RAYMOND AND BARBARA ALPERT FOUNDATION
https://N/A
$9.7M
Total Assets (2023)
$5.2M
Avg Yearly Giving (2022–2023)
$10.4M
Giving on File
(2 yrs)
(2 yrs)
12
Grants on File
$1.7M
Avg Grant Size
About
THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. RAYMOND AND BARBARA ALPERT FOUNDATION MADE DISTRIBUTIONS OF 9,293,241$ FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS WERE MADE PURSUANT TO A PLAN OF DISSOLUTION. THESE DISTRIBUTIONS REPRESENTED 100% OF RAYMOND AND BARBARA ALPERT FOUNDATION'S NET ASSETS (AS MEASURED BY FAIR MARKET VALUE).
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3232654040
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $6.7M | $205K | N/A |
| 2019 | N/A | $8.2M | $2.7M | N/A |
| 2020 | N/A | $10.7M | $3.1M | N/A |
| 2022 | $283K | $9.7M | $250K | 6 |
| 2023 | $10.1M | $0 | $774K | 6 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$8K
25th Pctl
$13K
Median
$22K
Average
$867K
75th Pctl
$160K
Maximum
$9.9M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| NANCY ALPERT | DIRECTOR | — |
| ALAN ALPERT | DIRECTOR/PRESIDENT | — |
| TERI ALPERT | DIRECTOR/SECRETARY/TREASURER | — |
| BARBARA ALPERT | PRESIDENT | — |
Grants Awarded (12 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | INDIANA POLIS, IN | $9,855,793 | GENERAL SUPPORT | 2023 |
| jewish federation of greater Long Beach | LONG BEACH, CA | $205,946 | 1) DESCRIPTION: 275.538 SHARES OF Skybridge MUL-AD SECURITIES (2) DATE OF THE GIFT: 03/29/2023 (3) PURPOSE: GENERAL SUPPORT | 2023 |
| ABILITYFIRST | PASADENA, CA | $160,000 | GENERAL SUPPORT | 2022 |
| PIECE BY PIECE | LOS ANGELES, CA | $50,000 | GENERAL SUPPORT | 2022 |
| JEWISH FAMILY & CHILDREN'S SERVICE INC | WALTHAM, MA | $25,000 | GENERAL SUPPORT | 2023 |
| THE ROCK CLUB - MUSIC IS THE REMEDY | LONG BEACH, CA | $25,000 | GENERAL SUPPORT | 2022 |
| THE CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE | LONG BEACH, CA | $20,000 | GENERAL SUPPORT | 2022 |
| JEWISH FAMILY & CHILDREN'S SERVICE INC | WALTHAM, MA | $15,000 | GENERAL SUPPORT | 2022 |
| CONCERN FOUNDATION | LOS ANGELES, CA | $13,000 | GENERAL SUPPORT | 2023 |
| CONCERN FOUNDATION | LOS ANGELES, CA | $13,000 | GENERAL SUPPORT | 2022 |
| HIAS INC | silver spring, MD | $10,000 | GENERAL SUPPORT | 2023 |
| jewish federation of greater Long Beach | long beach, CA | $8,487 | GENERAL SUPPORT | 2023 |