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Gerald & Carol Halpern Foundation Trust at a glance

· 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 FY2025still arriving
16
Grants FY2025still arriving
5
States reached
$3k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0194% 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
02FY2025 · 16 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
5
States reached
$274k
Total assets
Largest grants
RecipientAmount
PLANNED PARENTHOOD FEDERATION OF AM$3,000
ADL$2,000
STAND WITH US$2,000
BIRTHRIGHT ISRAEL FDN$2,000
SSPLONG ISLAND CARES$1,010
Individual grant recipient$1,000
OCEAN CONSERVANCY$1,000
LUSTGARTEN FDN$1,000
PERLMAN MUSIC PROGRAM$1,000
AMERICAN DIABETES ASSN$1,000
SIERRA CLUB$1,000
HOLOCAUST MUSEUM$1,000
PAN MASS CHALLENGE$1,000
HILLEL FDN FOR JEWISH CAMPUS LIFE$1,000
NATIONAL MS SOCIETY$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $11k) land where the poverty rate runs at 6%, against an area that typically sits at 10%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%ROSENBERG FUND FOR CHILDREN: $60 → 12%THE RETREAT INC: $50 → 7%LUSTGARTEN FDN: $2k → 6%SSPLONG ISLAND CARES: $1k → 7%LUSTGARTEN FDN: $2k → 6%SSPLONG ISLAND CARES: $1k → 7%LUSTGARTEN FDN: $2k → 6%SSPLONG ISLAND CARES: $500 → 7%LUSTGARTEN FDN: $1k → 6%LUSTGARTEN FDN: $1k → 6%LUSTGARTEN FDN: $500 → 6%LUSTGARTEN FDN: $250 → 6%ISRAEL SPECIAL KIDS: $18 → 17%DOROT: $45 → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
WI
NY
MA
PA
NJ
CA
NE
VA
MD
TN
DC
AL
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.
$97k · 33 repeat orgs$10k to everyone else

Grantees it renews have grown median revenue +24% since the first grant, against +22% for those funded once.

33 repeat relationships: 15 still active in FY2025, 18 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

33
58

Total granted

$97k
$9k

Median revenue growth · since first grant

+24%
+22%

Still filing today

76%
67%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’17’18’19’20’21’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’23’24’25
InternationalArts & CultureHealthHuman ServicesEnvironmentEducationOther
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.

Backed again, and grew

  • TP
    THE PERLMAN MUSIC PROGRAM INC
    6× · 2017–2025 · $11k · revenue +185%
  • BI
    BIRTHRIGHT ISRAEL FOUNDATION
    5× · 2020–2025 · $11k · revenue +19%
  • PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    3× · 2023–2025 · $6k · revenue +8%

Funded once

  • IG
    Individual grant recipient
    one grant, 2017 · $2k
  • UO
    UNIVERSITY OF PA - PENN FUND
    one grant, 2023 · $2k
  • AL
    ANTI-DEFAMATION LEAGUEgraduated
    one grant, 2020 · $1k · revenue +48%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The United States Holocaust Memorial Museum

Chartered by a unanimous act of congress, the museum is america's national institution for the documentation, study, interpretation, and education of holocaust history and serves as our country's memorial to the victims of the holocaust.…

Arts & Culture
2
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
3
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
4
Project Drawdown

Project drawdown's mission is to drive meaningful climate action by advancing science-based solutions and strategies. project drawdown's work is focused on three pillars: science - advancing science-based climate solutions and strategies;…

Education
5
Us Middle East Project Inc

The organization's mission is to engage in non partisan analysis of u.s. foreign policy in the middle east, with special emphasis on the middle east peace process, and to present policymakers in the united states, in the region and in the…

International
6
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
7
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
8
Committee to Protect Journalists Inc

The committee to protect journalists promotes press freedom worldwide and defends the right of journalists to report the news safely and without fear of reprisal. cpj ensures the free flow of news and commentary by taking action wherever…

Civil Rights
9
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
10
The Population Council Inc

We generate ideas, produce evidence, and design solutions to improve the lives of underserved populations around the world. we take a multidisciplinary, intergenerational, life-cycle approach that contributes to (see schedule o)four global…

International
11
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
12
Sustainable Fisheries Partnership Foundation

To engage and catalyze global seafood supply chains in rebuilding depleted fish stocks and reducing the environmental impacts of fishing and fish farming.

Animals
How this is measured
The grantee most central to the portfolio’s shape is Human Rights Watch Inc; the most unlike its peers is Wildlife Conservation Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

69 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 69 of the 96 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
69/69
Grantees still filing
47/69
Grew since first funded

Where the money sits, by cause and then by grantee

HARVARD LAW SCHOOL: $7,000 · OtherHARVARD LAW SCHOOLADL: $5,000 · OtherADLNATIONAL MS SOCIETY: $5,000 · OtherNATIONAL MS SOCIETYPAN-MASSACHUSETTS CHALLENGE INC: $4,052 · OtherPAN-MASSACHUSETTS CHALLENGE INCUNIV OF PENNSYLVANIA - PENN FND: $4,000 · OtherUNIV OF PENNSYLVANIA - PENN FNDHOLOCAUST MUSEUM: $3,804 · OtherHOLOCAUST MUSEUMSIERRA CLUB: $3,800 · OtherSIERRA CLUBNARAL: $3,035 · OtherNARALIndividual grant recipient: $3,000 · OtherIndividual grant recipientIndividual grant recipient: $2,100 · OtherUNIVERSITY OF PA - PENN FUND: $2,000 · Other+40 more: $6,868 · Other+40 moreBIRTHRIGHT ISRAEL FOUNDATION: $10,500 · InternationalBIRTHRIGHT ISRAEL…ISRAEL EMERGENCY ALLIANCE: $4,000 · InternationalISRAEL EMERGENCY …UNITED STATES FUND FOR UNICEF: $725 · International+10 more: $1,220 · International+10 moreTHE PERLMAN MUSIC PROGRAM INC: $11,350 · Arts & CultureTHE PERLMAN M…WNET: $500 · Arts & Culture+8 more: $695 · Arts & Culture+8 moreMARC LUSTGARTEN PANCREATIC CANCER FOUNDATION: $8,750 · Human ServicesMARC LUSTGAR…Long Island Cares Inc: $2,520 · Human ServicesLong Island …+5 more: $190 · Human ServicesPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $6,000 · HealthPLANNED PAR…American Diabetes Association: $4,600 · HealthAmerican Di…+6 more: $285 · HealthOCEAN CONSERVANCY: $3,500 · EnvironmentENVIRONMENTAL DEFENSE FUND INCORPORATED: $250 · EnvironmentNATIONAL PARKS CONSERVATION ASSOCIATION: $135 · Environment+3 more: $135 · EnvironmentHILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE: $2,500 · Religion
Other$49,659International$16,445Arts & Culture$12,545Human Services$11,460Health$10,885Environment$4,020Religion$2,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $350 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 budgetNEW ISRAEL FUND: $150 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 budgetAMERICAN JEWISH WORLD SERVICE 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 budgetTHE NATURE CONSERVANCY: $65 over 1y, 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 budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 FundMutual of America Fou…Morgan Stanley Global…Jpmorgan Chase Founda…Vanguard Charitable E…Network for GoodNational Philanthropi…The Bank of America C…Donor Advised Charita…Fidelity Investments …American Online Givin…Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Gerald & Carol Halpern Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Gerald & Carol Halpern Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 70%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 35%
  • Hias Inc: 88% of income from government
  • Joslin Diabetes Center Inc: 35% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
  • Oxfam-America Inc: 0% of income from government
no gov moneyreceives it· size = income
7get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

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

Play a game based on Gerald & Carol Halpern’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home