Gerald P & Carol D Halpern Foundation Trust
Only null% goes to programs Strong reserves
Gerald P & Carol D Halpern Foundation Trust is a 501(c)(3) organization based in Locust Valley, New York, registered in 2003, with $6,813 in FY2024 revenue. CharityIndex grades it F.
29 Kaintuck Ln, Locust Valley, NY, 11560 EIN 11-6569810 Since 2003
Revenue (FY2024)
$6,813
▼ 5.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$27K
Net assets
$261K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Gerald P & Carol D Halpern Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating116 mo reserves · -296% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Gerald P & Carol D Halpern Foundation Trust: 116 mo reserves · -296% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Gerald P & Carol D Halpern Foundation Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Gerald P & Carol D Halpern Foundation Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- 29 Kaintuck Ln, Locust Valley, NY, 11560
- City
- Locust Valley
- State
- New York
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $37K (FY2016) to $6,813 (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $13KNet assets $261K
Operating margin
-296.3%
Spent more than it raised in the latest fiscal year.
Total assets
$274K
Total liabilities
$13K
Net assets
$261K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $6,813▼5.0% | $27,002▲33.6% | $260,835▼7.2% | $273,845▼2.6% | 990PF |
| 2023 | $7,172▲4.0% | $20,212▼9.4% | $281,024▼4.4% | $281,024▼4.4% | 990PF |
| 2022 | $6,898▼3.1% | $22,301▲832% | $294,064▼5.0% | $294,064▼5.0% | 990PF |
| 2021 | $7,122▼35.7% | $2,394▼86.8% | $309,467▲1.6% | $309,467▲1.6% | 990PF |
| 2020 | $11,073▲58.1% | $18,082▼9.0% | $304,739▼2.2% | $304,739▼2.2% | 990PF |
| 2019 | $7,005▼89.6% | $19,868▲579% | $311,748▼4.0% | $311,748▼4.0% | 990PF |
| 2018 | $67,415▲156% | $2,927▼31.8% | $324,611▲24.8% | $324,611▲24.8% | 990PF |
| 2017 | $26,370▼28.2% | $4,292▼74.9% | $260,123▲9.3% | $260,173▲9.3% | 990PF |
| 2016 | $36,750 | $17,077▼5.5% | $238,045▲38.6% | $238,070▲38.2% | 990PF |
| 2010 | — | $18,068 | $171,701 | $172,301 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Similar organizations in Philanthropy
Compare Gerald P & Carol D Halpern Foundation Trust
Frequently asked questions
- Is Gerald P & Carol D Halpern Foundation Trust a legitimate nonprofit?
- Yes. Gerald P & Carol D Halpern Foundation Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 11-6569810, based in Locust Valley, New York. Donations are tax-deductible.
- What is Gerald P & Carol D Halpern Foundation Trust's EIN?
- Gerald P & Carol D Halpern Foundation Trust's Employer Identification Number (EIN) is 11-6569810.
- How much revenue does Gerald P & Carol D Halpern Foundation Trust report?
- Gerald P & Carol D Halpern Foundation Trust reported $6,813 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Gerald P & Carol D Halpern Foundation Trust have?
- CharityIndex grades Gerald P & Carol D Halpern Foundation Trust F, based on financial health (reserves and operating margin).
More nonprofits in Locust Valley
Explore more
Data for Gerald P & Carol D Halpern Foundation Trust (EIN 11-6569810) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.