TPhilanthropy, Voluntarism & GrantmakingEIN: 116569810· Ruling Year: 2003

Gerald P & Carol D Halpern Foundation Trust

Locust Valley, New York

CHealth Score
40C

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Below Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org13.19×
Peer Median18.82×
💰
$7K
Total Revenue
📊
$22K
Total Expenses
🏦
$294K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-3.1%
Year-over-year change (2022 → 2023)
Net Margin
-223.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.19
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2023$6,8983%$22,301832%$294,0645%
2022$7,12236%$2,39487%$309,4672%
2021$11,07358%$18,0829%$304,7392%
2020$7,00587%$19,86850%$311,74856%
2015$52,147365%$13,22645%$199,58619%
2014$11,22227%$24,04314%$167,4157%
2013$15,30046%$21,16343%$179,6613%
2012$28,31751%$14,81918%$185,3498%
2011$18,751$18,068$172,301

Frequently Asked Questions

What does Gerald P & Carol D Halpern Foundation Trust do?

Gerald P & Carol D Halpern Foundation Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in New York. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Gerald P & Carol D Halpern Foundation Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Gerald P & Carol D Halpern Foundation Trust.

How much revenue does Gerald P & Carol D Halpern Foundation Trust generate?

Revenue data for Gerald P & Carol D Halpern Foundation Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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