Philanthropy & Grantmaking
(T22)
990 on File
GERALD P & CAROL D HALPERN FOUNDATION TRUST
Financial strength (30%)
81/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$7K
Total Revenue
$27K
Total Expenses
$261K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
76.0%
Fundraising Efficiency
N/A
Operating Reserve
115.92x
Liability-to-Asset
4.8%
Revenue Diversification
100.0%
Compared with Peers
FY 2025
Compared with 12,725 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
76.0% | 86.2% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
115.9 mo | 120.1 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
4.8% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
100.0% | 92.5% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
-5.0% | 4.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
33.6% | 2.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-296.3% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $7K | $27K | $261K | 76.0% | — |
| 2024 | $7K | $20K | $281K | 99.0% | — |
| 2023 | $7K | $22K | $294K | 98.8% | — |
| 2022 | $7K | $2K | $309K | 0.0% | — |
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