Funder DirectoryGERALD & CAROL HALPERN
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Private foundation (trust)EIN 116569810Est. 2003-04

GERALD & CAROL HALPERN

LOCUST VALLEY, NY 11560

Total Assets

$353K

FY 2024

Annual Giving

$21K

FY 2024

Grants Made

16

FY 2024

Avg Grant

$1K

FY 2024

Grant Range

$500–$3K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$7K

Total Expenses

$27K

Qualifying Distributions

$21K

Distributable Amount

$31K

Min. Investment Return

$32K

Undistributed Income

$20K

Payout rate 65%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.65%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $500 through median $1K to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2017 to 2024. Peak $22K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

98 grants

BIRTHRIGHT ISRAEL FDN
$11K
5 grants
PERLMAN MUSIC PROGRAM
$9K
5 grants
LUSTGARTEN FDN
$9K
6 grants
PLANNED PARENTHOOD FEDERATION OF AM
$6K
3 grants
HARVARD LAW SCHOOL
$6K
3 grants
ADL
$5K
3 grants
NATIONAL MS SOCIETY
$5K
5 grants
AMERICAN DIABETES ASSN
$5K
5 grants

Grant Size Distribution

98 grants

<$10K
98
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

New York
$47K
49% of total
District of Columbia
$19K
20% of total
Massachusetts
$10K
11% of total
California
$8K
8% of total
Pennsylvania
$6K
6% of total
Virginia
$5K
5% of total
Alabama
$1K
1% of total
Florida
$105
0% of total
Illinois
$70
0% of total
Maryland
$50
0% of total

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GERALD & CAROL HALPERN — Grants, Financials & Contact | Grantivo