adl ($2,000), Birthright Israel Fdn ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADL NEW YORK CITY, NY | UNRESTRICTED | $2,000 |
| AMERICAN DIABETES ASSN ARLINGTON, VA | UNRESTRICTED | $1,000 |
| BIRTHRIGHT ISRAEL FDN NEW YORK, NY | UNRESTRICTED | $2,000 |
| HILLEL FDN FOR JEWISH CAMPUS LIFE WASHINGTON, DC | UNRESTRICTED | $1,000 |
| HOLOCAUST MUSEUM WASHINGTON, DC | UNRESTRICTED | $1,000 |
| LUSTGARTEN FDN WOODBURY, NY | UNRESTRICTED | $1,000 |
| NATIONAL MS SOCIETY NEW YORK, NY | UNRESTRICTED | $1,000 |
| OCEAN CONSERVANCY WASHINGTON, DC | UNRESTRICTED | $1,000 |
| PAN MASS CHALLENGE NEEDHAM, MA | UNRESTRICTED | $1,000 |
| PERLMAN MUSIC PROGRAM NEW YORK, NY | UNRESTRICTED | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MATTHEW HALPERN | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Gerald & Carol Halpern?
Gerald & Carol Halpern is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOCUST VALLEY, NY. It holds $274K in total assets as of 2025.
How large is Gerald & Carol Halpern?
As of 2025, Gerald & Carol Halpern holds $274K in total assets with $7K in annual revenue. It awarded 16 grants totaling $21K in 2025.
Where does Gerald & Carol Halpern operate?
Gerald & Carol Halpern has awarded grants in Alabama, California, District of Columbia, Massachusetts, New York, Pennsylvania, Virginia.
What size grants does Gerald & Carol Halpern award?
In 2025, Gerald & Carol Halpern awarded 16 grants totaling $21K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Gerald & Carol Halpern required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Gerald & Carol Halpern reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Gerald & Carol Halpern's EIN?
Gerald & Carol Halpern's EIN (Employer Identification Number) is 11-6569810. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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