ALPERT & ALPERT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALPERT & ALPERT FOUNDATION (EIN 23-7388729)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349103036
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T12:02:45-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237388729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT & ALPERT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT KELRICK | InCareOfNm |
| Business Name Control | ALPE | BusinessNameControlTxt |
| Phone | 3232654040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 S SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ALPERT | PersonNm |
| Person Title | CEO/DIRECTOR | PersonTitleTxt |
| Phone | 3232654040 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | ALPERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY L KLEINEAHLBR | PreparerPersonNm |
| PTIN | P00971311 | PTIN |
| Phone | 8053748555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $569,404 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $594,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,830,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,064,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,682,910 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,660,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,058,013 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,850 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,275 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,575 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,152,552 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,152,552 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,229,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,575 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,156,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,568,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,989,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $620,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $569,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $569,404 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,340,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,176,362 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,137,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $569,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $569,404 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,137,765 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $569,404 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,137,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $569,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,137,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $569,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,137,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,568,361 | ExcessRevenueOverExpensesAmt |
| Subtotal | $569,404 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $569,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,355,922 | $2,411,397 | -$55,475 | -$55,475 |
| PUBLICLY TRADED SECURITIES | P | $10,670,054 | $8,969,872 | $1,700,182 | $1,700,182 |
| CAPITAL GAIN DIVIDENDS | P | $38,203 | |||
| CAPITAL GAIN DIVIDENDS | P | $38,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,682,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,653 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,653 | SubtotalAmt |
| Tax Based On Investment Income | $27,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,543 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,043 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5,610 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT KELRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3232654040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 SOUTH SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | CEO/DIRECTOR | 0.0 | $0 | $0 | $0 |
| HOWARD FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | CHAIRMAN OF THE BOARD/SEC/CFO | 0.0 | $0 | $0 | $0 |
| TERI ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| NANCY ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| ROCHELLE FARBER COHEN | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| NADINE FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 S FIGUEROA ST 2ND FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. MANAGEMENT | ServiceTypeTxt |
| Compensation | $64,850 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,919,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $681,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,600,781 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,600,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,441,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $522,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $522,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,653 | TotalTaxAmt |
| Distributable Before Adj | $494,435 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $499,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,156,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,156,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $369,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,283 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,293 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $221,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,000,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,156,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $499,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,656,617 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,656,979 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $369,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,287,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,283 | ExcessFromYear4Amt |
| Excess From Year3 | $139,293 | ExcessFromYear3Amt |
| Excess From Year2 | $221,663 | ExcessFromYear2Amt |
| Excess From Year1 | $70,691 | ExcessFromYear1Amt |
| Excess From Current Year | $11,656,617 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITYFIRST | |||||||
| 789 N FAIR OAKS | PASADENA | CA | 91103 | N/A | PC | GENERAL SUPPORT | $40,000 |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Adat Ari El | |||||||
| 12020 Burbank Blvd | Valley Village | CA | 91607 | N/A | PC | GENERAL SUPPORT | $3,200 |
| Alliance College-Ready Public Schools | |||||||
| 601 S Figueroa Street Floor 4 | LOS ANGELES | CA | 90017 | N/A | PC | GENERAL SUPPORT | $2,000 |
| BOYS & GIRLS CLUB OF CARSON | |||||||
| 1950 E 220TH ST SUITE 207 | LONG BEACH | CA | 90810 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Anti-Defamation League | |||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | N/A | PC | GENERAL SUPPORT | $1,000 |
| ArtTable Inc | |||||||
| 1 E 53rd Street 5th Floor | New York | NY | 10022 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Beauty Bus Foundation | |||||||
| 2716 Ocean Park Boulevard Suite 10 | Santa Monica | CA | 90405 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CHARITYVEST INC | |||||||
| 1200 ASHWOOD PKWY SUITE 140 | ATLANTA | GA | 30338 | N/A | PC | GENERAL SUPPORT | $273,600 |
| Camp Ramah of California | |||||||
| 17525 Ventura Blvd Suite 201 | Encino | CA | 91316 | N/A | PC | GENERAL SUPPORT | $12,000 |
| CONGREGATION SHIR HA-MA ALOT | |||||||
| 3652 MICHELSON DR | IRVINE | CA | 92612 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Chase Foundation | |||||||
| 23920 Linden Terrace | Calabasas | CA | 91302 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Concern Foundation | |||||||
| 11111 W Olympic Blvd Suite 214 | Los Angeles | CA | 90064 | N/A | PC | GENERAL SUPPORT | $8,000 |
| FOOD IN NEED OF DISTRIBUTION INC | |||||||
| 83775 CITRUS AVENUE | INDIO | CA | 92201 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GABRIELLA CHARTER SCHOOLS | |||||||
| 1435 LOGAN ST | LOS ANGELES | CA | 90026 | N/A | PC | GENERAL SUPPORT | $1,000 |
| De Toledo High School | |||||||
| 22622 Vanowen Street | West Hills | CA | 91307 | N/A | PC | GENERAL SUPPORT | $6,800 |
| JVS SOCAL | |||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $2,500 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF METROPOLITAN | |||||||
| 4301 W 3RD STREET | LOS ANGELES | CA | 900203809 | N/A | PC | GENERAL SUPPORT | $250 |
| MASSMUTUAL FOUNDATION INC | |||||||
| 1305 WALT WHITMAN RD | MELVILLE | NY | 11747 | N/A | PC | GENERAL SUPPORT | $5,612,406 |
| JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LA | |||||||
| 11150 OLYMPIC BLVD NO 900 | Los Angeles | CA | 90064 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MAAGALIM COMMUNITY CIRCLES INC | |||||||
| 22717 MOBILE STREET | WEST HILLS | CA | 91307 | N/A | PC | GENERAL SUPPORT | $1,000 |
| JEWISH FAMILY SERVICES | |||||||
| 1070 COLLEGE AVENUE | COLUMBUS | OH | 43209 | N/A | PC | GENERAL SUPPORT | $7,000 |
| COLLEGE OF CHARLESTON FOUNDATION | |||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Abraham Joshua Heschel Day School | |||||||
| 17701 Devonshire Street | Northridge | CA | 91325 | N/A | PC | GENERAL SUPPPORT | $1,000 |
| Hillel 818 | |||||||
| 17729 Plummer Street | Northridge | CA | 91325 | N/A | PC | GENERAL SUPPORT | $5,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | N/A | PC | GENERAL SUPPORT | $1,500 |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | |||||||
| 701 POYDRAS ST STE 3600 | NEW ORLEANS | LA | 70139 | N/A | PC | GENERAL SUPPORT | $500 |
| International Medical Corps | |||||||
| 1919 Santa Monica Blvd Suite 300 | Santa Monica | CA | 90404 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN INC | |||||||
| 3-34 30TH STREET | FAIR LAWN | NJ | 07410 | N/A | PC | GENERAL SUPPORT | $1,800 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $1,000 |
| RENAISSANCE CHARITABLE FOUNDATION INC | |||||||
| 8910 PURDUE ROAD SUITE 555 | INDIANAPOLIS | IN | 46268 | N/A | PC | GENERAL SUPPORT | $5,906,796 |
| Jewish Federation Council Of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd Suite 100 | Los Angeles | CA | 90048 | N/A | PC | GENERAL SUPPORT | $34,000 |
| Jewish Federation of Orange County | |||||||
| PO Box 841305 | Los Angeles | CA | 90084 | N/A | PC | GENERAL SUPPORT | $50,000 |
| STADWITHUS CENTER FOR LEGAL JUSTICE | |||||||
| 6505 Wilshire Blvd 5TH FLOOR | Los Angeles | CA | 90048 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Jewish Women's Archive | |||||||
| One Harvard Street | Brookline | MA | 02445 | N/A | PC | GENERAL SUPPORT | $3,600 |
| Jewish World Watch | |||||||
| 5551 Balboa Blvd | Encino | CA | 91316 | N/A | PC | GENERAL SUPPORT | $3,200 |
| Keshet Inc | |||||||
| 284 Amory Street | Boston | MA | 02130 | N/A | PC | GENERAL SUPPORT | $3,600 |
| LA Family Housing | |||||||
| 7843 Lankershim Blvd | North Hollywood | CA | 91605 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Jewish Jumpstart | |||||||
| 2801 Ocean Park Blvd | Santa Monica | CA | 90405 | N/A | PC | LA JEWISH FILM FESTIVAL | $1,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD 401 | BEVERLY HILLS | CA | 90211 | N/A | PC | GENERAL SUPPORT | $1,500 |
| URBANSURF4KIDS | |||||||
| 2840 FLETCHER PARKWAY 433 | ELCAJON | CA | 92020 | N/A | PC | GENERAL SUPPORT | $1,000 |
| URYADIS VILLAGE INC | |||||||
| PO BOX 773 | SANDPOINT | ID | 83864 | N/A | PC | GENERAL SUPPORT | $1,400 |
| Lung Cancer Foundation of America | |||||||
| 15 S Franklin Street | New Ulm | MN | 57073 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Moving Traditions | |||||||
| 780 Stephen Road | Warminster | PA | 18974 | N/A | PC | GENERAL SUPPORT | $3,600 |
| WATER BUFFALO CLUB INC | |||||||
| PO BOX 35463 | Los Angeles | CA | 90035 | N/A | PC | GENERAL SUPPORT | $4,000 |
| National Rosacea Society | |||||||
| 196 James Street | Barrington | IL | 60010 | N/A | PC | GENERAL SUPPORT | $1,000 |
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | |||||||
| 2633 LINCOLN BOULEVARD 338 | SANTA MONICA | CA | 90405 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Valley Beth Shalom | |||||||
| 15739 Ventura Blvd | Encino | CA | 91436 | N/A | PC | Our Space Los Angeles | $1,800 |
| Pacific Council on International Policy | |||||||
| 725 S Figueroa Street Suite 450 | Los Angeles | CA | 90017 | N/A | PC | GENERAL SUPPORT | $2,000 |
| Piece by Piece | |||||||
| 1317 E 7th Street | Los Angeles | CA | 90021 | N/A | PC | GENERAL SUPPORT | $16,500 |
| Planned Parenthood Los Angeles | |||||||
| PO Box 740528 | Los Angeles | CA | 90074 | N/A | PC | GENERAL SUPPORT | $14,000 |
| THEODORE ROOSEVELT SENIOR HIGH SCHOOL | |||||||
| 456 S MATHEWS ST | LOS ANGELES | CA | 90033 | N/A | GOV | GENERAL SUPPORT | $5,000 |
| Rett Syndrome Research Trust | |||||||
| 67 Under Cliff Road | Trumbull | CT | 06611 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Skirball Cultural Center | |||||||
| 2701 N Sepulveda Blvd | Los Angeles | CA | 90049 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue PO Box 563 | Montgomery | AL | 36103 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Stanford University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | GENERAL SUPPORT | $2,000 |
| The Good People Fund | |||||||
| 384 Wyoming Avenue | Milburn | NJ | 07041 | N/A | PC | GENERAL SUPPORT | $2,000 |
| Jewish Federation Council Of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd Suite 100 | Los Angeles | CA | 90048 | N/A | PC | Tour de Summer Camp | $1,000 |
| Performing Arts Center Of Los Angeles County | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | N/A | PC | GENERAL SUPPORT | $1,500 |
| University Of Southern California | |||||||
| 1150 S Olive Street 2100 Mail Co | Los Angeles | CA | 90086 | N/A | PC | Rossier School of Education | $2,000 |
| Valley Beth Shalom | |||||||
| 15739 Ventura Blvd | Encino | CA | 91436 | N/A | PC | GENERAL SUPPORT | $32,200 |
| Venice Family Clinic | |||||||
| 604 Rose Avenue | Venice | CA | 90291 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Visionary Women | |||||||
| 9663 Santa Monica Blvd Suite 851 | Beverly Hills | CA | 90210 | N/A | PC | GENERAL SUPPORT | $1,000 |
| World Wildlife Fund | |||||||
| 1250 Twenty-Fourth Street NW PO | Washington | DC | 20090 | N/A | PC | GENERAL SUPPORT | $1,300 |
| University Of Southern California | |||||||
| 1149 S Hill Street Suite H575 Ma | Los Angeles | CA | 90089 | N/A | PC | Suzanne Dworack-Peck School of Social Work Off Campus | $2,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | N/A | PC | THE SAM INITIATIVE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,152,552 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,830,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,066,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,066,766 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Vista Metals Corp | ||||||
| 1 | 13425 WHITTRAM AVE | FONTANA | CA | 92335 | $24,000 | Yes (X) |
| VMC Specialty Alloys LLC | ||||||
| 2 | 800 MARTIN LUTHER KING DR | ADAIRSVILLE | GA | 30103 | $570,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,450 | Amt |
| Net Investment Income | $3,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,725 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UNION BANK - SEE STATEMENT ATT | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNION BANK - SEE STATEMENT ATT | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. ALPERT & ALPERT FOUNDATION MADE DISTRIBUTIONS OF 9,568,361$ FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS WERE MADE PURSUANT TO A PLAN OF DISSOLUTION. THESE DISTRIBUTIONS REPRESENTED 94% OF ALPERT & ALPERT FOUNDATION'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE). | ExplanationTxt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Revenue And Expenses Per Books | $5,500 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $64,850 | Amt |
| Net Investment Income | $64,850 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $4,000 | |
| STATE FILING FEES | $275 | $275 |
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