Civic Intelligence

Mark and Marcelle Halpern Foundation Inc.

990PF • Fiscal year 2024 • EIN 23-7067926

Jun 01, 2023 to May 31, 2024 • Filed on Apr 15, 2025

1 Huntington Quad Ste 3n05Melville, NY 11747

(516) 352-7700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$52,728

Up $86 (+0.2%) from 2023

Net Assets

Up

$52,728

Up $86 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$1,650

Up $3 (+0.2%) from 2023

Expenses

Down

$775

Down $25 (-3.1%) from 2023

Net Income

Up

$875

Up $28 (+3.3%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2013: $66,141Liabilities 2013: $0Net Assets 2013: $66,1412013Assets 2014: $60,722Liabilities 2014: $0Net Assets 2014: $60,7222014Assets 2015: $62,678Liabilities 2015: $0Net Assets 2015: $62,6782015Assets 2016: $61,452Liabilities 2016: $0Net Assets 2016: $61,4522016Assets 2017: $57,746Liabilities 2017: $0Net Assets 2017: $57,7462017Assets 2018: $57,477Liabilities 2018: $0Net Assets 2018: $57,4772018Assets 2019: $57,625Liabilities 2019: $0Net Assets 2019: $57,6252019Assets 2020: $55,958Liabilities 2020: $0Net Assets 2020: $55,9582020Assets 2021: $54,323Liabilities 2021: $0Net Assets 2021: $54,3232021Assets 2022: $52,610Liabilities 2022: $0Net Assets 2022: $52,6102022Assets 2023: $52,642Liabilities 2023: $0Net Assets 2023: $52,6422023Assets 2024: $52,728Liabilities 2024: $0Net Assets 2024: $52,7282024Assets 2024: $54,513Liabilities 2024: $0Net Assets 2024: $54,5132024

Highlighted filing

2024

Assets$52,728
Liabilities$0
Net Assets$52,728

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KExpenses 2013: $502013Revenue 2014: $6Expenses 2014: $5,425Net Income 2014: -$5,4192014Revenue 2015: $2,006Expenses 2015: $50Net Income 2015: $1,9562015Revenue 2016: $24Expenses 2016: $1,250Net Income 2016: -$1,2262016Revenue 2017: $144Expenses 2017: $3,850Net Income 2017: -$3,7062017Revenue 2018: $531Expenses 2018: $800Net Income 2018: -$2692018Revenue 2019: $1,066Expenses 2019: $50Net Income 2019: $1,0162019Revenue 2020: $734Expenses 2020: $1,550Net Income 2020: -$8162020Revenue 2021: $6Expenses 2021: $800Net Income 2021: -$7942021Revenue 2022: $22Expenses 2022: $800Net Income 2022: -$7782022Revenue 2023: $1,647Expenses 2023: $800Net Income 2023: $8472023Revenue 2024: $1,650Expenses 2024: $775Net Income 2024: $8752024Revenue 2024: $2,698Expenses 2024: $29Net Income 2024: $2,6692024

Highlighted filing

2024

Revenue$1,650
Expenses$775
Net Income$875
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 15, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD KAUFMANV-President-$0--
STEVEN GRIFFITHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mark and Marcelle Halpern Foundatio
EIN
23-7067926
Phone
5163527700
Address
1 HUNTINGTON QUAD STE 3N05, MELVILLE, NY 11747

Signing Officer

Name
Richard Kaufman
Title
V-president
Phone
5163527700
Signed
2025-04-15

Preparer

Firm
Moses & Schreiber Llp
Address
1 HUNTINGTON QUADRANGLE STE 3N05, MELVILLE, NY 11747-4468
Preparer
Gregory S Rom CPA
Phone
5163527700
Raw XML Appendix193 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt052728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY US GOV'T RESERVE
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt052642
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt052642
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt052642
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt053082
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt053082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0796
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02614
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt052286
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt053082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD KAUFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEVEN GRIFFITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0V-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0345 EAST 56TH STREET APT 7B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11580 TIFF CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ARGYLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd176226
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY3Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY4Yr02019
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 HUNTINGTON QUADRANGLE STE 3N05
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MELVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0true
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MOSES AND SCHREIBER LLP - CPA'S
IRS990PF/StatementsRegardingActyGrp/PhoneNum05163527700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02602
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt016665
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt016665
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02564
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt016665
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02602
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02564
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0789
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05163527700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK AND MARCELLE HALPERN FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0237067926
ReturnHeader/Filer/PhoneNum05163527700
ReturnHeader/Filer/USAddress/AddressLine1Txt01 HUNTINGTON QUAD STE 3N05
ReturnHeader/Filer/USAddress/CityNm0MELVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011747
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131971216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSES & SCHREIBER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HUNTINGTON QUADRANGLE STE 3N05
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117474468
ReturnHeader/PreparerPersonGrp/PhoneNum05163527700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY S ROM CPA
ReturnHeader/ReturnTs02025-04-15T19:58:29-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.5$0.00$54.5$2.70$0.03$2.67
2024Detailed filing. Detailed filing data is available for this year.$52.7$0.00$52.7$1.65$0.78$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.6$0.00$52.6$1.65$0.80$0.85
2022Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$0.02$0.80$0.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.3$0.00$54.3$0.01$0.80$0.79
2020Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$0.73$1.55$0.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.6$0.00$57.6$1.07$0.05$1.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.5$0.00$57.5$0.53$0.80$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.7$0.00$57.7$0.14$3.85$3.71
2016Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$0.02$1.25$1.23
2015Detailed filing. Detailed filing data is available for this year.$62.7$0.00$62.7$2.01$0.05$1.96
2014Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$0.01$5.43$5.42
2013Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$0.05