Gerald & Carol Halpern
Gerald & Carol Halpern is a private foundation based in Locust Valley, New York. It made 16 grants totaling $20,510 in 2025 to charitable organizations, with listed recipients including organizations working in health, Jewish community life, civil rights, and environmental conservation.
Gerald & Carol Halpern at a glance
In short: Gerald & Carol Halpern gave $21K across 16 grants in 2025 (avg $1K), top state New York. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,510
- +2.5% vs 2024
- Grants made (2025)
- 16
- +0.0% vs 2024
- Average grant
- $1,282
- +2.5% vs 2024
- Median grant
- $1,000
- Total assets
- $273,845
- -2.6% vs 2024
- New grantees (estimate)
- 6% first-time grantees (1 of 16, 2025; small sample)
- Primary geography
- New York (46% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Gerald & Carol Halpern
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states on its 2024 filing that it contributes only to preselected charitable organizations and does not accept unsolicited requests. The filing does not describe an application process or required materials.
- Contact
Mailing address: 29 Kaintuck Lane, Locust Valley, NY 11560
Phone: (516) 902-6496
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Gerald & Carol Halpern funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Planned Parenthood Federation of Am ($3K). Together the top 10 received $15K.
Grant Size Distribution
62 grants across all recorded years
The most common grant size was under $50K: 62 grants of 62 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 46% of grant dollars went to recipients in New York, 29% to Washington, DC, 15% to California, 5% to Virginia, and 5% to Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is Gerald & Carol Halpern open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 16 grantees (6%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $500; repeat grants $1K. How we count
Medians: $500 first-time, $1K repeat.
- 94% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 65% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2020) to $22K (2023). In 2025 it made 16 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Planned Parenthood Federation of Am Washington, DC | Unrestricted | $3,000 |
| ADL New York City, NY | Unrestricted | $2,000 |
| Birthright Israel Fdn New York, NY | Unrestricted | $2,000 |
| Stand with US Los Angeles, CA | Unrestricted | $2,000 |
| Ssplong Island Cares Hauppauge, NY | Unrestricted | $1,010 |
| American Diabetes Assn Arlington, VA | Unrestricted | $1,000 |
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $273,845 | $6,813 | $27,002 | $20,510 | 16 | $20,510 | $6,813 | $31,439 |
| 2024 | $281,024 | $7,172 | $20,212 | $20,010 | 16 | $20,010 | $7,157 | $16,785 |
| 2023 | $294,064 | $6,898 | $22,301 | $22,027 | 17 | $22,027 | $6,898 | $17,088 |
| 2022 | $309,467 | $7,122 | $2,394 | — | — | — | $6,130 | $17,614 |
| 2021 | $304,739 | $11,073 | $18,082 | $16,125 | 13 | — | $5,734 | $16,147 |
| 2020 | $311,748 | $7,005 | $19,868 | $15,000 | 12 | — | $7,005 | $15,232 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Ocean Conservancy describes its mission as uniting science, people, and policy to protect the ocean; WNET describes itself as a public-service nonprofit offering lifelong learning and meaningful experiences through multimedia content.
Grantmaking
In 2025, the foundation gave $20,510 through 16 grants. Grants ranged from $500 to $3,000, with a median grant of $1,000. The largest listed grants were $3,000 to Planned Parenthood Federation of America; $2,000 each to ADL, Birthright Israel Foundation, and Stand With Us; and $1,010 to SSPLong Island Cares. Other listed recipients include American Diabetes Association, Hillel Foundation for Jewish Campus Life, Holocaust Museum, Lustgarten Foundation, National MS Society, Ocean Conservancy, and Pan Mass Challenge, each receiving $1,000. WNET received $500.
Leadership & Key People
Leadership team and compensation from IRS filings
Matthew Halpern was listed as trustee on the 2025 filing.
Gerald & Carol Halpern is led by Matthew Halpern, Trustee on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Matthew Halpern
Trustee
On filings since 2022
No compensation reported
Former officers (1)
- Former: Gerald Halpern (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Gerald & Carol Halpern
How much does Gerald & Carol Halpern give each year?
Gerald & Carol Halpern gave $21K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 16 grants.
What is Gerald & Carol Halpern's typical grant size?
Gerald & Carol Halpern's median grant in 2025 was $1,000, and its average grant was $1,282, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Gerald & Carol Halpern that year got $500 on average.
Where does Gerald & Carol Halpern give grants?
Gerald & Carol Halpern's top state is New York, with 46% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were District of Columbia (29%) and California (15%). The most frequent recipient cities were Washington, DC (4 grants) and New York, NY (4 grants).
Does Gerald & Carol Halpern give general operating support?
Yes: 100% of Gerald & Carol Halpern's 2025 grants with a stated purpose (16 of 16) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Gerald & Carol Halpern's largest grantees?
Gerald & Carol Halpern's largest 2025 grantees include Planned Parenthood Federation of Am ($3,000), ADL ($2,000) and Birthright Israel Fdn ($2,000), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Gerald & Carol Halpern?
Gerald & Carol Halpern reported $274K in total assets on its 2025 IRS Form 990-PF. It paid out $21K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Gerald & Carol Halpern fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from Gerald & Carol Halpern?
The foundation states on its 2024 filing that it contributes only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Gerald & Carol Halpern accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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