ALPERT & ALPERT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALPERT & ALPERT FOUNDATION (EIN 23-7388729)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201941359349101124
- Schema version
- 2017v2.3
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T09:17:21-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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) |
|---|---|---|
| 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 | HOWARD FARBER | PersonNm |
| Person Title | V.P. / DIRECTOR | PersonTitleTxt |
| Phone | 3232654040 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 103.76.232.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 10:57:21 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD75CE05E480BD69B677023534FC71D1F2D6D9FF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,902,184 | 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 | $2,800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,250 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $134,250 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $631 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $631 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,088,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,105 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $234 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $969,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $769,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,024,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $769,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,063,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,089 | CashBOYAmt |
| Cash EOY | $20,089 | CashEOYAmt |
| Cash EOYFMV | $20,089 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,033,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $803,786 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $803,786 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,212,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,506,910 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,078,309 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,266,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,330,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,902,184 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,266,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,330,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,266,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,330,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,266,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,330,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,266,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,063,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,330,785 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,330,785 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|
| SALE OF PUBLICALLY TRADED STOCK | $88,960 | $88,960 | |
| CAPITAL GAIN DISTRIBUTIONS | $45,290 | $45,290 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,250 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $341,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,094,363 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056112 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $433,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,317,058 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081511 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $928,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.137623 | TotalDistributionRt |
| Average Distribution | 0.045874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,050,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $369,290 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $371,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $769,580 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $84 | EsPenaltyAmt |
| Tax Due | $2,440 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAJIV REDDY | IndividualWithBooksNm |
| Phone | 3232654040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 S SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JAKE FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | PRES/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALAN ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | V.P. / DIRECTOR | 0.00 | $0 | $0 | $0 |
| HOWARD FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | V.P. / DIRECTOR | 0.00 | $0 | $0 | $0 |
| RAYMOND ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | SEC/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,918,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,254,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,172,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,172,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,050,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,356 | TotalTaxAmt |
| Distributable Before Adj | $400,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $400,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $400,148 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $769,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $769,580 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,356 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $767,224 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $400,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $724,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $800,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $928,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $169,360 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,300 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,662,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $769,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $400,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $369,432 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,031,692 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $724,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,307,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $800,100 | ExcessFromYear4Amt |
| Excess From Year3 | $928,900 | ExcessFromYear3Amt |
| Excess From Year2 | $169,360 | ExcessFromYear2Amt |
| Excess From Year1 | $39,300 | ExcessFromYear1Amt |
| Excess From Current Year | $369,432 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | |||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | PC | GENERAL PURPOSE | $2,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 925 N LA BREA AVENUE | LOS ANGELES | CA | 90038 | PC | GENERAL PURPOSE | $1,000 | |
| ANTI-DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BOULEVARD | LOS ANGELES | CA | 900255031 | PC | GENERAL PURPOSE | $1,000 | |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $1,800 | |
| CAMP BOB WALDORF | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 600 | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $2,000 | |
| CAMP RAMAH | |||||||
| 17525 VENTURA BOULEVARD 201 | ENCINO | CA | 91316 | PC | GENERAL PURPOSE | $26,000 | |
| CONCERN FOUNDATION | |||||||
| 1026 S ROBERTSON BOULEVARD SUITE | LOS ANGELES | CA | 90035 | PC | GENERAL PURPOSE | $7,500 | 300 |
| CONGREGATION SHIR HA-MA'A LOT | |||||||
| 3652 MICHELSON DRIVE | IRVINE | CA | 926121727 | PC | GENERAL PURPOSE | $100,000 | |
| DAVID LABKOVSKI PROJECT | |||||||
| 7258 PONDERA CIRCLE | WEST HILLS | CA | 91307 | PC | GENERAL PURPOSE | $1,000 | |
| DE TOLEDO HIGH SCHOOL | |||||||
| 22622 VANOWEN STREET | WEST HILLS | CA | 91307 | PC | GENERAL PURPOSE | $145,000 | |
| GO CAMPAIGN | |||||||
| 2461 SANTA MONICA BOULEVARD 437 | SANTA MONICA | CA | 90404 | PC | GENERAL PURPOSE | $1,000 | |
| HESCHEL DAY SCHOOL | |||||||
| 17701 DEVONSHIRE STREET | NORTHRIDGE | CA | 91325 | PC | GENERAL PURPOSE | $1,800 | |
| HILLEL 818 | |||||||
| 17729 PLUMMER STREET | NORTHRIDGE | CA | 91325 | PC | GENERAL PURPOSE | $2,500 | |
| INTERFAITH CHILDREN & FAMILY SERVICES | |||||||
| 4001 MISSION OAKS BOULEVARD | CAMARILLO | CA | 930125121 | PC | GENERAL PURPOSE | $1,000 | |
| INTERNATIONAL MEDICAL CORP | |||||||
| 1919 SANTA MONICA BOULEVARD SUITE | SANTA MONICA | CA | 90404 | PC | GENERAL PURPOSE | $1,000 | 300 |
| JEWISH COMMUNITY FEDERATION | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | GENERAL PURPOSE | $335,500 | |
| JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | PC | GENERAL PURPOSE | $5,000 | |
| JEWISH VOCATIONAL SERVICES | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 200 | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $4,000 | |
| LA FAMILY HOUSING | |||||||
| 7843 LANKERSHIM BOULEVARD | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL PURPOSE | $11,600 | |
| RAYMOND & BARBARA ALPERT FOUNDATION | |||||||
| 5521 LA PASADENA | LONG BEACH | CA | 90815 | PF | GENERAL PURPOSE | $200,000 | |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | PC | GENERAL PURPOSE | $1,000 | |
| THE CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | PC | GENERAL PURPOSE | $12,800 | |
| THE CHASE FOUNDATION | |||||||
| 23920 LINDEN TERRACE | CALABASAS | CA | 91302 | PC | GENERAL PURPOSE | $1,000 | |
| VALLEY BETH SHALOM | |||||||
| 15739 VENTURA BOULEVARD | ENCINO | CA | 914362951 | PC | GENERAL PURPOSE | $102,800 | |
| WALLACE RHEUMATIC DISEASES FOUNDATION | |||||||
| 8750 WILSHIRE BOULEVARD SUITE 350 | BEVERLY HILLS | CA | 90211 | PC | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $969,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,755 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $288,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,105 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| VISTA METALS CORP | ||||||
| 1 | 13425 WHITTRAM AVENUE | FONTANA | CA | 92335 | $1,250,000 | Yes (X) |
| VMC SPECIALITY ALLOYS LLC | ||||||
| 2 | 13425 WHITTRAM AVENUE | FONTANA | CA | 92335 | $1,250,000 | Yes (X) |
| ALPERT & ALPERT IRON & METAL INC | ||||||
| 3 | 1815 SOUTH SOTO STREET | LOS ANGELES | CA | 90023 | $300,000 | Yes (X) |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND & BARBARA ALPERT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5521 LA PASADENA | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-12-31 | GrantDt |
| Grant | $200,000 | GrantAmt |
| Purpose Of Grant | GENERAL PURPOSE | PurposeOfGrantTxt |
| Expended By Grantee | $200,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE TO THE KNOWLEDGE OF THE GRANTOR | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | DECEMBER 31, 2018 | DatesOfReportsByGranteeTxt |
| Verification | 2018-12-31 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $7,506,910 | EOYBookValueAmt |
| EOYFMV | $8,078,309 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $46 | $0 | $0 | $46 |
| INVESTMENT EXPENSES | $52,517 | $52,517 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $631 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $2,084 | $0 | $0 | $0 |
| FILING FEES | $234 | $0 | $0 | $234 |
Comments