ALPER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALPER FAMILY FOUNDATION (EIN 13-3634384)
- Tax period
- 2024-03-01 to 2025-02-28
- Filed
- 2025-11-13
- IRS object ID
- 202513189349100006
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T23:56:53-05:00 | ReturnTs |
| Tax Period End | 2025-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100018604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133634384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alper Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALPER FAMILY FOUNDATION | InCareOfNm |
| Business Name Control | ALPE | BusinessNameControlTxt |
| Phone | 2127733000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Alper Invest 630 5th Ave Ste 2455 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101110100 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW M ALPER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2127733000 | PhoneNum |
| Signature | 2025-11-13 | 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 | Rosalba Blandino | PreparerPersonNm |
| PTIN | P01075908 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| 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 | $18,200,083 | 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 | $1,535,093 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $306,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $458,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,366 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,986 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,986 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,991,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $456,120 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,628 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $647 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $647 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,273,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,273,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,367,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,279,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,375,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,338 | CashBOYAmt |
| Cash EOY | $9,152 | CashEOYAmt |
| Cash EOYFMV | $9,152 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $971,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $812,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $812,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,981,780 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,628,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,070,872 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,354,234 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,346,653 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,360,609 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,758,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,961,337 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,346,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,563,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,200,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,346,285 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,563,069 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,346,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,563,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,346,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,563,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,346,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,375,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,072,151 | OtherIncreasesAmt |
| Subtotal | $10,042,509 | SubtotalAmt |
| Other Decreases | $1,479,440 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,563,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - GS 5585 | $99,412 | $14,673 | $84,739 | $84,739 | |
| PUBLICLY TRADED SECURITIES - GS 2832 | $87,786 | $5,013 | $82,773 | $82,773 | |
| PUBLICLY TRADED SECURITIES - GS 4923 | $188,347 | $239,782 | -$51,435 | -$51,435 | |
| PUBLICLY TRADED SECURITIES - GS 8615 | $68,555 | $67,381 | $1,174 | $1,174 | |
| GAINS THRU WEST STREET MEZZ PARTNS VII | $14,115 | $14,115 | $14,115 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,366 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,447 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,447 | SubtotalAmt |
| Tax Based On Investment Income | $5,447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,174 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,174 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,727 | OverpaymentAmt |
| Applied To ES Tax | $6,727 | 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 | NY | 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 | ALPER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127733000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALPER INVEST 630 5TH AVE STE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10111 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW M ALPER | |||||||||
| C/O ALPER INVESTMENTS630 FIFTH AVE | STE 24 | New York | NY | 101110100 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SHARON S ALPER | |||||||||
| C/O ALPER INVESTMENT 630 FIFTH AVE | STE 24 | New York | NY | 101110100 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldman Sachs & Co LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 West Street | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICE | ServiceTypeTxt |
| Compensation | $57,628 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,740,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $725,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,788,209 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,254,815 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,254,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,995,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $849,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $849,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,447 | TotalTaxAmt |
| Distributable Before Adj | $844,353 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $844,353 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $844,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,279,915 | 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 | $3,279,915 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $844,353 | 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 | $2,311,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $775,541 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,391,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,381,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,787,768 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,647,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,279,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $844,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,435,562 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,083,369 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,311,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,771,885 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $775,541 | ExcessFromYear4Amt |
| Excess From Year3 | $2,391,371 | ExcessFromYear3Amt |
| Excess From Year2 | $2,381,643 | ExcessFromYear2Amt |
| Excess From Year1 | $1,787,768 | ExcessFromYear1Amt |
| Excess From Current Year | $2,435,562 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW M ALPER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Council on foreign relations | |||||||
| 58 East 68th Street | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Target ALS Foundation Inc | |||||||
| 244 Madison Avenue 1025 | New York | NY | 10016 | NONE | PC | GENERAL PURPOSE | $256,510 |
| The University of Chicago | |||||||
| 5235 SOUTH HARPER COURT SUITE 450 | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSE | $1,935,612 |
| Icahn School of Medicine at Mount Sinai | |||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 100296504 | NONE | PC | GENERAL PURPOSE | $989,999 |
| Icahn School of Medicine at Mount Sinai | |||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 100296504 | NONE | PC | GENERAL PURPOSE | $50,000 |
| Stephen Wise Free Synagogue | |||||||
| 30 W 68TH ST | NEW YORK | NY | 100236053 | NONE | PC | GENERAL PURPOSE | $6,094 |
| New York Restoration Project | |||||||
| 254 West 31st Street 14th Floor | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,273,215 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,592 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,148 | 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 | $131,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 01 | -$4,133 |
| PASSTHROUGH INCOME | 01 | -$7,853 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $456,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $456,120 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW ALPER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALPER INVEST 630 FIFTH AVE ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101110100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,535,093 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 Shs Goldman Sachs Group Inc | $417,090 | 2024-03-28 |
| 1 | 2,000 Shs Goldman Sachs Group Inc | $1,028,560 | 2024-11-04 |
| 1 | 1,264 Shs Victory Capital Holdings Inc | $89,443 | 2024-11-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $11,900 | Amt |
| Net Investment Income | $5,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,950 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE LONG POSITION III ATTACHED | $565,564 | $550,387 |
| SEE LONG POSITION V ATTACHED | $788,670 | $796,266 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE LONG POSITION I ATTACHED | $146,694 | $1,345,125 |
| SEE LONG POSITION II ATTACHED | $3,198,911 | $10,306,483 |
| SEE LONG POSITION III ATTACHED | $1,026,658 | $2,161,331 |
| SEE LONG POSITION IV ATTACHED | $256,407 | $257,933 |
| SEE LONG POSITION V ATTACHED | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS TACTICAL TILT FUND | $703,205 | $721,847 |
| 1869 PRIVATE OPPO PTRS I, SLP | $826,584 | $951,626 |
| WEST STREET MEZZANINE PARTNERS | $183,288 | $241,997 |
| HARPER VENTURES FUND I LP | $45,867 | $45,867 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS FOR | $0 |
| STOCK DONATED TO THE FOUNDATION | $1,479,440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$4,133 | -$4,133 |
| PASSTHROUGH INCOME | -$7,853 | -$7,853 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS FOR | $0 |
| STOCK DONATED OUT OF THE FOUNDATION | $3,072,129 |
| COST BASIS ADJUSTMENT | $22 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $57,628 | Amt |
| Net Investment Income | $57,628 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $23,000 | Amt |