Gerald P & Carol D Halpern Foundation Trust
- Assets
- $0.0
- Revenue
- $11.1k
- Investments
- $217.6k
- Employees
- 0
- Location
- Great Neck, NY
- Founding
- 04/2003
- Data as of
- 06/2021
- EIN
- 11-6569810
Organization Overview
Gerald P & Carol D Halpern Foundation Trust is located in Great Neck, NY. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Gerald P & Carol D Halpern Foundation Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Gerald P & Carol D Halpern Foundation Trust generated $11.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (19.9%) each year. All expenses for the organization totaled $18.1k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gerald Halpern Trustee | 1 | $0 | |
Carol Halpern Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,734 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $11,073 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $1,957 |
| Contributions, gifts, grants paid | $16,125 |
| Total expenses and disbursements | $18,082 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $87,159 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Gerald P & Carol D Halpern Foundation Trust has awarded $16,125 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: UNRESTRICTED | $2,500 |
BIRTHRIGHT ISRAEL FDN PURPOSE: UNRESTRICTED | $2,500 |
HARVARD LAW SCHOOL PURPOSE: UNRESTRICTED | $2,000 |
LUSTGARTEN FDN PURPOSE: UNRESTRICTED | $2,000 |
UNIV OF PENNSYLVANIA - PENN FND PURPOSE: UNRESTRICTED | $2,000 |
PAN MASS CHALLENGE PURPOSE: UNRESTRICTED | $1,025 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Healthcare Foundation Of New Jersey Inc Millburn, NJ | $201,281,752 | $11,925,991 |
Tr Ua 06162003 New York, NY | $24,153,189 | $17,543,623 |
Linlundh Foundation Huntingdon Valley, PA | $26,974,319 | $5,576,892 |
Hamilton Family Charitable Trust Wayne, PA | $141,914,105 | $43,786,350 |
Daniel B And Florence E Green Foundation Conshohocken, PA | $179,390,509 | $18,946,870 |
Price Family Foundation Inc New York, NY | $4,922,654 | $6,599,359 |
Seed The Dream Foundation Gladwyne, PA | $47,208,358 | $1,088,502 |
Hunt Street Fund Inc Needham, MA | $102,244,956 | $9,516,120 |
Virginia B Toulmin Charitable Foundation Iii 20-102080246164 New York, NY | $0 | $3,507,979 |
Foundation For Excellence In Higher Education Inc Princeton, NJ | $10,905,740 | $10,645,198 |
Margaret A Nagel Tr Uw Art 2 Jericho, NY | $960,283 | $58,879 |
James L Vincent Foundation Boston, MA | $11,098,257 | $1,513,039 |