Sam Halpern Family Foundation Inc

FLORHAM PARK, NJ EIN: 22-2707942

Sam Halpern Family Foundation Inc is a private foundation focused on Education, based in FLORHAM PARK, NJ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $13.5M in total assets. In 2024, it awarded 13 grants totaling $431K. Net investment income was $612K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$13.5M

+0.9% YoY

Annual Giving

$431K

-8.2% YoY

Grant Count

13

+30.0% YoY

Avg Grant Size

$33K

-29.4% YoY

Under IRS private-foundation payout rules, Sam Halpern Family Foundation Inc reported a distributable amount of $530K for 2024 — the minimum it must pay out in qualifying distributions.

About Sam Halpern Family Foundation Inc

Based on IRS filings

Sam Halpern Family Foundation Inc is a private foundation focused on Education, based in FLORHAM PARK, NJ. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $13.5M in total assets. In 2024, it awarded 13 grants totaling $431K. Net investment income was $612K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ElizabethElizabthHillsideLivingstonNew YorkScotch PlainsShort HillsSuffernWashingtonWest Orange

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$226K$451K$677K$903K2021202220232024
Metric202420232022
Total Assets$13,453,456$13,335,850$13,099,485
Revenue$580,907$745,646$669,960
Expenses$460,690$481,361$644,718
Qualifying Distributions$436,600$469,831$533,841
Net Investment Income$612,018$820,682$733,034
Distributable Amount$529,572$497,069$500,929

Giving Over Time

Total grant dollars and number of grants per year

$0$133K$267K$400K$534K8 grants202115 grants202210 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JOSEPH KUSHNER HEBREW AC…$136KFRIENDS OF THE ISRAEL DE…$50KHOLOCUAST RESOURCE FOUND…$50KJEWISH FEDERATION OF GRE…$50KJEWISH FAMILY SERVICES O…$40KFRIENDSHIP CIRCLE NJ$36KCONGREGATION ETZ CHAIM$18KGOLDA OCH ACADEMY$18KAMERICAN FRIENDS OF ISRA…$10KJEWISH EDUCATIONAL CENTER$10K

Grant Size Distribution

46 grants across all recorded years

29<$50K13$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Joseph Kushner Hebrew Academy ($136,000), Friends of the Israel Defense Forces ($50,000), Holocuast Resource Foundation ($50,000).

RecipientPurposeAmount
AMERICAN FRIENDS OF ISRAELI NAVY SEALS INC NEW YORK, NYUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$10,000
CONGREGATION ETZ CHAIM LIVINGSTON, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$18,000
FRIENDS OF THE ISRAEL DEFENSE FORCES NEW YORK, NYUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$50,000
FRIENDSHIP CIRCLE NJ LIVINGSTON, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$36,000
GOLDA OCH ACADEMY WEST ORANGE, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$18,000
HOLOCAUST MUSEUM FOR TOLERANCE SUFFERN, NYUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$1,800
HOLOCUAST RESOURCE FOUNDATION SHORT HILLS, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$50,000
JEWISH EDUCATIONAL CENTER ELIZABETH, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$10,000
JEWISH FAMILY SERVICES OF NJ ELIZABTH, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$40,300
JEWISH FEDERATION OF GREATER METROWEST NJ SCOTCH PLAINS, NJUNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GLADYS HALPERNTRUSTEE0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sam Halpern Family Foundation Inc?

Sam Halpern Family Foundation Inc is a private foundation focused on Education, based in FLORHAM PARK, NJ. It holds $13.5M in total assets as of 2024.

How large is Sam Halpern Family Foundation Inc?

As of 2024, Sam Halpern Family Foundation Inc holds $13.5M in total assets with $581K in annual revenue. It awarded 13 grants totaling $431K in 2024.

Where does Sam Halpern Family Foundation Inc operate?

Sam Halpern Family Foundation Inc has awarded grants in District of Columbia, New Jersey, New York.

What size grants does Sam Halpern Family Foundation Inc award?

In 2024, Sam Halpern Family Foundation Inc awarded 13 grants totaling $431K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Sam Halpern Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sam Halpern Family Foundation Inc reported a distributable amount of $530K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sam Halpern Family Foundation Inc's EIN?

Sam Halpern Family Foundation Inc's EIN (Employer Identification Number) is 22-2707942. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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