Gerald P & Carol D Halpern Foundation Trust

Halpern Gerald P Et Al Ttee

Locust Valley, NY
Tax-exempt since April 2003
EIN: 11-6569810

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$6.81k (2025)

Expenses

$27k (2025)

Total Assets

$274k (2025)

Total Liabilities

$13k (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$6,813

Expenses

$27,002

Net Income

-$20,189

Net Assets

$260,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,813	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,510	76.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,845
Total Liabilities	$13,010
Net Assets	$260,835

Compensation

Key Employees and Officers	Compensation	Other
Matthew Halpern (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$7,172

Expenses

$20,212

Net Income

-$13,040

Net Assets

$281,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,157	99.8%
Sales of Assets	$15	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,010	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$281,024
Total Liabilities	$0
Net Assets	$281,024

Compensation

Key Employees and Officers	Compensation	Other
Matthew Halpern (Trustee)	$0	$0

990-PF

Filed on April 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$6,898

Expenses

$22,301

Net Income

-$15,403

Net Assets

$294,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,898	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,027	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$294,064
Total Liabilities	$0
Net Assets	$294,064

Compensation

Key Employees and Officers	Compensation	Other
Matthew Halpern (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$7,122

Expenses

$2,394

Net Income

$4,728

Net Assets

$309,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,112	85.8%
Sales of Assets	$18	0.3%
Other Income	$992	13.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$309,467
Total Liabilities	$0
Net Assets	$309,467

Compensation

Key Employees and Officers	Compensation	Other
Matthew Halpern (Trustee)	$0	$0

990-PF

Filed on May 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$11,073

Expenses

$18,082

Net Income

-$7,009

Net Assets

$304,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,734	51.8%
Sales of Assets	$5,339	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,125	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$304,739
Total Liabilities	$1
Net Assets	$304,738

Compensation

Key Employees and Officers	Compensation	Other
Gerald Halpern (Trustee)	$0	$0

990-PF

Filed on Dec. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$7,005

Expenses

$19,868

Net Income

-$12,863

Net Assets

$311,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,005	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,000	75.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$311,748
Total Liabilities	$1
Net Assets	$311,747

Compensation

Key Employees and Officers	Compensation	Other
Gerald Halpern (Trustee)	$0	$0

990-PF

Filed on Feb. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2019

Revenue

$67,415

Expenses

$2,927

Net Income

$64,488

Net Assets

$324,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,479	88.2%
Sales of Assets	$7,936	11.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440	15.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,611
Total Liabilities	$0
Net Assets	$324,611

Compensation

Key Employees and Officers	Compensation	Other
Gerald Halpern (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$26,370

Expenses

$4,292

Net Income

$22,078

Net Assets

$260,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,130	19.5%
Interest Revenue	$0
Dividends	$8,433	32.0%
Sales of Assets	$12,807	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,465	34.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,173
Total Liabilities	$50
Net Assets	$260,123

Compensation

Key Employees and Officers	Compensation	Other
Gerald Halpern (Trustee)	$0	$0
Carol Halpern (Trustee)	$0	$0

990-PF

Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$36,750

Expenses

$17,077

Net Income

$19,673

Net Assets

$238,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,684	78.1%
Interest Revenue	$0
Dividends	$8,066	21.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,937	69.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,070
Total Liabilities	$25
Net Assets	$238,045

Compensation

Key Employees and Officers	Compensation	Other
Gerald Halpern (Trustee)	$0	$0
Carol Halpern (Trustee)	$0	$0

990-PF

Filed on March 28, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$52,147

Expenses

$13,226

Net Income

$38,921

Net Assets

$199,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,513	85.4%
Interest Revenue	$0
Dividends	$7,634	14.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,301	77.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$199,586
Total Liabilities	$260
Net Assets	$199,326

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$11,222

Expenses

$24,043

Net Income

-$12,821

Net Assets

$166,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,603	> 100%
Interest Revenue	$0
Dividends	$5,156	45.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,811	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$167,415
Total Liabilities	$900
Net Assets	$166,515

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$15,300

Expenses

$21,163

Net Income

-$5,863

Net Assets

$179,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,008	71.9%
Interest Revenue	$0
Dividends	$4,292	28.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,154	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$179,661
Total Liabilities	$325
Net Assets	$179,336

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$28,317

Expenses

$14,819

Net Income

$13,498

Net Assets

$185,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,417	65.0%
Interest Revenue	$0
Dividends	$4,140	14.6%
Sales of Assets	$5,760	20.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,407	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,349
Total Liabilities	$150
Net Assets	$185,199

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$18,751

Expenses

$18,068

Net Income

$683

Net Assets

$171,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,674	83.6%
Interest Revenue	$0
Dividends	$3,077	16.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,487	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$172,301
Total Liabilities	$600
Net Assets	$171,701

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Updated February 25, 2026

Gerald P & Carol D Halpern Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.81k (2025)

Expenses $27k (2025)

Total Assets $274k (2025)

Total Liabilities $13k (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$6.81k (2025)

Expenses

$27k (2025)

Total Assets

$274k (2025)

Total Liabilities

$13k (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003