Nonprofit · EIN 11-6569810
GERALD P & CAROL D HALPERN FOUNDATION TRUST
Also known as HALPERN GERALD P ET AL TTEE
Tax-exempt · LOCUST VALLEY, NY 11560
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,813 | $27,002 | -$20,189 | $273,845 | $13,010 | $260,835 |
| June 30, 2024 | 990-PF | $7,172 | $20,212 | -$13,040 | $281,024 | $0 | $281,024 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $6,813
Expenses
- Grants and similar amounts paid
- $20,510
- Disbursements for charitable purposes
- $20,510
- Excise tax on investment income
- $95
Balance sheet and other
- Total assets, start of year
- $281,024
- Total assets, end of year
- $273,845
- Total liabilities, end of year
- $13,010
- Net assets, end of year
- $260,835
- Fair market value of assets
- $352,867
- Qualifying distributions
- $20,510
- Net investment income
- $6,813
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW HALPERN 29 KAINTUCK LANE, LOCUST VALLEY, NY 11560 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW HALPERN 29 KAINTUCK LANE, LOCUST VALLEY, NY 11560 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 29 KAINTUCK LN, LOCUST VALLEY, NY 11560-2320
- Signed the 990-PF
- MATTHEW HALPERN, TRUSTEE
- Phone
- (516) 902-6496
- Return prepared by
- MASCH & COMPANY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 11-6569810
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $273,845
- Income (IRS master file)
- $6,813
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,813 | $27,002 | $273,845 | XML |
| 990-PF | June 2024 | $7,172 | $20,212 | $281,024 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-6569810).
Questions about GERALD P & CAROL D HALPERN FOUNDATION TRUST
- What is the EIN of GERALD P & CAROL D HALPERN FOUNDATION TRUST?
- The employer identification number (EIN) of GERALD P & CAROL D HALPERN FOUNDATION TRUST is 11-6569810.
- Is GERALD P & CAROL D HALPERN FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to GERALD P & CAROL D HALPERN FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERALD P & CAROL D HALPERN FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERALD P & CAROL D HALPERN FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GERALD P & CAROL D HALPERN FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of GERALD P & CAROL D HALPERN FOUNDATION TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does GERALD P & CAROL D HALPERN FOUNDATION TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,813, expenses of $27,002 and total assets of $273,845 at year end.
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