Alpert & Alpert Foundation

EIN 237388729

Westlake Village, CA 91361 |(323) 265-4040

Total Given 2016–2023
$2.6M
160 grants · $322K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $1K–$6K
grant size
21%
balanced · 25/119 multi-year
repeat
$12.7M
Assets (2021)
119
Distinct Recipients

About

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 569,404$ FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS WERE MADE PURSUANT TO A PLAN OF DISSOLUTION. THESE DISTRIBUTIONS REPRESENTED 100% OF ALPERT & ALPERT FOUNDATION'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE).

Focus Areas

Education Arts & Culture Human Services Youth Development

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (323) 265-4040

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $433K $5.3M $619K 36
2019 $762K $10.1M $1.9M 44
2020 N/A $10.7M $1.3M N/A
2021 $800K $12.7M $527K 78
2023 $582K $0 $13K 2

Grant Size Distribution

Based on 160 grants on record

Minimum
$100
25th Pctl
$1K
Median
$2K
Average
$16K
75th Pctl
$6K
Maximum
$292K

Geographic Distribution

US Grant Distribution Map

Officers & Directors

HF
Howard Farber
Chairman of the Board/Sec/Cfo Leadership
AA
Alan Alpert
Ceo/Director Leadership
TA
Teri Alpert
Director
NA
Nancy Alpert
Director
RC
Rochelle Farber Cohen
Director
NF
Nadine Farber
Director

Grants Awarded (160 total)

Purpose
Renaissance Charitable Foundation Inc Indianapolis, IN $292,397 GENERAL SUPPORT 2023
Morgan Stanley Global Impact Funding Indianapolis, IN $289,596 GENERAL SUPPORT 2023
Jewish Federation of Greater Los Angeles Los Angeles, CA $259,500 GENERAL PURPOSE 2019
Jewish Community Federation & Endowment Fund San Francisco, CA $200,000 GENERAL SUPPORT 2021
Jewish Federation Council Of Greater Los Angeles Los Angeles, CA $105,500 GENERAL SUPPORT 2021
Jewish Community Federation & Endowment San Francisco, CA $100,000 GENERAL PURPOSE 2019
Raymond & Barbara Alpert Foundation Long Beach, CA $100,000 GENERAL PURPOSE 2019
Congregation Shir Ha-Ma'A Lot Irvine, CA $98,333 GENERAL PURPOSE 2016
Valley Beth Shalom Encino, CA $83,404 GENERAL SUPPORT 2021
Valley Beth Shalom Encino, CA $81,000 GENERAL PURPOSE 2019
De Toledo High School West Hills, CA $60,000 GENERAL PURPOSE 2016
Jewish Federation of Orange County Los Angeles, CA $55,000 GENERAL SUPPORT 2021
Jewish Federation & Family Services Irvine, CA $50,000 GENERAL PURPOSE 2016
Jewish Federation Donor Advised Funds San Francisco, CA $50,000 GENERAL PURPOSE 2016
Congregation Shir Ha-Ma'A Lot Irvine, CA $50,000 GENERAL PURPOSE 2019
Piece by Piece Los Angeles, CA $40,000 GENERAL SUPPORT 2021
Heschel Day School Northridge, CA $40,000 GENERAL PURPOSE 2016
Camp Ramah Encino, CA $30,000 GENERAL PURPOSE 2019
The Jewish Federation Los Angeles, CA $29,000 GENERAL PURPOSE 2016
Congregation Emanu-El San Francisco, CA $25,000 GENERAL SUPPORT 2021
Congregation Shir Ha-Ma'a lot Irvine, CA $25,000 GENERAL SUPPORT 2021
Social Justice Learning Institute Inglewood, CA $25,000 GENERAL SUPPORT 2021
The Highlander Research And Education Center New Market, TN $25,000 GENERAL SUPPORT 2021
Skirball Cultural Center Los Angeles, CA $25,000 GENERAL PURPOSE 2019
Jewish Federation of Los Angeles Los Angeles, CA $23,500 GENERAL PURPOSE 2016