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New York · Private foundation

Gerald & Carol Halpern Foundation Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$21k
Granted FY2025(still arriving)
16
Grants FY2025
16
Organizations funded FY2024
6%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,000
Largest grant, FY2025
$3,000
Organizations funded a year
7 to 70
FY2017 to FY2024
States reached, FY2025
5
Total assets, FY2025
$274k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 6% of the organizations Gerald & Carol Halpern Foundation Trust funded were first-time grantees, receiving 10% of its grant dollars.

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’18’19’20’21’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’23’24
InternationalHealthEnvironmentHuman ServicesReligionCivil RightsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving16$21k6%
FY202416$20k6%
FY202317$22k35%
FY202113$16k15%
FY202012$15k42%
FY20197$44043%
FY201816$1k25%
FY201770$11kn/a
94% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$30kInternational$17kArts & Culture$16kEnvironment$8kEducation$7kSocial Science$7kCivil Rights$5kFood & Nutrition$3kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
WI
NY
MA
PA
NJ
CA
NE
VA
MD
TN
DC
AL
GA
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 67 grantees
All grantees of Gerald & Carol Halpern Foundation Trust by total granted
GranteeTotal grantedYearsShare of their budget
The Perlman Music Program Inc$11,35060%
Birthright Israel Foundation$10,50050%
Marc Lustgarten Pancreatic Cancer Foundation$8,75070%
Planned Parenthood Federation of America Inc$6,00030%
American Diabetes Association$4,60060%
Pan-Massachusetts Challenge Inc$4,05240%
Israel Emergency Alliance$4,00020%
Sierra Club$3,80060%
Ocean Conservancy$3,50040%
Long Island Cares Inc$2,52030%
Hillel the Foundation for Jewish Campus Life$2,50030%
Southern Poverty Law Center Inc$1,18530%
Anti-Defamation League$1,00010%
Wildlife Conservation Society$1,00020%
United States Fund for Unicef$72530%
University of South Florida Foundation Inc$50010%
Wnet$50010%
The Seed Foundation$30010%
Amnesty International of the USA Inc$27030%
Environmental Defense Fund Incorporated$25020%
Pace University$15020%
Multiple Sclerosis Foundation Inc$14020%
Museum of Modern Art$14010%
NAACP Legal Defense & Educ Fund Inc$13620%
Harvard Magazine Inc$1351n/a
National Parks Conservation Association$13510%
Oxfam-America Inc$13510%
The Carter Center Inc$12010%
Hias Inc$10020%
New Jewish Narrative Inc$10010%
American Society for Yad Vashem Inc$10010%
The Interfaith Nutrition Network Inc$9520%
Weitzman National Museum of American Jewish History$9010%
International Rescue Committee INC$8520%
Parkinson Research Foundation Inc$8520%
Interfaith Alliance Inc$851n/a
Nassau County Museum of Art$8010%
Human Rights Watch Inc$7510%
The Wilderness Society$7020%
Rosenberg Fund for Children Inc$6010%
Metropolitan Museum of Art$5010%
Joslin Diabetes Center Inc$5010%
Retreat Inc$5010%
Museum of Jewish Heritage a Living Memorial to the Holocaust$5010%
Fresh Air Fund$5010%
Grameen Foundation USA$5010%
Galapagos Conservancy Inc$5010%
Waterkeeper Alliance Inc$501n/a
United Cerebral Palsy Inc$5010%
Breakthrough T1d$5010%
The Jewish Foundation for the Righteous Inc$5010%
Citymeals-On-Wheels$5020%
Dorot Inc$4510%
American Friends Service Committee$401n/a
Public Citizen Inc$3610%
Feminist Majority Foundation$3510%
City Harvest Inc$3510%
Population Connection$351n/a
Government Accountability Project$3510%
Springs Fire Department Inc$251n/a
The Foundation for AIDS Research$2510%
St Jude Children's Research Hospital Inc$2510%
Shelter Island Friends of Music Inc$251n/a
Israel Special Kids Fund$1810%
AARP Foundation$1710%
National Arbor Day Foundation$1510%
East Hampton Meals on Wheels Inc$1510%

What it could do for these grantees

Plus 25 recipients with no EIN on record ($36k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Gerald & Carol Halpern Foundation Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Perlman Music Program Inc: $11,350 over 6y, 0.3% of budgetBirthright Israel Foundation: $10,500 over 5y, 0.0% of budgetMarc Lustgarten Pancreatic Cancer Foundation: $8,750 over 7y, 0.0% of budgetPlanned Parenthood Federation of America Inc: $6,000 over 3y, 0.0% of budgetAmerican Diabetes Association: $4,600 over 6y, 0.0% of budgetPan-Massachusetts Challenge Inc: $4,052 over 4y, 0.0% of budgetIsrael Emergency Alliance: $4,000 over 2y, 0.0% of budgetSierra Club: $3,800 over 6y, 0.0% of budgetOcean Conservancy: $3,500 over 4y, 0.0% of budgetLong Island Cares Inc: $2,520 over 3y, 0.0% of budgetHillel the Foundation for Jewish Campus Life: $2,500 over 3y, 0.0% of budgetSouthern Poverty Law Center Inc: $1,185 over 3y, 0.0% of budgetAnti-Defamation League: $1,000 over 1y, 0.0% of budgetWildlife Conservation Society: $1,000 over 2y, 0.0% of budgetUnited States Fund for Unicef: $725 over 3y, 0.0% of budgetUniversity of South Florida Foundation Inc: $500 over 1y, 0.0% of budgetWnet: $500 over 1y, 0.0% of budgetThe Seed Foundation: $300 over 1y, 0.0% of budgetAmnesty International of the USA Inc: $270 over 3y, 0.0% of budgetEnvironmental Defense Fund Incorporated: $250 over 2y, 0.0% of budgetPace University: $150 over 2y, 0.0% of budgetMultiple Sclerosis Foundation Inc: $140 over 2y, 0.0% of budgetMuseum of Modern Art: $140 over 1y, 0.0% of budgetNAACP Legal Defense & Educ Fund Inc: $136 over 2y, 0.0% of budgetNational Parks Conservation Association: $135 over 1y, 0.0% of budgetOxfam-America Inc: $135 over 1y, 0.0% of budgetThe Carter Center Inc: $120 over 1y, 0.0% of budgetHias Inc: $100 over 2y, 0.0% of budgetNew Jewish Narrative Inc: $100 over 1y, 0.0% of budgetAmerican Society for Yad Vashem Inc: $100 over 1y, 0.0% of budgetThe Interfaith Nutrition Network Inc: $95 over 2y, 0.0% of budgetWeitzman National Museum of American Jewish History: $90 over 1y, 0.0% of budgetInternational Rescue Committee INC: $85 over 2y, 0.0% of budgetParkinson Research Foundation Inc: $85 over 2y, 0.0% of budgetNassau County Museum of Art: $80 over 1y, 0.0% of budgetHuman Rights Watch Inc: $75 over 1y, 0.0% of budgetThe Wilderness Society: $70 over 2y, 0.0% of budgetRosenberg Fund for Children Inc: $60 over 1y, 0.0% of budgetMetropolitan Museum of Art: $50 over 1y, 0.0% of budgetJoslin Diabetes Center Inc: $50 over 1y, 0.0% of budgetRetreat Inc: $50 over 1y, 0.0% of budgetMuseum of Jewish Heritage a Living Memorial to the Holocaust: $50 over 1y, 0.0% of budgetFresh Air Fund: $50 over 1y, 0.0% of budgetGrameen Foundation USA: $50 over 1y, 0.0% of budgetGalapagos Conservancy Inc: $50 over 1y, 0.0% of budgetUnited Cerebral Palsy Inc: $50 over 1y, 0.0% of budgetBreakthrough T1d: $50 over 1y, 0.0% of budgetThe Jewish Foundation for the Righteous Inc: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 60.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Communal FundNY16.3× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Mutual of America Foundation · Morgan Stanley Global Impact Funding Trust Inc · Jpmorgan Chase Foundation · Vanguard Charitable Endowment Program · Network for Good · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Gerald & Carol Halpern Foundation Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Gerald & Carol Halpern Foundation Trust?

Find your warmest path to Gerald & Carol Halpern Foundation Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Gerald & Carol Halpern Foundation Trust

How much does Gerald & Carol Halpern Foundation Trust give?
Gerald & Carol Halpern Foundation Trust reported 16 grants totaling $20,510 in its FY2025 IRS filing. It funded between 7 and 70 organizations a year over FY2017 to FY2024.
What does Gerald & Carol Halpern Foundation Trust fund?
By grant dollars over FY2017 to FY2025, its largest causes are Health (27%), International (15%), Arts & Culture (15%).
Who are Gerald & Carol Halpern Foundation Trust's largest grantees?
By total granted over FY2017 to FY2025: The Perlman Music Program Inc ($11k), Birthright Israel Foundation ($11k), Marc Lustgarten Pancreatic Cancer Foundation ($9k).
Does Gerald & Carol Halpern Foundation Trust fund new organizations?
In FY2024, 6% of the organizations it funded were first-time grantees.
Does Gerald & Carol Halpern Foundation Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Gerald & Carol Halpern Foundation Trust?
Its strongest co-funders, measured against what their size predicts, include Jewish Communal Fund, Mutual of America Foundation, Morgan Stanley Global Impact Funding Trust Inc.
Where is Gerald & Carol Halpern Foundation Trust based?
Gerald & Carol Halpern Foundation Trust is based in NY.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 96 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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