Robert & Ruth Halperin Foundation
- Assets
- $182.7m
- Revenue
- $9.7m
- Investments
- $179.7m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 08/1999
- Data as of
- 12/2021
- EIN
- 94-3334424
Organization Overview
Robert & Ruth Halperin Foundation is located in San Francisco, CA. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robert & Ruth Halperin Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Robert & Ruth Halperin Foundation generated $9.7m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (15.5%) each year. All expenses for the organization totaled $8.9m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Robert & Ruth Halperin Foundation has awarded 396 individual grants totaling $59,780,648. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Julie Kidd Executive Director | 26 | $231,922 | |
Philip W Halperin President | 7 | $1,593 | |
Peggy Anne Dow Secretary | 1 | $0 | |
Maurine S Halperin Director | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Goldstein Munger & Associates | 12/30/20 | $406,971 |
Education First Consulting | 12/30/20 | $65,146 |
Glen Price Group | 12/30/20 | $55,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $154 |
| Dividends & Interest | $3,501,337 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,131,763 |
| Capital Gain Net Income | $6,397,349 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $79,483 |
| Total Revenue | $9,712,737 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $233,515 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $70,658 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $377,787 |
| Total operating and administrative expenses | $1,221,301 |
| Contributions, gifts, grants paid | $7,632,390 |
| Total expenses and disbursements | $8,853,691 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $222,872 |
| Savings and temporary cash investments | $2,782,276 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,398,924 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,882 |
| Total assets | $182,688,380 |
| Accounts payable and accrued expenses | $92,988 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $92,988 |
Grants Awarded
Over the last fiscal year, Robert & Ruth Halperin Foundation has awarded $7,632,390 in support to 52 organizations.
| Grant Recipient | Amount |
|---|---|
San Francisco, CA PURPOSE: TO SUPPORT EDUCATION PROGRAMS | $1,745,000 |
STANFORD UNIVERSITY PURPOSE: TO SUPPORT EDUCATION PROGRAMS | $1,060,000 |
Los Angeles, CA PURPOSE: TO SUPPORT EDUCATION PROGRAMS | $250,000 |
TEACHING LAB PURPOSE: TO SUPPORT EDUCATION PROGRAMS | $250,000 |
New York, NY PURPOSE: TO SUPPORT EDUCATION PROGRAMS | $200,000 |
Redwood City, CA PURPOSE: TO SUPPORT EDUCATION PROGRAMS | $200,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |