2024-05-15T12:02:45-05:00 2023-06-30 HOLTHOUSE CARLIN & VAN TRIGT LLP 3011 TOWNSGATE ROAD SUITE 400 WESTLAKE VILLAGE CA 91361 990PF 2022-07-01 237388729 ALPERT & ALPERT FOUNDATION % SCOTT KELRICK ALPE 3232654040 1815 S SOTO STREET LOS ANGELES CA 90023 ALAN ALPERT CEO/DIRECTOR 3232654040 2024-05-15 true ALAN ALPERT 999009999 CATHY L KLEINEAHLBR P00971311 8053748555 3 2022 2023-04-26 12:10:37Z X 569404 X 594000 0 1 231152 375102 1830114 13064179 1682910 5500 2660766 2058013 0 7450 3725 0 3725 64850 64850 4275 275 76575 68575 0 4000 12152552 12152552 12229127 68575 0 12156552 -9568361 1989438 620535 569404 569404 5340868 0 0 4176362 0 0 10137765 569404 569404 0 0 X 10137765 569404 10137765 569404 10137765 569404 10137765 -9568361 569404 569404 PUBLICLY TRADED SECURITIES P 2355922 2411397 -55475 -55475 PUBLICLY TRADED SECURITIES P 10670054 8969872 1700182 1700182 CAPITAL GAIN DIVIDENDS P 38203 CAPITAL GAIN DIVIDENDS P 38203 1682910 27653 27653 27653 8543 0 13500 22043 5610 false false false false false false true true true CA true false false false false true N/A SCOTT KELRICK 3232654040 1815 SOUTH SOTO STREET LOS ANGELES CA 90023 false false false false false false false false false false false false false false false false false false false false false 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 UNION BANK 445 S FIGUEROA ST 2ND FL LOS ANGELES CA 90071 INVEST. MANAGEMENT 64850 9919729 681052 0 10600781 0 10600781 159012 10441769 522088 522088 27653 27653 494435 5500 499935 499935 12156552 0 0 0 0 12156552 499935 0 2020 2019 2018 0 369432 199283 139293 221663 70691 1000362 12156552 0 499935 11656617 12656979 0 0 0 0 369432 12287547 199283 139293 221663 70691 11656617 NONE NONE X ABILITYFIRST 789 N FAIR OAKS PASADENA CA 91103 N/A PC GENERAL SUPPORT 40000 AMERICAN FRIENDS OF LEKET ISRAEL INC PO BOX 2090 TEANECK NJ 07666 N/A PC GENERAL SUPPORT 1000 Adat Ari El 12020 Burbank Blvd Valley Village CA 91607 N/A PC GENERAL SUPPORT 3200 Alliance College-Ready Public Schools 601 S Figueroa Street Floor 4 LOS ANGELES CA 90017 N/A PC GENERAL SUPPORT 2000 BOYS & GIRLS CLUB OF CARSON 1950 E 220TH ST SUITE 207 LONG BEACH CA 90810 N/A PC GENERAL SUPPORT 1000 Anti-Defamation League 10495 Santa Monica Blvd Los Angeles CA 90025 N/A PC GENERAL SUPPORT 1000 ArtTable Inc 1 E 53rd Street 5th Floor New York NY 10022 N/A PC GENERAL SUPPORT 1000 Beauty Bus Foundation 2716 Ocean Park Boulevard Suite 10 Santa Monica CA 90405 N/A PC GENERAL SUPPORT 1000 CHARITYVEST INC 1200 ASHWOOD PKWY SUITE 140 ATLANTA GA 30338 N/A PC GENERAL SUPPORT 273600 Camp Ramah of California 17525 Ventura Blvd Suite 201 Encino CA 91316 N/A PC GENERAL SUPPORT 12000 CONGREGATION SHIR HA-MA ALOT 3652 MICHELSON DR IRVINE CA 92612 N/A PC GENERAL SUPPORT 25000 CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BOULEVARD LOS ANGELES CA 90048 N/A PC GENERAL SUPPORT 1000 Chase Foundation 23920 Linden Terrace Calabasas CA 91302 N/A PC GENERAL SUPPORT 2500 Concern Foundation 11111 W Olympic Blvd Suite 214 Los Angeles CA 90064 N/A PC GENERAL SUPPORT 8000 FOOD IN NEED OF DISTRIBUTION INC 83775 CITRUS AVENUE INDIO CA 92201 N/A PC GENERAL SUPPORT 1000 GABRIELLA CHARTER SCHOOLS 1435 LOGAN ST LOS ANGELES CA 90026 N/A PC GENERAL SUPPORT 1000 De Toledo High School 22622 Vanowen Street West Hills CA 91307 N/A PC GENERAL SUPPORT 6800 JVS SOCAL 6505 WILSHIRE BLVD SUITE 1200 LOS ANGELES CA 90048 N/A PC GENERAL SUPPORT 2500 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 5612406 JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LA 11150 OLYMPIC BLVD NO 900 Los Angeles CA 90064 N/A PC GENERAL SUPPORT 1000 MAAGALIM COMMUNITY CIRCLES INC 22717 MOBILE STREET WEST HILLS CA 91307 N/A PC GENERAL SUPPORT 1000 JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 N/A PC GENERAL SUPPORT 7000 COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE STREET CHARLESTON SC 29424 N/A PC GENERAL SUPPORT 1000 Abraham Joshua Heschel Day School 17701 Devonshire Street Northridge CA 91325 N/A PC GENERAL SUPPPORT 1000 Hillel 818 17729 Plummer Street Northridge CA 91325 N/A PC GENERAL SUPPORT 5000 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 N/A PC GENERAL SUPPORT 1500 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 1000 NATIONAL COUNCIL OF JEWISH WOMEN INC 3-34 30TH STREET FAIR LAWN NJ 07410 N/A PC GENERAL SUPPORT 1800 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 1000 RENAISSANCE CHARITABLE FOUNDATION INC 8910 PURDUE ROAD SUITE 555 INDIANAPOLIS IN 46268 N/A PC GENERAL SUPPORT 5906796 Jewish Federation Council Of Greater Los Angeles 6505 Wilshire Blvd Suite 100 Los Angeles CA 90048 N/A PC GENERAL SUPPORT 34000 Jewish Federation of Orange County PO Box 841305 Los Angeles CA 90084 N/A PC GENERAL SUPPORT 50000 STADWITHUS CENTER FOR LEGAL JUSTICE 6505 Wilshire Blvd 5TH FLOOR Los Angeles CA 90048 N/A PC GENERAL SUPPORT 1000 Jewish Women's Archive One Harvard Street Brookline MA 02445 N/A PC GENERAL SUPPORT 3600 Jewish World Watch 5551 Balboa Blvd Encino CA 91316 N/A PC GENERAL SUPPORT 3200 Keshet Inc 284 Amory Street Boston MA 02130 N/A PC GENERAL SUPPORT 3600 LA Family Housing 7843 Lankershim Blvd North Hollywood CA 91605 N/A PC GENERAL SUPPORT 5000 Jewish Jumpstart 2801 Ocean Park Blvd Santa Monica CA 90405 N/A PC LA JEWISH FILM FESTIVAL 1000 TOWER CANCER RESEARCH FOUNDATION 8767 WILSHIRE BLVD 401 BEVERLY HILLS CA 90211 N/A PC GENERAL SUPPORT 1500 URBANSURF4KIDS 2840 FLETCHER PARKWAY 433 ELCAJON CA 92020 N/A PC GENERAL SUPPORT 1000 URYADIS VILLAGE INC PO BOX 773 SANDPOINT ID 83864 N/A PC GENERAL SUPPORT 1400 Lung Cancer Foundation of America 15 S Franklin Street New Ulm MN 57073 N/A PC GENERAL SUPPORT 1000 Moving Traditions 780 Stephen Road Warminster PA 18974 N/A PC GENERAL SUPPORT 3600 WATER BUFFALO CLUB INC PO BOX 35463 Los Angeles CA 90035 N/A PC GENERAL SUPPORT 4000 National Rosacea Society 196 James Street Barrington IL 60010 N/A PC GENERAL SUPPORT 1000 WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT 2633 LINCOLN BOULEVARD 338 SANTA MONICA CA 90405 N/A PC GENERAL SUPPORT 5000 Valley Beth Shalom 15739 Ventura Blvd Encino CA 91436 N/A PC Our Space Los Angeles 1800 Pacific Council on International Policy 725 S Figueroa Street Suite 450 Los Angeles CA 90017 N/A PC GENERAL SUPPORT 2000 Piece by Piece 1317 E 7th Street Los Angeles CA 90021 N/A PC GENERAL SUPPORT 16500 Planned Parenthood Los Angeles PO Box 740528 Los Angeles CA 90074 N/A PC GENERAL SUPPORT 14000 THEODORE ROOSEVELT SENIOR HIGH SCHOOL 456 S MATHEWS ST LOS ANGELES CA 90033 N/A GOV GENERAL SUPPORT 5000 Rett Syndrome Research Trust 67 Under Cliff Road Trumbull CT 06611 N/A PC GENERAL SUPPORT 1000 Skirball Cultural Center 2701 N Sepulveda Blvd Los Angeles CA 90049 N/A PC GENERAL SUPPORT 10000 Southern Poverty Law Center 400 Washington Avenue PO Box 563 Montgomery AL 36103 N/A PC GENERAL SUPPORT 2500 Stanford University 326 Galvez Street Stanford CA 94305 N/A PC GENERAL SUPPORT 2000 The Good People Fund 384 Wyoming Avenue Milburn NJ 07041 N/A PC GENERAL SUPPORT 2000 Jewish Federation Council Of Greater Los Angeles 6505 Wilshire Blvd Suite 100 Los Angeles CA 90048 N/A PC Tour de Summer Camp 1000 Performing Arts Center Of Los Angeles County 135 North Grand Avenue Los Angeles CA 90012 N/A PC GENERAL SUPPORT 1500 University Of Southern California 1150 S Olive Street 2100 Mail Co Los Angeles CA 90086 N/A PC Rossier School of Education 2000 Valley Beth Shalom 15739 Ventura Blvd Encino CA 91436 N/A PC GENERAL SUPPORT 32200 Venice Family Clinic 604 Rose Avenue Venice CA 90291 N/A PC GENERAL SUPPORT 5000 Visionary Women 9663 Santa Monica Blvd Suite 851 Beverly Hills CA 90210 N/A PC GENERAL SUPPORT 1000 World Wildlife Fund 1250 Twenty-Fourth Street NW PO Washington DC 20090 N/A PC GENERAL SUPPORT 1300 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 2000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA STREET SUITE 400 LOS ANGELES CA 90012 N/A PC THE SAM INITIATIVE 5000 12152552 14 231152 18 1830114 GRANT REFUND 01 5500 2066766 2066766 false false false false false false false false false false X X 1 Vista Metals Corp 13425 WHITTRAM AVE FONTANA CA 92335 24000 X 2 VMC Specialty Alloys LLC 800 MARTIN LUTHER KING DR ADAIRSVILLE GA 30103 570000 X ACCOUNTING FEES 7450 3725 3725 UNION BANK - SEE STATEMENT ATT 0 0 UNION BANK - SEE STATEMENT ATT 0 0 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). GRANT REFUND 5500 INVESTMENT MANAGEMENT FEES 64850 64850 EXCISE TAXES 4000 STATE FILING FEES 275 275