Skip to main content

Nonprofit · EIN 25-6857135

HALPERN FAM FOUNDATION TR

Also known as HALPERN MICHAEL TTEE

Tax-exempt · RADNOR, PA 19087

Financials

$56K$88K2023$64K$85K2024$131K$125K2025
Revenue Expenses · by fiscal year end
Financials of HALPERN FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$131,190$125,168$6,022$947,242$0$947,242
December 31, 2024990-PF$64,370$85,374-$21,004$951,354$0$951,354
December 31, 2023990-PF$55,871$88,342-$32,471$972,354$0$972,354
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$31,775
Net gain from sales of assets
$99,415

Expenses

Grants and similar amounts paid
$107,330
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$118,249
Excise tax on investment income
$1,740

Balance sheet and other

Total assets, start of year
$951,354
Total assets, end of year
$947,242
Total liabilities, end of year
$0
Net assets, end of year
$947,242
Fair market value of assets
$2,114,820
Qualifying distributions
$118,249
Net investment income
$131,190

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL D HALPERN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
PRESIDENT AND TRUSTEE0.5$0
CHRISTINE GRANT
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
SECRETARY, TREASURER AND T0.5$0
FRANK I BROWN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
VERA G BROWN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
ROBERT J WOLFE
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
JAMES MOELLER
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
MICHAEL D HALPERN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
PRESIDENT AND TRUSTEE0.5$0
CHRISTINE GRANT
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
SECRETARY, TREASURER AND T0.5$0
FRANK I BROWN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
VERA G BROWN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
ROBERT J WOLFE
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
JAMES MOELLER
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MICHAEL D HALPERN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
PRESIDENT AND TRUSTEE0.5$0
CHRISTINE GRANT
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
SECRETARY, TREASURER AND T0.5$0
FRANK I BROWN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
VERA G BROWN
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
ROBERT J WOLFE
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0
JAMES MOELLER
C/O FTCI OF PA 5 RADNOR CORP CTR, RADNOR, PA 19087
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
CO FTCI OF PA 5 RADNOR CTR 450, RADNOR, PA 19087-0000
In care of
% GLENMEDE TRUST CO NA
Signed the 990-PF
CHRISTINE GRANT, TRUSTEE
Phone
(610) 975-4300
Return prepared by
FIDUCIARY TRUST COMPANY INTERNATIONAL

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6857135
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
2004
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$947,242
Income (IRS master file)
$345,838

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$131,190$125,168$947,242IRS
990-PFDecember 2024$64,370$85,374$951,354IRS
990-PFDecember 2023$55,871$88,342$972,354XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 25-6857135).

Questions about HALPERN FAM FOUNDATION TR

What is the EIN of HALPERN FAM FOUNDATION TR?
The employer identification number (EIN) of HALPERN FAM FOUNDATION TR is 25-6857135.
Is HALPERN FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to HALPERN FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HALPERN FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HALPERN FAM FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HALPERN FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HALPERN FAM FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does HALPERN FAM FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $131,190, expenses of $125,168 and total assets of $947,242 at year end.

Other nonprofits in RADNOR

All nonprofits in RADNOR · Pennsylvania · Education