Robert and Ruth Halperin Foundation

SAN FRANCISCO, CA EIN: 94-3334424

The Robert & Ruth Halperin Foundation is a private grantmaking foundation established in August 1999 and based in San Francisco, California. The foundation was created by Robert Halperin, a Silicon Valley businessman and former president of Raychem, a materials science firm, and his wife Ruth, a patron of the arts. The foundation operates as a 501(c)(3) private foundation with a focus on distributing investment income and interest to public charities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$151.4M

-8.1% YoY

Annual Giving

$7.8M

+15.3% YoY

Grant Count

54

-5.3% YoY

Avg Grant Size

$145K

+21.7% YoY

Under IRS private-foundation payout rules, Robert and Ruth Halperin Foundation reported a distributable amount of $7.5M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's stated purpose is to give interest and dividends to public charities and use investment income for qualifying distributions. Primary funding areas include:

  • Education programs
  • Civil rights advocacy
  • Community organizing
  • Social justice initiatives
  • Philanthropy and grantmaking

Grantmaking

The foundation operates on an invitation-only basis and does not accept unsolicited grant applications.

Grant Range

$50,000 to $1,745,000

Average Grant

amount: $330,000-$1,985,000

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation primarily focuses on California, with some national grants. Additional geographic areas of interest include New York and Massachusetts.

Grant Distribution by State

12states
+4 more states

Cities

AlexandriaAustinBellinghamBelmontBerkeleyBostonCalabasasChicagoCoral SpringsDenverEast Palo AltoFresnoIthacaLong BeachLos AngelesMedfordMiamiModestoNashvilleNew York

Financial History

Multi-year comparison from IRS filings

Assets:

  • $151,374,008 (2024)
  • $164,727,257 (2023)

Annual Giving:

  • $7,810,042 (2024)
  • $6,774,080-$8,552,787 (2023)

Total Revenues:

  • $5,957,331 (2023)

Total Expenses:

  • $8,552,787 (2023)

Staffing:

  • 2 employees

Giving Rate:

  • Approximately 4.1% of assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$5M$8M$11M20202021202220232024
Metric202420232022
Total Assets$151,374,008$164,727,257$138,997,994
Revenue$9,025,374$5,957,331$4,616,365
Expenses$9,345,575$8,552,787$9,633,585
Qualifying Distributions$8,557,999$7,425,716$8,822,466
Net Investment Income$8,257,404$4,894,396$4,263,642
Distributable Amount$7,549,559$7,066,561$7,564,872

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M42 grants202052 grants202161 grants202257 grants202354 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CALIFORNIA EDUCATION PAR…$1.7MSTANFORD UNIVERSITY$1.2MSOCIAL AND ENVIRONMENTAL…$575KGLOBAL IMPACT$250KEDVANCE$200KTEACH PLUS INC$200KJUMPSTART$150KSOBRATO EARLY ACADEMIC L…$150KALLIANCE FOR YOUTH ORGAN…$125KGROUNDSWELL FUND$125K

Grant Size Distribution

242 grants across all recorded years

41<$50K88$50–100K97$100–250K6$250–500K3$500K–1M7$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include California Education Partners ($1,745,000), Stanford University ($1,200,000), Social and Environmental Entrepreneurs Inc ($575,000).

RecipientPurposeAmount
AIM HIGH FOR HIGH SCHOOL SAN FRANCISCO, CATO SUPPORT EDUCATION PROGRAMS$50,000
ALDER GRADUATE SCHOOL OF EDUCATION REDWOOD CITY, CATO SUPPORT EDUCATION PROGRAMS$100,000
ALLIANCE FOR YOUTH ORGANIZING WASHINGTON, DCTO SUPPORT COMMUNITY ORGANIZING$125,000
ANTI-DEFAMATION LEAGUE NEW YORK, NYTO PROTECT AND PROMOTE CIVIL RIGHTS$75,000
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE NEW YORK, NYTO SUPPORT FUNDERS COLLABORATIVE FOR YOUTH ORGANIZING$75,000
BOYS & GIRLS CLUBS OF SAN FRANCISCO SAN FRANCISCO, CATO SUPPORT COMMUNITY PROGRAMS$100,000
BRANCH ALLIANCE FOR EDUCATOR DVERSITY AUSTIN, TXTO SUPPORT EDUCATION PROGRAMS$100,000
CALIFORNIA EDUCATION PARTNERS SAN FRANCISCO, CATO SUPPORT EDUCATION PROGRAMS$1,745,000
CALIFORNIANS TOGETHER LONG BEACH, CATO SUPPORT EDUCATION PROGRAMS$100,000
CHINESE FOR AFFIRMATIVE ACTION SAN FRANCISCO, CATO SUPPORT COMMUNITY PROGRAMS$50,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • Philip W. Halperin – President
  • Mark Halperin – Board Member
  • Peggy Halperin Dow – Board Member
  • Priti Sanghani – Senior Program Officer
  • Macy Parker – Program Director
  • Kathleen So – Controller
  • Jane Lanza – Executive Director

The foundation is currently directed by Robert and Ruth Halperin's three children as board members.

Compensation Overview

From 2024 IRS filing

PHILIP W HALPERINPRESIDENT$2K

From 2024 filing

NameTitleHoursCompensation
PHILIP W HALPERINPRESIDENT7$1,592
PEGGY ANNE DOWSECRETARY1
MAURINE S HALPERINDIRECTOR1

Recent News & Activity

Recent developments and announcements

The foundation committed $23 million to a Dallas bridge park project, representing a significant philanthropic gift to the Dallas Park System.

Halperin Foundation Philantropic Gift to the Dallas Park System

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Robert and Ruth Halperin Foundation fund?

The foundation's stated purpose is to give interest and dividends to public charities and use investment income for qualifying distributions. Primary funding areas include: • Education programs • Civil rights advocacy • Community organizing • Social justice initiatives • Philanthropy and grantmaking

How do I apply for a grant from Robert and Ruth Halperin Foundation?

**Grant Activity:** • Made 51-56 grants annually (based on recent filings) • Total annual giving: approximately $6.8-$8.6 million • Grant range: $50,000 to $1,745,000 • Median grant size: $50,000-$88,000 • Average grant amount: $330,000-$1,985,000 **Application Process:** The foundation operates on an invitation-only basis and does not accept unsolicited grant applications. **Recent Grants (2023):** • The California Education Partners: $1,695,000 (Education Programs) • Stanford University: $1,0…

Where does Robert and Ruth Halperin Foundation make grants?

The foundation primarily focuses on California, with some national grants. Additional geographic areas of interest include New York and Massachusetts.

What size grants does Robert and Ruth Halperin Foundation award?

In 2024, Robert and Ruth Halperin Foundation awarded 54 grants totaling $7.8M — an average of about $145K per grant, based on its IRS Form 990 filings.

How much is Robert and Ruth Halperin Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert and Ruth Halperin Foundation reported a distributable amount of $7.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert and Ruth Halperin Foundation's EIN?

Robert and Ruth Halperin Foundation's EIN (Employer Identification Number) is 94-3334424. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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