GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION (EIN 45-6592383)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-12
IRS object ID: 202503169349102240
Schema version: 2024v5.2
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
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-12T13:27:49-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWNPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 PARK ROW WEST SUITE 301	AddressLine1Txt
City	PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02903	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	456592383	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Grace K and Wesley S Alpert Charitable	BusinessNameLine1Txt
Business Name Line2	Foundation	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% THE FOUNDATION	InCareOfNm
Business Name Control	GRAC	BusinessNameControlTxt
Phone	4014559800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 CHAPEL VIEW BLVD Suite 220	AddressLine1Txt
City	Cranston	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02920	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NICOLE CAMPBELL	PersonNm
Person Title	Co-Trustee	PersonTitleTxt
Phone	4014559800	PhoneNum
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Helder Medeiros	PreparerPersonNm
PTIN	P00033534	PTIN
Phone	4012737600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$70,709,887	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$348,546	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$348,546	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,870,494	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,870,494	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,255,488	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,719,163	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,255,488	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$6,474,528	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,474,528	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$150,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$75,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$75,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$48,891	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$24,446	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$24,445	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$482,988	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$482,988	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$4,457	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,457	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$2,220	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$1,110	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,110	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$50	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$50	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$688,606	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$588,051	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$100,555	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,949,650	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,949,650	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,638,256	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$588,051	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,050,205	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$3,836,272	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,886,477	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$7,292,751	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,170,258	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,170,258	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$6,676,296	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,943,696	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,989,062	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$20,995,160	CorporateStockBOYAmt
Corporate Stock EOY	$18,136,191	CorporateStockEOYAmt
Corporate Stock EOYFMV	$31,850,901	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$67,406	CorporateBondsBOYAmt
Corporate Bonds EOY	$65,717	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$61,973	CorporateBondsEOYFMVAmt
Other Investments BOY	$18,681,443	OtherInvestmentsBOYAmt
Other Investments EOY	$33,797,155	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$34,637,693	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$53,713,056	TotalAssetsBOYAmt
Total Assets EOY	$56,113,017	TotalAssetsEOYAmt
Total Assets EOYFMV	$70,709,887	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$53,713,056	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$56,113,017	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$53,713,056	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$56,113,017	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$53,713,056	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$56,113,017	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$53,713,056	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$3,836,272	ExcessRevenueOverExpensesAmt
Subtotal	$57,549,328	SubtotalAmt
Other Decreases	$1,436,311	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$56,113,017	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
11,453 AB LARGE CAP GROWTH ADVISOR	P	2020-05-08	2024-07-26	$1,214,904	$747,016	$467,888	$467,888
52,812 AFMBX	P		2024-07-29	$1,835,226	$1,378,384	$456,842	$456,842
73,879 AMERICAN FWMIX		2021-12-02	2024-07-26	$4,530,299	$4,324,175	$206,124	$206,124
1,824 APPLE INC			2024-07-26	$400,010	$59,879	$340,131	$340,131
21,600 CSX CORP		2016-07-20	2024-06-10	$707,461	$204,384	$503,077	$503,077
2,750 DARDEN RESTAURANTS INC		2018-07-24	2024-03-21	$450,992	$298,050	$152,942	$152,942
2,125 DISNEY WALT CO		2020-02-05	2024-07-26	$191,869	$300,157	-$108,288	-$108,288
5,000 FIRST TRUST CAPITAL STRENGTH		2018-04-24	2024-07-26	$434,038	$250,832	$183,206	$183,206
240 FIRST TRUST NYSE ARCA BIOTECH		2018-10-29	2024-06-10	$36,387	$31,109	$5,278	$5,278
6,500 FIRST TRUST TCW		2020-03-26	2024-07-26	$160,155	$152,112	$8,043	$8,043
7,500 FIRST TRUST UTILITIES		2018-10-29	2024-07-26	$256,659	$205,269	$51,390	$51,390
22,000 FIRST TRUST VALUE		2018-09-07	2024-06-10	$906,701	$701,783	$204,918	$204,918
3,500 GLOBAL X LITHIUM		2021-12-20	2024-07-26	$136,750	$282,625	-$145,875	-$145,875
4,000 INTEL CORP		2016-07-20	2024-06-10	$122,453	$142,000	-$19,547	-$19,547
11,553 JOHN HANCOCK MULTIFCTR			2024-07-26	$664,048	$385,381	$278,667	$278,667
300 MARRIOTT INTL INC		2020-03-26	2024-07-26	$71,257	$25,470	$45,787	$45,787
4,506 MONDELEZ INTL INC		2016-07-20	2024-07-26	$299,976	$202,950	$97,026	$97,026
1,000 NESTLE		2020-03-26	2024-07-26	$99,590	$102,144	-$2,554	-$2,554
2,319 PEPSICO INC		2016-07-20	2024-07-26	$399,942	$253,467	$146,475	$146,475
370 PRUDENTIAL FINL INC		2016-07-20	2024-07-26	$45,999	$27,839	$18,160	$18,160
768 SYLVAMO CORP		2018-07-24	2024-07-26	$57,744	$23,879	$33,865	$33,865
5,000,000 US TREASURY NT		2022-11-08	2024-01-15	$5,000,000	$5,000,000
400 VANGUARD CONSUMER		2020-03-26	2024-07-26	$83,354	$53,536	$29,818	$29,818
6,784 VIRTUS KAR		2018-02-22	2024-07-26	$237,924	$200,000	$37,924	$37,924
16,352 YUM BRANDS INC			2024-07-26	$2,099,597	$1,093,343	$1,006,254	$1,006,254
259 INTEL CORP		2015-06-17	2024-06-10	$7,929	$8,235	-$306	-$306
115 PRUDENTIAL FINL INC			2024-07-26	$14,297	$9,656	$4,641	$4,641
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602
CAPITAL GAIN DIVIDENDS	P					$253,602

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,255,488	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$81,822	InvestmentIncomeExciseTaxAmt
Subtotal	$81,822	SubtotalAmt
Tax Based On Investment Income	$81,822	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$14,801	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$100,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$114,801	TotalPaymentsAndCreditsAmt
Es Penalty	$3	EsPenaltyAmt
Overpayment	$32,976	OverpaymentAmt
Applied To ES Tax	$32,976	AppliedToESTaxAmt

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	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	RI	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	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4014559800	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 CHAPEL VIEW BLVD SUITE 220	AddressLine1Txt
City	CRANSTON	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02920	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 (2 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
NICOLE CAMPBELL
1009 PERSIFER STREET	FOLSOM	CA	95630	CO-TRUSTEE	15.0	$75,000	$0	$0
LINDA PASTER
4373 Town Center Blvd 1407	El Dorado Hills	CA	95762	Co-Trustee	15.0	$75,000	$0	$0

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	$63,114,388	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$6,780,714	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$69,895,102	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$69,895,102	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,048,427	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$68,846,675	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,442,334	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,442,334	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$81,822	TaxBasedOnInvestmentIncomeAmt
Total Tax	$81,822	TotalTaxAmt
Distributable Before Adj	$3,360,512	DistributableBeforeAdjAmt
Distributable Before Ded	$3,360,512	DistributableBeforeDedAmt
Distributable As Adjusted	$3,360,512	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,050,205	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	$2,050,205	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,360,512	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,952,651	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,808,725	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$3,761,376	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,050,205	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$2,050,205	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$1,310,307	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$1,310,307	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,451,069	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$642,344	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,808,725	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,808,725	ExcessFromYear4Amt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALL FAITHS FOOD BANK
8171 BLAIKIE COURT	SARASOTA	FL	34240	NONE	PC	FOOD FOR FAMILIES IN NEED	$30,000
AMERICAN HEART ASSOCIATION
93 Worcester St	Wellesley	MA	02481	NONE	PC	GENERAL SUPPORT	$15,000
BROWN EMERGENCY MEDICINE
125 Whipple St 3rd Floor	Providence	RI	02908	NONE	PC	GENERAL SUPPORT	$110,300
CHABAD OF SARASOTA
7700 beneva rd	sarasota	FL	34238	NONE	PC	GENERAL SUPPORT	$50,000
Child Protection Center
714 G Street SE	Washington	DC	20003	NONE	PC	GENERAL SUPPORT	$15,000
FIRST WORKS
235 Promenade Street Suite 130	Providence	RI	02908	NONE	PC	GENERAL SUPPORT	$25,000
JEWISH COLLABORATION SERVICES
1165 NORTH MAIN STREET	PROVIDENCE	RI	02904	NONE	PC	HELP PEOPLE OF ALL RELIGIONS NAVIGATE SOCIAL SERVI THE GENERAL PUBLIC	$92,350
Doctors Without Borders
40 Rector St 16th Floor	New York	NY	10006	NONE	PC	GENERAL SUPPORT	$4,000
MD Anderson Cancer Center
1515 Holcombe Blvd	Houston	TX	77030	NONE	PC	GENERAL SUPPORT	$5,000
NMA ROWING BOOSTER CLUB
13 lexington drive	Newburgh	NY	12550	NONE	PC	GENERAL SUPPORT	$10,000
RHODE ISLAND FOUNDATION
ONE UNION STATION	PROVIDENCE	RI	02903	NONE	PC	MEETING THE NEEDS OF THE PEOPLE OF RI THROUGH RESEARCH AND TREATMENT	$1,075,000
SOUTHEASTERN GUIDE DOGS
4210 77th st e	palmetto	FL	34221	NONE	PC	GENERAL SUPPORT	$5,000
The Halo Trust
1730 Rhode Island Ave NW Suite 206	Washington	DC	20036	NONE	PC	GENERAL SUPPORT	$1,000
The Miriam Hospital Foundation
PO Box H	Providence	RI	02901	NONE	PC	GENERAL SUPPORT	$250,000
AMERICAN RED CROSS
431 18 ST NW	DALLAS	TX	75231	NONE		TO BE RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES	$3,500
RHODE ISLAND SPCA
155 Plan Way	Warwick	RI	02886	NONE	PC	TO PROVIDE PROTECTION AND CARE FOR ANIMALS	$200,000
Temple Beth-El
5101 Providence Road	Charlotte	NC	28226	NONE	PC	GENERAL SUPPORT	$50,000
THE SALVATION ARMY
615 SLATERS LANE	ALEXANDRIA	VA	22314	NONE	PC	GENERAL SUPPORT	$1,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	38105	NONE	PC	TO FIND CURES AND MEANS OF CHILDHOOD DISEASES THROUGH RESEARCH AND TREATMENT.	$1,500
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	NONE	PC	GENERAL SUPPORT	$1,500
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300	JACKSONVILLE	FL	32256	NONE	PC	TO HONOR AND EMPOWER WOUNDED WARRIORS.	$500
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17	CHICAGO	IL	60601	NONE	PC	PROVIDE CARE AND RESEARCH TOWARDS ALZHEIMER'S	$1,500
ENVIRONMENTAL WORKING GROUP
1250 I STREET NW SUITE 1000	WASHINGTON	DC	20005	NONE	PC	TO EMPOWER YOU WITH BREAKTHROUGH RESEARCH TO MAKE INFORMED CHOICES AND LIVE A HEALTHY LIFE IN A HEALTHY ENVIRONMENT.	$500
MOFFITT CANCER CENTER
12902 USF MAGNOLIA DRIVE	TAMPA	FL	33612	NONE	PC	CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,949,650	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	$2,219,040	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	$4,255,488	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$6,474,528	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,474,528	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	CategoryTxt
Amt	$48,891	Amt
Net Investment Income	$24,446	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$24,445	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CHARLES SCHWAB CORPORATE BOND	BondNm
EOY Book Value	$65,717	EOYBookValueAmt
EOYFMV	$61,973	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB EQUITIES	StockNm
EOY Book Value	$18,136,191	EOYBookValueAmt
EOYFMV	$31,850,901	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,943,696	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,989,062	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CHARLES SCHWAB - EXCHANGE TRAD	AT COST	$18,995,161	$20,296,090
CHARLES SCHWAB - BOND MUTUAL F	AT COST	$12,110,603	$11,622,745
CHARLES SCHWAB - EQUITY MUTUAL	AT COST	$2,691,391	$2,718,858

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK TO TAX BASIS DIFFERENCES	Desc
Amt	$1,436,311	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
FILING FEES	$50	$50
BANK SERVICE CHARGES

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$482,988	Amt
Net Investment Income	$482,988	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$4,457	Amt
Net Investment Income	$4,457	NetInvestmentIncomeAmt

GRACE K AND WESLEY S ALPERT CHARITABLE FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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