Gerald P & Carol D Halpern Foundation Trust
EIN 116569810 · 501(c)(3) · Private foundation · Locust Valley, NY · recognized 2003
- Assets
- $353K
- Revenue
- $6.8K
- Expenses
- $27.0K
- Investment income
- $6.8K
Form 990 fiscal year ended 06/30/2025
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Matthew Halpern | Trustee | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 06/30/2025 | $353K | $6.8K | $27.0K | 990 990PF · obj 202503159349101805 IRS ↗ |
| 06/30/2024 | $347K | $7.2K | $20.2K | 990 990PF · obj 202530939349100423 IRS ↗ |